金吾财讯 | 麦格理发表研报指，百度集团(09888)上季盈利胜市场预期，但核心广告收入按年跌幅加快，主要应用程式的用户流量似乎疲弱。另外，Robotaxi在中国取得一些进展，但对百度的长期财务贡献仍具不确定性。该行表示，百度上季营收为341亿人民币，较去年同期减少2%。经调整纯利较去年同期下跌13%至67亿人民币，则较市场预期大幅高出37%。该行上调对其今明两年每股盈测分别18%及14%，以反映百度云增长更强及利润率改善。但报告补充，百度前景仍然受压。由于宏观环境不明朗及变现进度缓慢，预期公司今年经调整纯利按年跌4%。评级“中性”。百度港股目标价由76港元升至86港元。
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