伟大复兴壹号
2023-05-17
百度,确实牛
$百度(BIDU)$
@价值投资为王:
经营拐点确立,百度将迎来戴维斯双击?
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</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a0ec18f29b6a3a45aac21fd18bb0681a\" tg-width=\"1259\" tg-height=\"819\"></p>\n<p>与分析师预期相比,百度再一次交超预期答卷:</p>\n<p> </p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/bbc1e00fb764915122d47f0ff6c8760b\" tg-width=\"1094\" tg-height=\"367\"></p>\n<p>具体来看,百度一季度营收311亿人民币,超过分析师一致预期的300亿,同比增长9.6%:</p>\n<p> </p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/970ecf9a926a8776e18f9a81d8a3acb9\" tg-width=\"1161\" tg-height=\"532\"></p>\n<p>从季度营收趋势来看,去年下半年百度初现反转态势,而一季度营收增速重回10%,经营拐点正式确立。</p>\n<p>分业务来看,百度在线营销业务一季度营收179.7亿,同比增长6.2%;其他业务营收131.7亿,同比增长14.7%:</p>\n<p> </p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7b5ed687f4c436b438e98661c8ab26ee\" tg-width=\"1175\" tg-height=\"577\"></p>\n<p>在季度财报中,百度并未给出二季度业绩指引,但考虑到去年二季度上海及全国疫情较为严重,百度业绩受到较大影响,在低基数的情况下,预估百度二季度营收增速将更高。</p>\n<p>除了核心业务之外,爱奇艺本季营收增速也提升至14.7%,收入总额创历史新高:</p>\n<p> </p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a8cce12c5f915f83b598decce5a91a99\" tg-width=\"1141\" tg-height=\"545\"></p>\n<p>爱奇艺日均总订阅会员数在本季度为1.29亿(含试用),去年一季度为1.01亿,付费用户数创历史记录:</p>\n<p> </p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0f1085e8dd2d5dca6d6fa89d36f637be\" tg-width=\"1330\" tg-height=\"539\"></p>\n<p>费用方面,百度一季度继续缩减研发投入,同比下滑3.3%,但销售和管理费用本季意外大增20%,重回扩张区间:</p>\n<p> </p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/edc03caddbbe9de6bdaeef03be5e39a3\" tg-width=\"1227\" tg-height=\"551\"></p>\n<p>由于本季度其他利润,主要是来自长期投资所形成的公允价值变动收益达到15亿,而去年同期是亏损30亿,由此带来一季度其他利润大增至26亿,带动净利润增至63.82亿,去年同期为亏损7.5亿。</p>\n<p>因此,用市盈率估值很难真实反映业绩,这里采用市销率估值,即给营收一个倍数,目前为2.5倍,仍处于近年来较低估值:</p>\n<p></p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ca785bf7fcb8ef709c955faae3c44b2c\" tg-width=\"1201\" tg-height=\"564\"></p>\n<p>从一季报来看,毫无疑问,百度的经营拐点已至,未来有望迎来戴维斯双击,即估值和业绩同时提升带来股价大涨。</p>\n<p>至于AI对百度业绩的赋能,目前看还不明显,且看业绩电话会上管理层会释放怎样的信息! <a href=\"https://laohu8.com/S/BIDU\">$百度(BIDU)$</a> <a href=\"https://laohu8.com/S/09888\">$百度集团-SW(09888)$</a> </p></body></html>","htmlText":"<html><head></head><body><p>5月16日美股盘前,百度发布了2023年一季报,股价一度拉升近5%:</p>\n<p> </p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a0ec18f29b6a3a45aac21fd18bb0681a\" tg-width=\"1259\" tg-height=\"819\"></p>\n<p>与分析师预期相比,百度再一次交超预期答卷:</p>\n<p> </p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/bbc1e00fb764915122d47f0ff6c8760b\" tg-width=\"1094\" tg-height=\"367\"></p>\n<p>具体来看,百度一季度营收311亿人民币,超过分析师一致预期的300亿,同比增长9.6%:</p>\n<p> </p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/970ecf9a926a8776e18f9a81d8a3acb9\" tg-width=\"1161\" tg-height=\"532\"></p>\n<p>从季度营收趋势来看,去年下半年百度初现反转态势,而一季度营收增速重回10%,经营拐点正式确立。