海通证券发表研究报告指，因应宏观经济持续低迷及生成式人工智能(GenAI)的调整在今年上半年持续，因此将百度(09888.HK) (BIDU.US) 首季核心广告业务收入预测下调至160.44 亿元人民币，意味按年下跌6%，对比此前预测为下跌4%，目前预测百度首季度收入将按年微跌0.6%至313亿元人民币，百度核心业务收入料按年增长2.4%至243.77亿元人民币。
海通并将百度首季非公认会计准则(Non-GAAP)下经营利润及净利润预测，分别上调15.8%及46.7%，至50.95亿及53.55亿元人民币，全年度Non-GAAP净利润预测则上调19.6%至277.18亿元人民币。憧憬关键行业迅速采用百度的大语言模型解决方案，推动下其云业务强劲增长，海通预测2025年首度百度云业务收入可按年增长27%，全年料增长25%，维持“优于大市”评级，美股目标价121美元。(gc/da)(港股报价延迟最少十五分钟。沽空资料截至 2025-04-17 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。)
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