《大行》交银国际升百度(BIDU.US)目标价至175美元 评级“买入”静待短期催化剂反映

阿斯达克财经
Jun 26

交银国际发表报告,指百度-SW(09888.HK) 盈利拐点有望在今年下半年出现,静待短期催化剂反映,上调百度(BIDU.US)  美股目标价至175美元,评级“买入”。报告称,AI转型深化未得到充分价值重估。百度自2025年AI转型开始加速及深化,在今年首季公司AI新业务在百度一般性业务的占比已达到52%,但该行认为对于百度AI新业务的增长,市场或未有充分给予估值重估。该行理解到市场的担心主要是...

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