短期广告增长承压,关注AI产品重构进展及智驾商业化,维持“买入”评级短期百度核心广告及爱奇艺业务承压,我们下调公司2024-2026年non-GAAP净利润预测至261/272/298亿元(前值:268/287/319亿元),对应同比增速-9.3%/4.4%/9.4%,对应调整后摊薄EPS9.0/9.3/10.0元,当前股价76.65HKD对应2024-2026年7.8/7.6/7.1倍PE。考虑...
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