交银国际:百度集团-SW(09888.HK)近期股价随指数回调是较好买入机会

智通财经
Jun 25
【交银国际:百度集团-SW(09888.HK)近期股价随指数回调是较好买入机会】智通财经APP获悉,交银国际发布研报称,百度(09888,BIDU.US)AI转型深化未得到充份价值重估,但预计2026年下半年将出现盈利拐点,2026-28年AI新业务占比将持续提升。交银国际以百度3倍2026年市销率作为AI业务的估值标准,传统广告业务以1倍市销率估值,昆仑芯约58%的持股以20倍2026年市销率估值,加上该公司的净现金及短期投资,以分部估价法得出百度目标价为175.0美元/171.7港元,投资评级维持“买入”。

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