社区
首页
集团介绍
社区
资讯
行情
学堂
TigerAI
登录
注册
百度一哥
IP属地：北京
+关注
帖子 · 24
帖子 · 24
关注 · 0
关注 · 0
粉丝 · 0
粉丝 · 0
百度一哥
百度一哥
·
2023-02-08
那能估值到多少？
中金：维持百度集团-SW(09888)“跑赢行业”评级 目标价升至167.1港元
智通财经APP获悉，中金发布研究报告称，维持百度集团-SW“跑赢行业”评级，鉴于其在AIGC业务有所突破，目标价上调8.7%至167.1港元。1)大模型：百度的文心大模型和OpenAI的GPT模型类似，且“文心一言”所基于的ERNIE系列模型具备跨模态、跨语言的深度语义理解与生成能力。2)上行空间大：该行认为股价弹性来自于云、AIGC和自动驾驶等新业务。
中金：维持百度集团-SW(09888)“跑赢行业”评级 目标价升至167.1港元
看
3,320
回复
评论
点赞
点赞
编组 21备份 2
分享
举报
百度一哥
百度一哥
·
2022-08-31
没看懂
高盛下调百度-SW(09888.HK)目标价至202元 评级「买入」
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。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。
高盛下调百度-SW(09888.HK)目标价至202元 评级「买入」
看
2,941
回复
评论
点赞
点赞
编组 21备份 2
分享
举报
百度一哥
百度一哥
·
2022-03-01
这么少
蔚来汽车：2月交付了6131辆汽车，同比增长9.9%
蔚来汽车：2月交付了6131辆汽车，同比增长9.9%。蔚来汽车：2022年，总共交付了15783辆汽车，同比增长了23.3%。截至2022年2月28日，ES8、ES6和EC6的累计交付量达到18285
蔚来汽车：2月交付了6131辆汽车，同比增长9.9%
看
2,720
回复
7
点赞
点赞
编组 21备份 2
分享
举报
百度一哥
百度一哥
·
2021-10-18
杞人忧天吧
非常抱歉，此主贴已删除
看
4,778
回复
评论
点赞
点赞
编组 21备份 2
分享
举报
百度一哥
百度一哥
·
2021-03-26
高盛，你大爷的
非常抱歉，此主贴已删除
看
2,552
回复
评论
点赞
1
编组 21备份 2
分享
举报
百度一哥
百度一哥
·
2021-03-08
$百度(BIDU)$
没有最低只有更低
看
2,211
回复
评论
点赞
3
编组 21备份 2
分享
举报
百度一哥
百度一哥
·
2021-03-05
$百度(BIDU)$
跌到底了吗
看
4,606
回复
2
点赞
1
编组 21备份 2
分享
举报
百度一哥
百度一哥
·
2021-03-02
牛
百度最快本周寻求通过港交所聆讯
百度和哔哩哔哩分别预计募集50亿美元和30亿美元。据IPO早知道消息，百度最快本周、最晚下周寻求通过港交所聆讯，并将在3月正式完成在港二次上市，募资规模至多为50亿美元，美银、中信里昂证券和高盛牵头负
百度最快本周寻求通过港交所聆讯
看
3,294
回复
评论
点赞
点赞
编组 21备份 2
分享
举报
百度一哥
百度一哥
·
2021-02-26
$百度(BIDU)$
这都不涨吗？
看
6,093
回复
3
点赞
1
编组 21备份 2
分享
举报
百度一哥
百度一哥
·
2021-01-13
这跟百度有啥关系吗
富智康大涨近35%，传吉利将与富士康合作汽车代工
1月13日午后，港股富智康集团涨近35%，吉利汽车涨超1%，消息上，此前有报道称吉利将与富士康成立合资公司，为第三方汽车企业代工。
富智康大涨近35%，传吉利将与富士康合作汽车代工
看
3,109
回复
1
点赞
2
编组 21备份 2
分享
举报
加载更多
热议股票
{"i18n":{"language":"zh_CN"},"isCurrentUser":false,"userPageInfo":{"id":"3441357301529943","uuid":"3441357301529943","gmtCreate":1478865953248,"gmtModify":1704447487220,"name":"百度一哥","pinyin":"bdygbaiduyige","introduction":"","introductionEn":"","signature":"","avatar":"https://static.laohu8.com/default-avatar.jpg","hat":null,"hatId":null,"hatName":null,"vip":1,"status":2,"fanSize":5,"headSize":45,"tweetSize":24,"questionSize":0,"limitLevel":900,"accountStatus":4,"level":{"id":3,"name":"书生虎","nameTw":"書生虎","represent":"努力向上","factor":"发布10条非转发主帖,其中5条获得他人回复或点赞","iconColor":"3C9E83","bgColor":"A2F1D9"},"themeCounts":0,"badgeCounts":0,"badges":[],"moderator":false,"superModerator":false,"manageSymbols":null,"badgeLevel":null,"boolIsFan":false,"boolIsHead":false,"favoriteSize":0,"symbols":null,"coverImage":null,"realNameVerified":null,"userBadges":[{"badgeId":"e50ce593bb40487ebfb542ca54f6a561-4","templateUuid":"e50ce593bb40487ebfb542ca54f6a561","name":"明星虎友","description":"加入老虎社区2000天","bigImgUrl":"https://static.tigerbbs.com/dddf24b906c7011de2617d4fb3f76987","smallImgUrl":"https://static.tigerbbs.com/53d58ad32c97254c6f74db8b97e6ec49","grayImgUrl":"https://static.tigerbbs.com/6304700d92ad91c7a33e2e92ec32ecc1","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2022.05.05","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1001},{"badgeId":"228c86a078844d74991fff2b7ab2428d-2","templateUuid":"228c86a078844d74991fff2b7ab2428d","name":"投资总监虎","description":"证券账户累计交易金额达到30万美元","bigImgUrl":"https://static.tigerbbs.com/9d20b23f1b6335407f882bc5c2ad12c0","smallImgUrl":"https