《大行》交银国际料百度(09888.HK)次季Non-GAAP净利润按年降22.7% 轻微下调目标价

阿斯达克财经
Jul 20

交银国际发表研究报告,预期百度-SW(09888.HK) 今年次季AI新业务仍保持高增,按年增长仅略低于今年首季,同时传统广告仍在期内受压。预计百度今年次季AI云端基础设施收入按年增约60%,按季增11%,主要由GPU云及千帆MaaS订购收入增长支撑,AI新业务今年次季收入按年增32%至130亿元人民币。另外,该行预期在业界竞争及近期宏观环境下,今年次季传统广告业务收入仍将按年减少27%(按季增加...

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