摩根士丹利下调百度(BIDU.US)2026至2028年核心收入预测1%至9%,非通用会计准则经营溢利预测下调6%至31%,以反映疲弱收入及人工智能投资增加。百度美股目标价由130美元大幅下调38.5%至80美元,相当于2027年预测市盈率10倍,评级由“与大市同步”下调至“减持”。
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