《大行》里昂降百度(BIDU.US)2024及2025財年經調整淨利潤預測維持“跑贏大市”評級

阿斯達克財經

02-12

里昂發表研報指，預測百度(09888.HK) (BIDU.US) 2024年第四季業績將受到宏觀經濟疲軟和AI搜尋業務轉型的影響，受營銷收入下跌加劇及來自極越汽車的一次性撇帳拖累，預料上季核心收入及經調整EBIT按年下跌4%和23%。但該行預期，受強勁的AI產品需求驅動，上季雲業務收入按年增長加快至13%。
考慮到廣告收入下降，里昂將百度2024及2025財年經調整淨利潤預測下調5%和4%，管理層預計AI搜尋業務將在今年內逐步實現盈利。里昂維持百度“跑贏大市”評級不變，美股目標價爲120美元。(gc/u)(港股報價延遲最少十五分鐘。沽空資料截至 2025-02-11 16:25。) (美股爲即時串流報價； OTC市場股票除外，資料延遲最少15分鐘。)

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11:20</span>\n</p>\n</h4>\n</header>\n<article>\n<html><body><div> <span> <p>里昂發表研報指，預測<a href=\"https://laohu8.com/S/BIDU\">百度</a>(09888.HK)<span> </span>(BIDU.US)<span> </span><span> </span>2024年第四季業績將受到宏觀經濟疲軟和AI搜尋業務轉型的影響，受營銷收入下跌加劇及來自極越汽車的一次性撇帳拖累，預料上季核心收入及經調整EBIT按年下跌4%和23%。但該行預期，受強勁的AI產品需求驅動，上季雲業務收入按年增長加快至13%。<br/>考慮到廣告收入下降，里昂將百度2024及2025財年經調整淨利潤預測下調5%和4%，管理層預計AI搜尋業務將在今年內逐步實現盈利。里昂維持百度“跑贏大市”評級不變，美股目標價爲120美元。(gc/u)(港股報價延遲最少十五分鐘。沽空資料截至 2025-02-11 16:25。) (美股爲即時串流報價； OTC市場股票除外，資料延遲最少15分鐘。)</p><div></div>AASTOCKS新聞 </span> </div></body></html>\n<div class=\"bt-text\">\n\n\n<p> 來源：<a href=\"http://www.aastocks.com/tc/stocks/analysis/china-hot-topic-content.aspx?id=NOW.1416635&catg=4&source=AAFN\">阿斯達克財經</a></p>\n<p>為提升您的閱讀體驗，我們對本頁面進行了排版優化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU0417516902.SGD","symbol_name":"Allianz China Equity Cl AT Acc 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