百度不算ai的合理1000亿美金

$百度(BIDU)$ 百度主营业务搜索和信息流一年40亿美金收入，按20pe算是800亿市值，爱奇艺100亿美金市值，携程+去哪儿是60亿美金市值，糯米是40亿美金市值，

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精彩评论

zzzzzq
2017-10-30
zzzzzq
20pe这季财报没去掉出售外卖额外收益吧，去掉的话只有500亿左右
- 水云间回复zzzzzq:
  爱奇艺和糯米都是烧钱部门，马上分拆出去了，百度战略非常明确
- zzzzzq回复水云间:
  目前真实利润百度每年25亿左右
- 水云间:
  美股对没有成长性的公司估值也在20pe左右，20pe比较保守的，给25pe其实也挺合适
撸主牛年好运
2017-10-30
撸主牛年好运
一眼能看穿前景的股票，早都水涨船高了，只有这种现在矛盾点的企业，才有以小博大的机会
水云间
2017-10-30
水云间
我想明确的是百度向下空间真的非常小，不要去追逐不切实际的高成长股，拿着百度可以穿越牛熊
水云间
2017-10-30
水云间
美团现在市场估值是400亿美金
- 水云间:
  1/10也是可能的，就算4亿美金可以吧
- 白马河逆林:
  糯米也配跟美团比？你这是拿乐视比苹果
白马河逆林
2017-10-30
白马河逆林
糯米40亿？去掉两个0都嫌贵
- 富不敌国:
  兄弟，想想办法卖给我吧
- 富不敌国:
  四千万？
CW杂货铺
2017-10-30
CW杂货铺
信息流是ai的一种变现方式

发表看法

13

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