大白话财报：破净的百度还有未来吗？

读财报说新股

今天聊的是百度！ $百度集团-SW(09888)$

百度的核心逻辑，就抓住一点：核心业务广告收入

Q3季度，百度在线广告收入188亿元，同比下滑4%

至此百度广告业务增速已经连续3个季度下滑，且连续2个季度出现同比负增长。

图片

核心广告业务好不了，百度业绩后股价大跌也是情理之中

当然百度还有第二个逻辑，就是AI

不过本季度百度的AI表现一般，说了好久的文心一言，到现在给百度也带不来什么增量业绩

所以，百度目前困境不小

困境股，看PE作用不大，主要看PB

目前百度PB仅为0.78倍，已经破净，同时也是互联网大厂中唯一一家破净的中概股

图片

这价位，说实在没什么好担忧的，股价随时会随着情绪修复

但你说要股价反转，也很难，毕竟百度的核心广告业务，目前来看竞争激烈，不是一朝一夕就能反转的

所以，你要个反弹，此时百度可以做

但你要股价反转，我建议你先别冲动，继续观察下季业绩！

快手&百度绩后表现不佳！有上车机会吗？

本周快手、百度、爱奇艺陆续放榜，但纷纷绩后股价下跌。你觉得现在中概有逢低上车的机会吗？这几家你更看好谁？

免责声明：上述内容仅代表发帖人个人观点，不构成本平台的任何投资建议。

精彩评论

爱雅额
11-26 14:08
爱雅额
百度确实有挑战，但破净的确是机会，短线可以试试
DXO
11-26 14:13
DXO
百度的未来是走向坟墓
捷克Jack
11-26 15:26
捷克Jack
没有

发表看法

3

3

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