://static.tigerbbs.com/ada3b4533518ace8404a3f6dd192bd29","grayImgUrl":"https://static.tigerbbs.com/177f283ba21d1c077054dac07f88f3bd","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.28","exceedPercentage":"80.07%","individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1101},{"badgeId":"976c19eed35f4cd78f17501c2e99ef37-1","templateUuid":"976c19eed35f4cd78f17501c2e99ef37","name":"博闻投资者","description":"累计交易超过10只正股","bigImgUrl":"https://static.tigerbbs.com/e74cc24115c4fbae6154ec1b1041bf47","smallImgUrl":"https://static.tigerbbs.com/d48265cbfd97c57f9048db29f22227b0","grayImgUrl":"https://static.tigerbbs.com/76c6d6898b073c77e1c537ebe9ac1c57","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.21","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1102},{"badgeId":"518b5610c3e8410da5cfad115e4b0f5a-1","templateUuid":"518b5610c3e8410da5cfad115e4b0f5a","name":"实盘交易者","description":"完成一笔实盘交易","bigImgUrl":"https://static.tigerbbs.com/2e08a1cc2087a1de93402c2c290fa65b","smallImgUrl":"https://static.tigerbbs.com/4504a6397ce1137932d56e5f4ce27166","grayImgUrl":"https://static.tigerbbs.com/4b22c79415b4cd6e3d8ebc4a0fa32604","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.21","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100},{"badgeId":"35ec162348d5460f88c959321e554969-2","templateUuid":"35ec162348d5460f88c959321e554969","name":"宗师交易员","description":"证券或期货账户累计交易次数达到100次","bigImgUrl":"https://static.tigerbbs.com/ad22cfbe2d05aa393b18e9226e4b0307","smallImgUrl":"https://static.tigerbbs.com/36702e6ff3ffe46acafee66cc85273ca","grayImgUrl":"https://static.tigerbbs.com/d52eb88fa385cf5abe2616ed63781765","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.21","exceedPercentage":"80.12%","individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100}],"userBadgeCount":5,"currentWearingBadge":null,"individualDisplayBadges":null,"crmLevel":2,"crmLevelSwitch":0,"location":"北京","starInvestorFollowerNum":0,"starInvestorFlag":false,"starInvestorOrderShareNum":0,"subscribeStarInvestorNum":0,"ror":null,"winRationPercentage":null,"showRor":false,"investmentPhilosophy":null,"starInvestorSubscribeFlag":false},"page":1,"watchlist":null,"tweetList":[{"id":622429646,"gmtCreate":1675825373985,"gmtModify":1675825375901,"author":{"id":"3441357301529943","authorId":"3441357301529943","name":"百度一哥","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3441357301529943","authorIdStr":"3441357301529943"},"themes":[],"htmlText":"那能估值到多少？","listText":"那能估值到多少？","text":"那能估值到多少？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/622429646","repostId":"2309552083","repostType":2,"repost":{"id":"2309552083","kind":"news","pubTimestamp":1675821714,"share":"https://www.laohu8.com/m/news/2309552083?lang=&edition=full","pubTime":"2023-02-08 10:01","market":"us","language":"zh","title":"中金：维持百度集团-SW(09888)“跑赢行业”评级 目标价升至167.1港元","url":"https://stock-news.laohu8.com/highlight/detail?id=2309552083","media":"智通财经","summary":"智通财经APP获悉，中金发布研究报告称，维持百度集团-SW“跑赢行业”评级，鉴于其在AIGC业务有所突破，目标价上调8.7%至167.1港元。1)大模型：百度的文心大模型和OpenAI的GPT模型类似，且“文心一言”所基于的ERNIE系列模型具备跨模态、跨语言的深度语义理解与生成能力。2)上行空间大：该行认为股价弹性来自于云、AIGC和自动驾驶等新业务。","content":"<html><body><p>智通财经APP获悉，中金发布研究报告称，维持<a href=\"https://laohu8.com/S/09888\">百度集团-SW</a>(09888)“跑赢行业”评级，鉴于其在AIGC业务有所突破，目标价上调8.7%至167.1港元。