</p>\n<p>分业务来看,百度在线营销业务一季度营收179.7亿,同比增长6.2%;其他业务营收131.7亿,同比增长14.7%:</p>\n<p> </p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7b5ed687f4c436b438e98661c8ab26ee\" tg-width=\"1175\" tg-height=\"577\"></p>\n<p>在季度财报中,百度并未给出二季度业绩指引,但考虑到去年二季度上海及全国疫情较为严重,百度业绩受到较大影响,在低基数的情况下,预估百度二季度营收增速将更高。</p>\n<p>除了核心业务之外,爱奇艺本季营收增速也提升至14.7%,收入总额创历史新高:</p>\n<p> </p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a8cce12c5f915f83b598decce5a91a99\" tg-width=\"1141\" tg-height=\"545\"></p>\n<p>爱奇艺日均总订阅会员数在本季度为1.29亿(含试用),去年一季度为1.01亿,付费用户数创历史记录:</p>\n<p> </p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0f1085e8dd2d5dca6d6fa89d36f637be\" tg-width=\"1330\" tg-height=\"539\"></p>\n<p>费用方面,百度一季度继续缩减研发投入,同比下滑3.3%,但销售和管理费用本季意外大增20%,重回扩张区间:</p>\n<p> </p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/edc03caddbbe9de6bdaeef03be5e39a3\" tg-width=\"1227\" tg-height=\"551\"></p>\n<p>由于本季度其他利润,主要是来自长期投资所形成的公允价值变动收益达到15亿,而去年同期是亏损30亿,由此带来一季度其他利润大增至26亿,带动净利润增至63.82亿,去年同期为亏损7.5亿。</p>\n<p>因此,用市盈率估值很难真实反映业绩,这里采用市销率估值,即给营收一个倍数,目前为2.5倍,仍处于近年来较低估值:</p>\n<p></p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ca785bf7fcb8ef709c955faae3c44b2c\" tg-width=\"1201\" tg-height=\"564\"></p>\n<p>从一季报来看,毫无疑问,百度的经营拐点已至,未来有望迎来戴维斯双击,即估值和业绩同时提升带来股价大涨。</p>\n<p>至于AI对百度业绩的赋能,目前看还不明显,且看业绩电话会上管理层会释放怎样的信息! <a href=\"https://laohu8.com/S/BIDU\">$百度(BIDU)$</a> <a href=\"https://laohu8.com/S/09888\">$百度集团-SW(09888)$</a> </p></body></html>","text":"5月16日美股盘前,百度发布了2023年一季报,股价一度拉升近5%: 与分析师预期相比,百度再一次交超预期答卷: 具体来看,百度一季度营收311亿人民币,超过分析师一致预期的300亿,同比增长9.6%: 从季度营收趋势来看,去年下半年百度初现反转态势,而一季度营收增速重回10%,经营拐点正式确立。 分业务来看,百度在线营销业务一季度营收179.7亿,同比增长6.2%;其他业务营收131.7亿,同比增长14.7%: 在季度财报中,百度并未给出二季度业绩指引,但考虑到去年二季度上海及全国疫情较为严重,百度业绩受到较大影响,在低基数的情况下,预估百度二季度营收增速将更高。 除了核心业务之外,爱奇艺本季营收增速也提升至14.7%,收入总额创历史新高: 爱奇艺日均总订阅会员数在本季度为1.29亿(含试用),去年一季度为1.01亿,付费用户数创历史记录: 费用方面,百度一季度继续缩减研发投入,同比下滑3.3%,但销售和管理费用本季意外大增20%,重回扩张区间: 由于本季度其他利润,主要是来自长期投资所形成的公允价值变动收益达到15亿,而去年同期是亏损30亿,由此带来一季度其他利润大增至26亿,带动净利润增至63.82亿,去年同期为亏损7.5亿。 因此,用市盈率估值很难真实反映业绩,这里采用市销率估值,即给营收一个倍数,目前为2.5倍,仍处于近年来较低估值: 从一季报来看,毫无疑问,百度的经营拐点已至,未来有望迎来戴维斯双击,即估值和业绩同时提升带来股价大涨。 至于AI对百度业绩的赋能,目前看还不明显,且看业绩电话会上管理层会释放怎样的信息! $百度(BIDU)$ 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