《大行》高盛：百度(09888.HK)云业务增长抵销搜索不确定性

阿斯达克财经

2025/02/19

高盛发表报告，指百度-SW(09888.HK) (BIDU.US) 去年末季业绩符预期，留意到公司持续业务转型，AI举措正对集团各主要业务线(搜寻、云计算、自动驾驶)带来重大影响。该行料在AI相关培训/推理需求及企业更广泛应用驱动下，百度快速增长而可盈利的AI云业务正在成型。考虑Deepseek-R1登场及首季起增加应用场景，该行相信百度云需求今年将维持强劲，增长料逾20%。另边厢，该行认为百度...

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href=\"http://www.aastocks.com/tc/stocks/news/aafn-con/NOW.1418377/latest-news/AAFN\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU0456827905.SGD","symbol_name":"JPMorgan Funds - China A (acc) 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HK) cloud business growth offsets search uncertainty","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"89888":0.6,"09888":1,"BIDU":0.6},"content_text":"高盛发表报告，指百度-SW(09888.HK) (BIDU.US)  去年末季业绩符预期，留意到公司持续业务转型，AI举措正对集团各主要业务线(搜寻、云计算、自动驾驶)带来重大影响。该行料在AI相关培训/推理需求及企业更广泛应用驱动下，百度快速增长而可盈利的AI云业务正在成型。考虑Deepseek-R1登场及首季起增加应用场景，该行相信百度云需求今年将维持强劲，增长料逾20%。另边厢，该行认为百度主要业务忧虑仍在搜寻，源于来自初创及同业巨擘(如腾讯及字节)的AI聊天机器人/搜寻竞争加剧。百度主要重心在提升用户体验，认为其快速接合Deepseek及免费开放文心一言，开源文心一言4.5属防守而有必要举措，以活化搜寻市场占比。高盛上调百度今明两年每股美国存托证券盈利预测介乎2%至4%，以反映云计算展望改善抵销了搜索不确定性，评级“买入”，H股目标价维持99港元。(da/w)(港股报价延迟最少十五分钟。沽空资料截至 2025-02-18 16:25。) (美股为即时串流报价； OTC市场股票除外，资料延迟最少15分钟。)AASTOCKS新闻","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"dataReport","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"}}}