【汇丰：研究升百度目标价至91.7港元 更快AI采用推动云业务增长】金十数据2月19日讯，汇丰研究的报告指，受惠于开源模型驱动的人工智能(AI)采用增加，百度(09888.HK)今年云业务展望向好，而公司能否重新评级仍视乎广告的复苏速度。该行上调对百度今明两年的云业务增长预测分别至21%及15%，另上调对其收入预测1.7%至2.7%，但由于收入组合进一步向低利润的云业务转移，故对其盈利预测仅上调0.3%至1.3%，尽管云业务的利润逐步改善。同时，该行亦料百度今年的股东回报将改善至3%，且云业务前景改善，但以今年预测市盈率9倍计，估值合理。该行维持对百度的“持有”评级，美股目标价由93美元升至94美元，港股目标价由90.7港元上调至91.7港元。
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