高盛下调百度-SW(09888.HK)目标价至202元评级「买入」_老虎社区_美港股上老虎 - 老虎社区

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高盛下调百度-SW(09888.HK)目标价至202元评级「买入」

AAFN2022-08-31

高盛发表研究报告指，百度 (BIDU.US)第二季收入符合预期，但核心业务及旗下爱奇艺(IQ.US)的强劲增长带动下，季度盈利超出预期，非通用会计准则下每股平均摊薄盈利较该行预测高出38%。高盛指出，百度毛利率持续提高，为核心盈利第三季实现增长铺路，广告业务8月份显着复苏，预期第三季将录得按年持平。期内云端业务收入增长达31%，远远抛离同行下跌6%至增长10%的表现，憧憬下半年业务将持续提速增长。该行认为，百度次季业绩进一步证明管理层稳健执行能力，对第三季核心业务录得盈利增长有信心，同时预期下半年成本节约措施持续见效。高盛维持2022年收入预测大致不变，将2023至2024年集团整体收入预测下调2%至5%，但将期内非通用会计准则纯利预测上调2%至4%，目标价由207元降至202元，对应2023年预测市盈率22.7倍，维持「买入」评级。(gc/s)~阿思达克财经新闻网址: www.aastocks.com

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百度一哥
·2022-08-31
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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高盛下调百度-SW(09888.HK)目标价至202元  评级「买入」\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-08-31 10:46 北京时间&nbsp;&nbsp;&nbsp;<a href=http://www.aastocks.com/apps/data/iphone/news/newscontent.aspx?newsid=NOW.1210195&style=5&chgstyle=1&categoryid=stock&width=320&market_id=hk&fontary=3&platform=iPhone&language=sc&isfirstreq=1&sourceid=aafn&datatype=0><strong>AAFN</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>高盛发表研究报告指，百度  (BIDU.US)第二季收入符合预期，但核心业务及旗下爱奇艺(IQ.US)的强劲增长带动下，季度盈利超出预期，非通用会计准则下每股平均摊薄盈利较该行预测高出38%。高盛指出，百度毛利率持续提高，为核心盈利第三季实现增长铺路，广告业务8月份显着复苏，预期第三季将录得按年持平。期内云端业务收入增长达31%，远远抛离同行下跌6%至增长10%的表现，憧憬下半年业务将持续提速增长...</p>\n\n<a href=\"http://www.aastocks.com/apps/data/iphone/news/newscontent.aspx?newsid=NOW.1210195&style=5&chgstyle=1&categoryid=stock&width=320&market_id=hk&fontary=3&platform=iPhone&language=sc&isfirstreq=1&sourceid=aafn&datatype=0\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"http://www.aastocks.com/apps/data/iphone/news/newscontent.aspx?newsid=NOW.1210195&style=5&chgstyle=1&categoryid=stock&width=320&market_id=hk&fontary=3&platform=iPhone&language=sc&isfirstreq=1&sourceid=aafn&datatype=0","is_english":false,"share_image_url":"https://static.laohu8.com/51f6b9126f36f92bbf92982596066e5a","article_id":"2263425796","content_text":"高盛发表研究报告指，百度  (BIDU.US)第二季收入符合预期，但核心业务及旗下爱奇艺(IQ.US)的强劲增长带动下，季度盈利超出预期，非通用会计准则下每股平均摊薄盈利较该行预测高出38%。高盛指出，百度毛利率持续提高，为核心盈利第三季实现增长铺路，广告业务8月份显着复苏，预期第三季将录得按年持平。期内云端业务收入增长达31%，远远抛离同行下跌6%至增长10%的表现，憧憬下半年业务将持续提速增长。该行认为，百度次季业绩进一步证明管理层稳健执行能力，对第三季核心业务录得盈利增长有信心，同时预期下半年成本节约措施持续见效。高盛维持2022年收入预测大致不变，将2023至2024年集团整体收入预测下调2%至5%，但将期内非通用会计准则纯利预测上调2%至4%，目标价由207元降至202元，对应2023年预测市盈率22.7倍，维持「买入」评级。(gc/s)~阿思达克财经新闻网址: www.aastocks.com","news_type":1,"symbols_score_info":{"09888":0.9,"BIDU":1}},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"}],"hasMoreComments":true,"newsSizeData":{"likeSize":0,"commentSize":1,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false}}