在线广告业务持续恢复，多家机构将百度目标价上调至300美元以上

环球财富网2021-01-29

资本市场正在重估百度。近日，国外知名投行瑞银和瑞信均发布了针对百度的研究报告，两家机构分别上调百度目标价至315美元和300美元。这也是瑞信本月第二次上调百度目标价。按上述目标价格计算，未来百度市值将超过千亿美元。瑞银分析师解释，百度的核心业务和云业务都有上升空间。鉴于百度不同业务的发展，他们更愿意用SOTP估值法去看待百度，根据分类加总估值法，瑞银给出了百度搜索+信息流业务每股133美元的估值，...

网页链接

免责声明：本文观点仅代表作者个人观点，不构成本平台的投资建议，本平台不对文章信息准确性、完整性和及时性做出任何保证，亦不对因使用或信赖文章信息引发的任何损失承担责任。

精彩评论

killer028
2021-02-01
killer028
别奶了
未来已来明明哈哈哈哈
2021-02-01
未来已来明明哈哈哈哈
一直看好百度
Calvin93
2021-01-30
Calvin93
涨吧
Gladly
2021-01-29
Gladly
你这么多利好，你是涨涨啊

发表看法

{"i18n":{"language":"zh_CN"},"isChannel":false,"data":{"share":"https://www.laohu8.com/m/news/2107187042?lang=zh_CN&edition=full","thumbnail":"https://static.tigerbbs.com/3d671f82579a0f7a86039a21fe8fc002","is_english":false,"pubTime":"2021-01-29 15:09","share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","id":"2107187042","market":"us","top_or_hot":-1,"title":"在线广告业务持续恢复，多家机构将百度目标价上调至300美元以上","media":"环球财富网","content":"<div>\n<p>资本市场正在重估百度。近日，国外知名投行瑞银和瑞信均发布了针对百度的研究报告，两家机构分别上调百度目标价至315美元和300美元。这也是瑞信本月第二次上调百度目标价。按上述目标价格计算，未来百度市值将超过千亿美元。瑞银分析师解释，百度的核心业务和云业务都有上升空间。鉴于百度不同业务的发展，他们更愿意用SOTP估值法去看待百度，根据分类加总估值法，瑞银给出了百度搜索+信息流业务每股133美元的估值，...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202101291511327d314f46&s=b\">网页链接</a>\n\n</div>\n","source":"tencent","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>在线广告业务持续恢复，多家机构将百度目标价上调至300美元以上</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n在线广告业务持续恢复，多家机构将百度目标价上调至300美元以上\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-01-29 15:09 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202101291511327d314f46&s=b><strong>环球财富网</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>资本市场正在重估百度。近日，国外知名投行瑞银和瑞信均发布了针对百度的研究报告，两家机构分别上调百度目标价至315美元和300美元。这也是瑞信本月第二次上调百度目标价。按上述目标价格计算，未来百度市值将超过千亿美元。瑞银分析师解释，百度的核心业务和云业务都有上升空间。鉴于百度不同业务的发展，他们更愿意用SOTP估值法去看待百度，根据分类加总估值法，瑞银给出了百度搜索+信息流业务每股133美元的估值，...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202101291511327d314f46&s=b\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"01163","symbol_name":"虎视传媒","start_time":0,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202101291511327d314f46&s=b","article_id":"2107187042","we_media_id":null,"thumbnails":["https://static.tigerbbs.com/3d671f82579a0f7a86039a21fe8fc002"],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202101291511327d314f46&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"url":"https://stock-news.laohu8.com/highlight/detail?id=2107187042","pubTimestamp":1611904142,"sourceInfo":{"source_id":"tencent","name":"腾讯"},"weMediaInfo":null,"summary":"近日，国外知名投行瑞银和瑞信均发布了针对百度的研究报告，两家机构分别上调百度目标价至315美元和300美元。在中小企业广告需求的复苏背景下，瑞信维持百度“跑赢大盘”等级，并给出了每股300美元的目标价格。在机构一致看好的同时，近期百度股价不断上涨，最高涨至260美元附近，较去年最低点的82美元涨了217%，市值也逼近千亿美元。分析师表示，在广告业务持续复苏以及自动驾驶和电动汽车业务的推动下，未来百度的股价仍有上涨空间。","collect":0,"end_time":0,"defaultTopTitle":"qq.com","property":["rate"],"viewcount":null,"language":"zh","relate_stocks":{"01163":"虎视传媒","BIDU":"百度"},"translate_title":"The online advertising business continued to recover, with several agencies raising Baidu's target price to more than US $300.","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"01163":1,"BIDU":1},"content_text":"资本市场正在重估百度。