公司宣布其大模型新项目“文心一言”，预计将在3月完成内测并面向公众开放，目前该产品在做上线前的冲刺准备工作。该行认为，该模型的推出有望对公司核心产品搜索引擎带来全面升级，根据此前<a href=\"https://laohu8.com/S/BIDU\">百度</a>架构师在沟通会上的交流，百度搜索今年在技术上重要的工作就是要把整个检索系统变成检索+生成双模系统。</p><p><strong>中金主要观点如下：</strong></p><p><strong>全栈布局AI，大模型基础底座坚实，数据和算力有较强保障。</strong></p><p><strong>1)大模型：</strong>百度的文心大模型(2019年推出)和OpenAI的GPT模型类似，且“文心一言”所基于的ERNIE系列模型具备跨模态、跨语言的深度语义理解与生成能力。此外，“文心一言”并非百度文心大模型的第一个产品，其AI作画平台“文心一格”和产业级搜索系统“文心百中”已经面相公众开放。<strong>2)算力：</strong>百度拥有多个云计算可用区、庞大的超算集群，该行认为，百度<a href=\"https://laohu8.com/S/5RE.SI\">智能</a>云能为ERNIE大模型应用提供高并发、高弹性、高精度等不同计算需求。<strong>3)数据：</strong>该行认为百度现有数据规模能够助力产品实现0-1，且模型在用户、数据的良性循环下有望变得越来越聪明，形成马太效应。</p><p><strong>商业应用面向B端和C端两个延展方向。</strong></p><p><strong>1)面向C端应用来看：</strong>“文心一言”植入在百度搜索中双引擎运作，一方面可以弥补搜索效率不高的问题，同时也可以弥补“文心一言”单一答案生成、用户信任度不够的短板。</p><p><strong>2)面向B端应用来看：</strong>“文心一言”搭载在云计算产品上赋能各行各业创意生成、内容创作等，AI辅助工作有望帮助企业大幅降低成本，商业前景可期。</p><p><strong>公司整体基本面下行风险低，上行空间大。</strong></p><p><strong>1)下行风险低：</strong>随着线下经济活动恢复，零售和旅游业等细分市场回暖有望对广告行业产生良好驱动，该行认为百度核心广告业务的合理估值约为340亿美元(对应10倍2023年Non-GAAP市盈率)，截至3Q22，公司净现金有140亿美元，即使不考虑新业务也能支撑当前股价。</p><p><strong>2)上行空间大：</strong>该行认为股价弹性来自于云、AIGC和自动驾驶等新业务。若对标OpenAI目前的估值290亿美元左右，该行认为百度的技术、商业实力不弱于OpenAI，可给予估值弹性;云计算、自动驾驶商业化进程稳步推进，该行认为有望基于业绩兑现给予合理估值。</p></body></html>","source":"stock_zhitongcaijing","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>中金：维持百度集团-SW(09888)“跑赢行业”评级 目标价升至167.1港元</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; 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中金：维持百度集团-SW(09888)“跑赢行业”评级 目标价升至167.1港元\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-02-08 10:01 北京时间 <a href=http://www.zhitongcaijing.com/content/detail/872936.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>智通财经APP获悉，中金发布研究报告称，维持百度集团-SW(09888)“跑赢行业”评级，鉴于其在AIGC业务有所突破，目标价上调8.7%至167.1港元。公司宣布其大模型新项目“文心一言”，预计将在3月完成内测并面向公众开放，目前该产品在做上线前的冲刺准备工作。该行认为，该模型的推出有望对公司核心产品搜索引擎带来全面升级，根据此前百度架构师在沟通会上的交流，百度搜索今年在技术上重要的工作就是要把...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/872936.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"09888":"百度集团-SW","BIDU":"百度"},"source_url":"http://www.zhitongcaijing.com/content/detail/872936.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2309552083","content_text":"智通财经APP获悉，中金发布研究报告称，维持百度集团-SW(09888)“跑赢行业”评级，鉴于其在AIGC业务有所突破，目标价上调8.7%至167.1港元。公司宣布其大模型新项目“文心一言”，预计将在3月完成内测并面向公众开放，目前该产品在做上线前的冲刺准备工作。该行认为，该模型的推出有望对公司核心产品搜索引擎带来全面升级，根据此前百度架构师在沟通会上的交流，百度搜索今年在技术上重要的工作就是要把整个检索系统变成检索+生成双模系统。中金主要观点如下：全栈布局AI，大模型基础底座坚实，数据和算力有较强保障。1)大模型：百度的文心大模型(2019年推出)和OpenAI的GPT模型类似，且“文心一言”所基于的ERNIE系列模型具备跨模态、跨语言的深度语义理解与生成能力。此外，“文心一言”并非百度文心大模型的第一个产品，其AI作画平台“文心一格”和产业级搜索系统“文心百中”已经面相公众开放。2)算力：百度拥有多个云计算可用区、庞大的超算集群，该行认为，百度智能云能为ERNIE大模型应用提供高并发、高弹性、高精度等不同计算需求。3)数据：该行认为百度现有数据规模能够助力产品实现0-1，且模型在用户、数据的良性循环下有望变得越来越聪明，形成马太效应。商业应用面向B端和C端两个延展方向。1)面向C端应用来看：“文心一言”植入在百度搜索中双引擎运作，一方面可以弥补搜索效率不高的问题，同时也可以弥补“文心一言”单一答案生成、用户信任度不够的短板。2)面向B端应用来看：“文心一言”搭载在云计算产品上赋能各行各业创意生成、内容创作等，AI辅助工作有望帮助企业大幅降低成本，商业前景可期。公司整体基本面下行风险低，上行空间大。1)下行风险低：随着线下经济活动恢复，零售和旅游业等细分市场回暖有望对广告行业产生良好驱动，该行认为百度核心广告业务的合理估值约为340亿美元(对应10倍2023年Non-GAAP市盈率)，截至3Q22，公司净现金有140亿美元，即使不考虑新业务也能支撑当前股价。2)上行空间大：该行认为股价弹性来自于云、AIGC和自动驾驶等新业务。