星展發表研報指,由於中國宏觀經濟仍存在不確定性,加上百度(09888.HK)(BIDU.US)需要投入於搜尋業務的人工智能升級,相信廣告收入增長短期內或受壓,目前預測百度今年度線上營銷收入將按年下跌1.5%,對比去年為增長8.1%。 惟星展相信,中長期來看,作為中國領先的AI開發商,百度以AI賦能驅動廣告業務,可為客戶提高投資回報率,從而支持業務增長,預期其AI搜尋功能長遠可變現。該行又指,AI雲業務是百度的主要增長動力,利用其文心一言大模型有助於提升企業雲產品和廣告回報,預測2024年雲業務收入將按年增長14%,管理層亦預計今年度來自AI的整體增量收入可達到數十億元人民幣。 由於近期互聯網行業整體回升帶動股價上揚,星展相應將百度的投資評級由「買入」下調至 「持有」,目標價則從102元升至114元,憧憬管理層在即將舉行的活動或財報中若透露AI及蘿蔔快跑的商業化計劃進展,將令其股價回升。(gc/k)~ 阿思達克財經新聞 網址: www.aastocks.com
Baidu Inc. (BIDU) concluded the recent trading session at $110.46, signifying a +1.13% move from its prior day's close.
We recently published a list of 7 Cheap Chinese Stocks To Invest In Now. In this article, we are going to take a look at where Baidu (NASDAQ:BIDU) stands against the other cheap Chinese stocks to invest in now. The Economy of China According to a report by the International Monetary Fund (IMF), China’s economy […]