Tiger Brokers

花旗、瑞银预计百度三季度AI云基建收入增长超90%，维持“买入”评级

格隆汇
Yesterday
近日，花旗、大和、瑞银和野村等机构相继发布百度三季度业绩前瞻，均维持“买入”评级。机构预计，百度三季度AI云基础设施收入同比增长90%至99%，较二季度50%的增速明显加快。 其中，花旗预计三季度该业务收入同比增长99%至83.5亿元人民币，四季度环比再增14%；大和指出，大型客户已通过多年期预付合约锁定GPU产能，进一步提升需求能见度。 估值方面，瑞银指出，百度当前市值低于其净现金及投资总额。多家机构将首次派息预期、昆仑芯分拆上市进展列为后续重要催化剂。据FactSet数据，覆盖百度的36家机构中，30家给予“买入”评级。

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