若对标OpenAI目前的估值290亿美元左右，该行认为百度的技术、商业实力不弱于OpenAI，可给予估值弹性;云计算、自动驾驶商业化进程稳步推进，该行认为有望基于业绩兑现给予合理估值。","news_type":1,"symbols_score_info":{"09888":1,"BIDU":1}},"isVote":1,"tweetType":1,"viewCount":3320,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":660736172,"gmtCreate":1661917945301,"gmtModify":1661917945301,"author":{"id":"3441357301529943","authorId":"3441357301529943","name":"百度一哥","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3441357301529943","authorIdStr":"3441357301529943"},"themes":[],"htmlText":"没看懂","listText":"没看懂","text":"没看懂","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/660736172","repostId":"2263425796","repostType":2,"repost":{"id":"2263425796","kind":"news","pubTimestamp":1661913965,"share":"https://www.laohu8.com/m/news/2263425796?lang=&edition=full","pubTime":"2022-08-31 10:46","market":"us","language":"zh","title":"高盛下调百度-SW(09888.HK)目标价至202元 评级「买入」","url":"https://stock-news.laohu8.com/highlight/detail?id=2263425796","media":"AAFN","summary":"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。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。","content":"<html><body><p><a href=\"https://laohu8.com/S/GS\">高盛</a>发表研究报告指，<a href=\"https://laohu8.com/S/BIDU\">百度</a> (BIDU.US)第二季收入符合预期，但核心业务及旗下<a href=\"https://laohu8.com/S/IQ\">爱奇艺</a>(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</p></body></html>","source":"aastocks","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>高盛下调百度-SW(09888.HK)目标价至202元 评级「买入」</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; 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 <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,"tweetType":1,"viewCount":2941,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":636778097,"gmtCreate":1646123341980,"gmtModify":1646123341980,"author":{"id":"3441357301529943","authorId":"3441357301529943","name":"百度一哥","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3441357301529943","authorIdStr":"3441357301529943"},"themes":[],"htmlText":"这么少","listText":"这么少","text":"这么少","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":7,"repostSize":0,"link":"https://laohu8.com/post/636778097","repostId":"1122804292","repostType":2,"repost":{"id":"1122804292","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1646123288,"share":"https://www.laohu8.com/m/news/1122804292?lang=&edition=full","pubTime":"2022-03-01 16:28","market":"other","language":"zh","title":"蔚来汽车：2月交付了6131辆汽车，同比增长9.9%","url":"https://stock-news.laohu8.com/highlight/detail?id=1122804292","media":"老虎资讯综合","summary":"蔚来汽车：2月交付了6131辆汽车，同比增长9.9%。蔚来汽车：2022年，总共交付了15783辆汽车，同比增长了23.3%。截至2022年2月28日，ES8、ES6和EC6的累计交付量达到18285","content":"<html><head></head><body><p>蔚来汽车：2月交付了6131辆汽车，同比增长9.9%。</p><p>蔚来汽车：2022年，总共交付了15783辆汽车，同比增长了23.3%。截至2022年2月28日，ES8、ES6和EC6的累计交付量达到182853辆。</p><p><img src=\"https://static.tigerbbs.com/80f82c8359fcc64b9695a52d1f4ef2dc\" tg-width=\"1380\" tg-height=\"569\" width=\"100%\" height=\"auto\"/></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>蔚来汽车：2月交付了6131辆汽车，同比增长9.9%</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; 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蔚来汽车：2月交付了6131辆汽车，同比增长9.9%\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2022-03-01 16:28</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>蔚来汽车：2月交付了6131辆汽车，同比增长9.9%。</p><p>蔚来汽车：2022年，总共交付了15783辆汽车，同比增长了23.3%。