《大行》摩通降百度(09888.HK)评级至“中性” 目标价下调至85元

阿斯达克财经2024-11-28

摩根大通发表报告指出，将百度(09888.HK) 的评级由“增持”下调至“中性”，主要由于宏观复苏速度不确定，导致其盈利可见性急剧下降，且生成式人工智能(Gen AI)内容部署对变现的负面影响也存在不确定性。该行另将百度2025财年经调整每股盈利预测下调21%，较市场预期低17%，因估计公司核心广告收入预测削减7%，并对其核心经营利润率预测下调6个百分点。虽然该行预测百度核心广告收入增长的疲弱将于...

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阳光照亮
2024-11-28
阳光照亮
好吧，但我坚信百度最终不会让人失望。

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height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n《大行》摩通降百度(09888.HK)评级至“中性”  目标价下调至85元\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-11-28 10:55 北京时间&nbsp;&nbsp;&nbsp;<a href=http://www.aastocks.com/tc/stocks/news/aafn-con/NOW.1400180/latest-news/AAFN><strong>阿斯达克财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>摩根大通发表报告指出，将百度(09888.HK) 的评级由“增持”下调至“中性”，主要由于宏观复苏速度不确定，导致其盈利可见性急剧下降，且生成式人工智能(Gen AI)内容部署对变现的负面影响也存在不确定性。该行另将百度2025财年经调整每股盈利预测下调21%，较市场预期低17%，因估计公司核心广告收入预测削减7%，并对其核心经营利润率预测下调6个百分点。虽然该行预测百度核心广告收入增长的疲弱将于...</p>\n\n<a href=\"http://www.aastocks.com/tc/stocks/news/aafn-con/NOW.1400180/latest-news/AAFN\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://plib.aastocks.com/aafnnews/image/medialib/20210312080454271_s.jpg","relate_stocks":{"09888":"百度集团-SW"},"source_url":"http://www.aastocks.com/tc/stocks/news/aafn-con/NOW.1400180/latest-news/AAFN","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2486303183","content_text":"摩根大通发表报告指出，将百度(09888.HK) 的评级由“增持”下调至“中性”，主要由于宏观复苏速度不确定，导致其盈利可见性急剧下降，且生成式人工智能(Gen AI)内容部署对变现的负面影响也存在不确定性。该行另将百度2025财年经调整每股盈利预测下调21%，较市场预期低17%，因估计公司核心广告收入预测削减7%，并对其核心经营利润率预测下调6个百分点。虽然该行预测百度核心广告收入增长的疲弱将于明年首季触底，随后在接下来的几个季度加速回升，但复苏的速度仍不明朗，市场预测存在下行风险。此外，该行考虑到百度于商业银行的存款与由商业银行及其他金融机构发行的财富管理产品，公司净现金相当于其市值的84%，意味着其2025年市盈率仅为两倍(不计现金)。基于公司曾向股东回馈10亿美元的资本，该行认为百度目前股价下行空间有限。对其目标价由125元下调至85元。(jl/w)(港股报价延迟最少十五分钟。沽空资料截至 2024-11-27 16:25。)AASTOCKS新闻","news_type":1,"symbols_score_info":{"09888":1}},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"}],"isCommentEnd":false,"newsSizeData":{"likeSize":0,"commentSize":1,"repostSize":1,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; 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