近日，国外知名投行瑞银和瑞信均发布了针对百度的研究报告，两家机构分别上调百度目标价至315美元和300美元。这也是瑞信本月第二次上调百度目标价。按上述目标价格计算，未来百度市值将超过千亿美元。瑞银分析师解释，百度的核心业务和云业务都有上升空间。鉴于百度不同业务的发展，他们更愿意用SOTP估值法去看待百度，根据分类加总估值法，瑞银给出了百度搜索+信息流业务每股133美元的估值，Apollo则为每股43美元。再加上智能云和小度等业务，因此给予百度315美元的目标价格。另外，瑞银将Apollo的估值从100亿美元提高到150亿美元。“官宣造车后，如果Apollo能够大量生产具有更高水平的电动汽车，相信其价值会是蔚来汽车、理想汽车和小鹏汽车的几倍。”瑞银在其报告中称。上述分析师还称，鉴于目前Apollo的众多外部合作伙伴和资源开放，管理层可能将该资产剥离或单独上市，届时，Apollo的价值将进一步提升。在中小企业广告需求的复苏背景下，瑞信维持百度“跑赢大盘”等级，并给出了每股300美元的目标价格。而仅仅一周之前，瑞信刚刚将该目标价由原来的170美元大幅调整为275美元。分析师在报告中作出解释，此次调整主要是，百度在线广告业务正在持续恢复，因此将2021年百度核心业务市盈率从12倍提高到15倍(估值187美元)，这显示了未来一年该机构对于百度在广告上恢复，以及AI业务商业化的发展潜力的信心。除了上述机构，大和证券和花旗分别提高百度目标价至300美元，292美元。在机构一致看好的同时，近期百度股价不断上涨，最高涨至260美元附近，较去年最低点的82美元涨了217%，市值也逼近千亿美元。分析师表示，在广告业务持续复苏以及自动驾驶和电动汽车业务的推动下，未来百度的股价仍有上涨空间。","kind":null,"is_publish_news":true,"is_publish_highlight":false,"is_publish_live":null,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1},"commentList":[{"id":315908692,"gmtCreate":1612192043316,"gmtModify":1703758626404,"author":{"id":"3494302399843024","authorId":"3494302399843024","name":"killer028","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":1,"crmLevelSwitch":0},"htmlText":"别奶了","listText":"别奶了","text":"别奶了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/315908692","repostId":2107187042,"repostType":2,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":312677510,"gmtCreate":1612146731430,"gmtModify":1703757933800,"author":{"id":"3567338811379517","authorId":"3567338811379517","name":"未来已来明明哈哈哈哈","avatar":"https://static.tigerbbs.com/b2c121e5b9452a8e15aabafe8ee72c70","vip":1,"crmLevel":1,"crmLevelSwitch":0},"htmlText":"一直看好百度","listText":"一直看好百度","text":"一直看好百度","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/312677510","repostId":2107187042,"repostType":2,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":316564967,"gmtCreate":1611938035559,"gmtModify":1703756844264,"author":{"id":"3569450162581974","authorId":"3569450162581974","name":"Calvin93","avatar":"https://static.tigerbbs.com/6351318545d36eb4cae953dd2b7b63bd","vip":1,"crmLevel":2,"crmLevelSwitch":0},"htmlText":"涨吧","listText":"涨吧","text":"涨吧","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/316564967","repostId":2107187042,"repostType":2,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":316672149,"gmtCreate":1611932287081,"gmtModify":1703756628986,"author":{"id":"3557205457905024","authorId":"3557205457905024","name":"Gladly","avatar":"https://static.tigerbbs.com/3afcc552ece87afbf3a5855a0d43c488","vip":1,"crmLevel":2,"crmLevelSwitch":0},"htmlText":"你这么多利好，你是涨涨啊","listText":"你这么多利好，你是涨涨啊","text":"你这么多利好，你是涨涨啊","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/316672149","repostId":2107187042,"repostType":2,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"}],"isCommentEnd":false,"newsSizeData":{"likeSize":1,"commentSize":4,"repostSize":0,"favoriteSize":1,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"deviceId":"web-server-community-laohu8-v3","version":"4.25.1","shortVersion":"4.25.1","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2107187042"}