截至2022年2月28日，ES8、ES6和EC6的累计交付量达到182853辆。</p><p><img src=\"https://static.tigerbbs.com/80f82c8359fcc64b9695a52d1f4ef2dc\" tg-width=\"1380\" tg-height=\"569\" width=\"100%\" height=\"auto\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/608c0ca7f544a93854339353ff5e9ae1","relate_stocks":{},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1122804292","content_text":"蔚来汽车：2月交付了6131辆汽车，同比增长9.9%。蔚来汽车：2022年，总共交付了15783辆汽车，同比增长了23.3%。截至2022年2月28日，ES8、ES6和EC6的累计交付量达到182853辆。","news_type":1,"symbols_score_info":{"09866":0.9,"NIO":0.9}},"isVote":1,"tweetType":1,"viewCount":2720,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3556838183075847","authorId":"3556838183075847","name":"Rex_0492","avatar":"https://static.tigerbbs.com/4876eb1388c27a219486896921a65d29","crmLevel":2,"crmLevelSwitch":0,"idStr":"3556838183075847","authorIdStr":"3556838183075847"},"content":"二月+过年","text":"二月+过年","html":"二月+过年"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":850165854,"gmtCreate":1634565766181,"gmtModify":1634565766181,"author":{"id":"3441357301529943","authorId":"3441357301529943","name":"百度一哥","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3441357301529943","authorIdStr":"3441357301529943"},"themes":[],"htmlText":"杞人忧天吧","listText":"杞人忧天吧","text":"杞人忧天吧","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/850165854","repostId":"2176112480","repostType":2,"isVote":1,"tweetType":1,"viewCount":4778,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":356697188,"gmtCreate":1616771044444,"gmtModify":1616771254138,"author":{"id":"3441357301529943","authorId":"3441357301529943","name":"百度一哥","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3441357301529943","authorIdStr":"3441357301529943"},"themes":[],"htmlText":"高盛，你大爷的","listText":"高盛，你大爷的","text":"高盛，你大爷的","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/356697188","repostId":"2121465465","repostType":2,"isVote":1,"tweetType":1,"viewCount":2552,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":329985273,"gmtCreate":1615198624392,"gmtModify":1703485534143,"author":{"id":"3441357301529943","authorId":"3441357301529943","name":"百度一哥","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3441357301529943","authorIdStr":"3441357301529943"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/BIDU\">$百度(BIDU)$</a>没有最低只有更低","listText":"<a href=\"https://laohu8.com/S/BIDU\">$百度(BIDU)$</a>没有最低只有更低","text":"$百度(BIDU)$没有最低只有更低","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/329985273","isVote":1,"tweetType":1,"viewCount":2211,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":367886307,"gmtCreate":1614935602109,"gmtModify":1703483136525,"author":{"id":"3441357301529943","authorId":"3441357301529943","name":"百度一哥","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3441357301529943","authorIdStr":"3441357301529943"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/BIDU\">$百度(BIDU)$</a>跌到底了吗","listText":"<a href=\"https://laohu8.com/S/BIDU\">$百度(BIDU)$</a>跌到底了吗","text":"$百度(BIDU)$跌到底了吗","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/367886307","isVote":1,"tweetType":1,"viewCount":4606,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":362539297,"gmtCreate":1614647779419,"gmtModify":1703479289463,"author":{"id":"3441357301529943","authorId":"3441357301529943","name":"百度一哥","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3441357301529943","authorIdStr":"3441357301529943"},"themes":[],"htmlText":"牛","listText":"牛","text":"牛","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/362539297","repostId":"1126172174","repostType":2,"repost":{"id":"1126172174","kind":"news","weMediaInfo":{"introduction":"关注IPO最新资讯，第一时间传播市场动态及投资价值，专业提供IPO项目咨询服务。","home_visible":1,"media_name":"IPO早知道","id":"1002830115","head_image":"https://static.tigerbbs.com/2c011a3d6c6b49fb8f278024402f343a"},"pubTimestamp":1614646542,"share":"https://www.laohu8.com/m/news/1126172174?lang=&edition=full","pubTime":"2021-03-02 08:55","market":"us","language":"zh","title":"百度最快本周寻求通过港交所聆讯","url":"https://stock-news.laohu8.com/highlight/detail?id=1126172174","media":"IPO早知道","summary":"百度和哔哩哔哩分别预计募集50亿美元和30亿美元。据IPO早知道消息，百度最快本周、最晚下周寻求通过港交所聆讯，并将在3月正式完成在港二次上市，募资规模至多为50亿美元，美银、中信里昂证券和高盛牵头负","content":"<blockquote><a href=\"https://laohu8.com/S/BIDU\">百度</a>和<a href=\"https://laohu8.com/S/BILI\">哔哩哔哩</a>分别预计募集50亿美元和30亿美元。</blockquote><p>据IPO早知道消息，百度最快本周、最晚下周寻求通过港交所聆讯，并将在3月正式完成在港二次上市，募资规模至多为50亿美元，美银、中信里昂证券和<a href=\"https://laohu8.com/S/GS\">高盛</a>牵头负责本次上市事宜。</p><p>此外，哔哩哔哩则预计将于下周寻求通过港交所聆讯，募资规模预计为30亿美元，高盛、<a href=\"https://laohu8.com/S/JPM\">摩根大通</a>、<a href=\"https://laohu8.com/S/MS\">摩根士丹利</a>和<a href=\"https://laohu8.com/S/UBS\">瑞银</a>为保荐人。</p><p>这里需要指出的一点是，根据港交所2018年4月24日公布的《新兴及创<a href=\"https://laohu8.com/S/300832\">新产业</a>公司上市制度》咨询总结，二次上市的企业以保密方式递交上市资料存盘后，直至通过聆讯后才将在港交所官网披露招股说明书。</p><p>这意味着，<b>百度和哔哩哔哩的招股说明书预计于本周末及下周末正式公开</b>；而按通过聆讯的时间计算，百度和哔哩哔哩的招股时间将极为接近，且两者最快都将于3月登陆港交所。</p><p>本周一（3月1日），百度宣布完成1:80的拆股且于3月1日生效——从每10股ADS（美国存托股票）代表1股A类普通股，更改为每1股ADS代表8股A类普通股。</p><p>某种程度上而言，<b>拆股意味着未来两地上市公司股价的绝对值更为相似，更利于国际投资者的理解、以及增强流动性和降低中小投资者的参与门槛</b>。在2019年下半年<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>在港二次上市前，其同样选择1:8的拆股。</p><p>北京时间2月18日，百度发布了截至2020年12月31日的第四季度及全年未经审计的财务报告。</p><p>财报显示，百度第四季度的营收为303亿元（人民币，下同），同比增长5%；非美国通用会计准则下，归属百度的净利润为69亿元，同比增长25%。2020年全年，百度的营收为1071亿元，与2019年基本持平；非美国通用会计准则的净利润则为220亿元，同比增长21%。</p><p>至于移动生态基本盘的百度App。2020年12月，百度App的月活跃用户数为5.44亿，日登录用户占比超70%，同比提升18个百分点；百度<a href=\"https://laohu8.com/S/5RE.SI\">智能</a>小程序月活跃用户数为4.14亿（含开源小程序），智能小程序数量同比增长124%。</p><p><b>得益于在自动驾驶领域的持续动作，百度过去三个月的股价已上涨超过100%</b>。截至拆股前，百度的股价报于每股283.46美元，市值约为966亿美元。</p><p>北京时间2月25日，哔哩哔哩同样发布了截至2020年12月31日的第四季度及全年未经审计的财务报告。</p><p>财报显示，2020年第四季度B站的营收为38.4亿元，同比增长91%；调整后净亏损为6.82亿元，2019年同期的调整后净亏损为3.37亿元。2020年全年，B站的营收为120亿元，同比增长77％；调整后净亏损为26亿元，2019年同期的调整后净亏损则为11亿元。</p><p>用户数据方面，B站第四季度的月活用户为2.02亿，同比增长55%；其中移动端月活用户为1.87亿，同比增长61%；日活用户则为5400万，同比增长42%。</p><p><b>哔哩哔哩董事长兼CEO陈睿在财报电话会议中表示，未来三年的用户增长目标是“2023年内MAU达到4亿”</b>。</p><p>当然，若百度和哔哩哔哩在相隔较短的时间内乃至同期招股，对于两家公司和投资者而言都提出了更高的要求。</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>百度最快本周寻求通过港交所聆讯</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; 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百度最快本周寻求通过港交所聆讯\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1002830115\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/2c011a3d6c6b49fb8f278024402f343a);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">IPO早知道 </p>\n<p class=\"h-time\">2021-03-02 08:55</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<blockquote><a href=\"https://laohu8.com/S/BIDU\">百度</a>和<a href=\"https://laohu8.com/S/BILI\">哔哩哔哩</a>分别预计募集50亿美元和30亿美元。</blockquote><p>据IPO早知道消息，百度最快本周、最晚下周寻求通过港交所聆讯，并将在3月正式完成在港二次上市，募资规模至多为50亿美元，美银、中信里昂证券和<a href=\"https://laohu8.com/S/GS\">高盛</a>牵头负责本次上市事宜。</p><p>此外，哔哩哔哩则预计将于下周寻求通过港交所聆讯，募资规模预计为30亿美元，高盛、<a href=\"https://laohu8.com/S/JPM\">摩根大通</a>、<a href=\"https://laohu8.com/S/MS\">摩根士丹利</a>和<a href=\"https://laohu8.com/S/UBS\">瑞银</a>为保荐人。</p><p>这里需要指出的一点是，根据港交所2018年4月24日公布的《新兴及创<a href=\"https://laohu8.com/S/300832\">新产业</a>公司上市制度》咨询总结，二次上市的企业以保密方式递交上市资料存盘后，直至通过聆讯后才将在港交所官网披露招股说明书。</p><p>这意味着，<b>百度和哔哩哔哩的招股说明书预计于本周末及下周末正式公开</b>；而按通过聆讯的时间计算，百度和哔哩哔哩的招股时间将极为接近，且两者最快都将于3月登陆港交所。</p><p>本周一（3月1日），百度宣布完成1:80的拆股且于3月1日生效——从每10股ADS（美国存托股票）代表1股A类普通股，更改为每1股ADS代表8股A类普通股。</p><p>某种程度上而言，<b>拆股意味着未来两地上市公司股价的绝对值更为相似，更利于国际投资者的理解、以及增强流动性和降低中小投资者的参与门槛</b>。在2019年下半年<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>在港二次上市前，其同样选择1:8的拆股。</p><p>北京时间2月18日，百度发布了截至2020年12月31日的第四季度及全年未经审计的财务报告。</p><p>财报显示，百度第四季度的营收为303亿元（人民币，下同），同比增长5%；非美国通用会计准则下，归属百度的净利润为69亿元，同比增长25%。2020年全年，百度的营收为1071亿元，与2019年基本持平；非美国通用会计准则的净利润则为220亿元，同比增长21%。</p><p>至于移动生态基本盘的百度App。2020年12月，百度App的月活跃用户数为5.44亿，日登录用户占比超70%，同比提升18个百分点；百度<a href=\"https://laohu8.com/S/5RE.SI\">智能</a>小程序月活跃用户数为4.14亿（含开源小程序），智能小程序数量同比增长124%。</p><p><b>得益于在自动驾驶领域的持续动作，百度过去三个月的股价已上涨超过100%</b>。截至拆股前，百度的股价报于每股283.46美元，市值约为966亿美元。</p><p>北京时间2月25日，哔哩哔哩同样发布了截至2020年12月31日的第四季度及全年未经审计的财务报告。</p><p>财报显示，2020年第四季度B站的营收为38.4亿元，同比增长91%；调整后净亏损为6.82亿元，2019年同期的调整后净亏损为3.37亿元。2020年全年，B站的营收为120亿元，同比增长77％；调整后净亏损为26亿元，2019年同期的调整后净亏损则为11亿元。</p><p>用户数据方面，B站第四季度的月活用户为2.02亿，同比增长55%；其中移动端月活用户为1.87亿，同比增长61%；日活用户则为5400万，同比增长42%。</p><p><b>哔哩哔哩董事长兼CEO陈睿在财报电话会议中表示，未来三年的用户增长目标是“2023年内MAU达到4亿”</b>。</p><p>当然，若百度和哔哩哔哩在相隔较短的时间内乃至同期招股，对于两家公司和投资者而言都提出了更高的要求。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/0cb3c6c3c55603d00a14ee3389850b7f","relate_stocks":{"BIDU":"百度"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1126172174","content_text":"百度和哔哩哔哩分别预计募集50亿美元和30亿美元。据IPO早知道消息，百度最快本周、最晚下周寻求通过港交所聆讯，并将在3月正式完成在港二次上市，募资规模至多为50亿美元，美银、中信里昂证券和高盛牵头负责本次上市事宜。此外，哔哩哔哩则预计将于下周寻求通过港交所聆讯，募资规模预计为30亿美元，高盛、摩根大通、摩根士丹利和瑞银为保荐人。这里需要指出的一点是，根据港交所2018年4月24日公布的《新兴及创新产业公司上市制度》咨询总结，二次上市的企业以保密方式递交上市资料存盘后，直至通过聆讯后才将在港交所官网披露招股说明书。这意味着，百度和哔哩哔哩的招股说明书预计于本周末及下周末正式公开；而按通过聆讯的时间计算，百度和哔哩哔哩的招股时间将极为接近，且两者最快都将于3月登陆港交所。本周一（3月1日），百度宣布完成1:80的拆股且于3月1日生效——从每10股ADS（美国存托股票）代表1股A类普通股，更改为每1股ADS代表8股A类普通股。某种程度上而言，拆股意味着未来两地上市公司股价的绝对值更为相似，更利于国际投资者的理解、以及增强流动性和降低中小投资者的参与门槛。在2019年下半年阿里巴巴在港二次上市前，其同样选择1:8的拆股。北京时间2月18日，百度发布了截至2020年12月31日的第四季度及全年未经审计的财务报告。财报显示，百度第四季度的营收为303亿元（人民币，下同），同比增长5%；非美国通用会计准则下，归属百度的净利润为69亿元，同比增长25%。2020年全年，百度的营收为1071亿元，与2019年基本持平；非美国通用会计准则的净利润则为220亿元，同比增长21%。至于移动生态基本盘的百度App。2020年12月，百度App的月活跃用户数为5.44亿，日登录用户占比超70%，同比提升18个百分点；百度智能小程序月活跃用户数为4.14亿（含开源小程序），智能小程序数量同比增长124%。得益于在自动驾驶领域的持续动作，百度过去三个月的股价已上涨超过100%。截至拆股前，百度的股价报于每股283.46美元，市值约为966亿美元。北京时间2月25日，哔哩哔哩同样发布了截至2020年12月31日的第四季度及全年未经审计的财务报告。财报显示，2020年第四季度B站的营收为38.4亿元，同比增长91%；调整后净亏损为6.82亿元，2019年同期的调整后净亏损为3.37亿元。2020年全年，B站的营收为120亿元，同比增长77％；调整后净亏损为26亿元，2019年同期的调整后净亏损则为11亿元。用户数据方面，B站第四季度的月活用户为2.02亿，同比增长55%；其中移动端月活用户为1.87亿，同比增长61%；日活用户则为5400万，同比增长42%。哔哩哔哩董事长兼CEO陈睿在财报电话会议中表示，未来三年的用户增长目标是“2023年内MAU达到4亿”。当然，若百度和哔哩哔哩在相隔较短的时间内乃至同期招股，对于两家公司和投资者而言都提出了更高的要求。","news_type":1,"symbols_score_info":{"BIDU":0.9}},"isVote":1,"tweetType":1,"viewCount":3294,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":368509013,"gmtCreate":1614334016832,"gmtModify":1703476504404,"author":{"id":"3441357301529943","authorId":"3441357301529943","name":"百度一哥","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3441357301529943","authorIdStr":"3441357301529943"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/BIDU\">$百度(BIDU)$</a>这都不涨吗？","listText":"<a href=\"https://laohu8.com/S/BIDU\">$百度(BIDU)$</a>这都不涨吗？","text":"$百度(BIDU)$这都不涨吗？","images":[{"img":"https://static.tigerbbs.com/697a8552dba99707f945cb4cc1bf5c7c","width":"2724","height":"928"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/368509013","isVote":1,"tweetType":1,"viewCount":6093,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":335393026,"gmtCreate":1610524228165,"gmtModify":1703744935867,"author":{"id":"3441357301529943","authorId":"3441357301529943","name":"百度一哥","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3441357301529943","authorIdStr":"3441357301529943"},"themes":[],"htmlText":"这跟百度有啥关系吗","listText":"这跟百度有啥关系吗","text":"这跟百度有啥关系吗","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/335393026","repostId":"1179634650","repostType":4,"repost":{"id":"1179634650","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1610521215,"share":"https://www.laohu8.com/m/news/1179634650?lang=&edition=full","pubTime":"2021-01-13 15:00","market":"hk","language":"zh","title":"富智康大涨近35%，传吉利将与富士康合作汽车代工","url":"https://stock-news.laohu8.com/highlight/detail?id=1179634650","media":"老虎资讯综合","summary":"1月13日午后，港股富智康集团涨近35%，吉利汽车涨超1%，消息上，此前有报道称吉利将与富士康成立合资公司，为第三方汽车企业代工。","content":"<p>1月13日午后，港股<a href=\"https://laohu8.com/S/02038\">富智康集团</a>涨近35%，<a href=\"https://laohu8.com/S/00175\">吉利汽车</a>涨超1%，消息上，此前有报道称吉利将与富士康成立合资公司，为第三方汽车企业代工。</p><p><img src=\"https://static.tigerbbs.com/c676a90e135c208a2de48b55753c0ed7\" tg-width=\"840\" tg-height=\"470\"><img src=\"https://static.tigerbbs.com/34eb565ccb840b062052923fac6c4ab2\" tg-width=\"840\" tg-height=\"470\"></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>富智康大涨近35%，传吉利将与富士康合作汽车代工</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; 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富智康大涨近35%，传吉利将与富士康合作汽车代工\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2021-01-13 15:00</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>1月13日午后，港股<a href=\"https://laohu8.com/S/02038\">富智康集团</a>涨近35%，<a href=\"https://laohu8.com/S/00175\">吉利汽车</a>涨超1%，消息上，此前有报道称吉利将与富士康成立合资公司，为第三方汽车企业代工。</p><p><img src=\"https://static.tigerbbs.com/c676a90e135c208a2de48b55753c0ed7\" tg-width=\"840\" tg-height=\"470\"><img src=\"https://static.tigerbbs.com/34eb565ccb840b062052923fac6c4ab2\" tg-width=\"840\" tg-height=\"470\"></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/18f26a21557b2b9fbf841d276ecb7796","relate_stocks":{"02038":"富智康集团(新)","00175":"吉利汽车"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1179634650","content_text":"1月13日午后，港股富智康集团涨近35%，吉利汽车涨超1%，消息上，此前有报道称吉利将与富士康成立合资公司，为第三方汽车企业代工。","news_type":1,"symbols_score_info":{"00175":0.9,"02038":0.9}},"isVote":1,"tweetType":1,"viewCount":3109,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"defaultTab":"posts","isTTM":false}