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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</a></body></html>","text":"百度，确实牛$百度(BIDU)$","highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/652342122","repostId":652954088,"repostType":1,"repost":{"magic":2,"id":652954088,"tweetId":"652954088","gmtCreate":1684237594045,"gmtModify":1684237725729,"author":{"id":21347731130544,"authorId":21347731130544,"authorIdStr":"21347731130544","name":"价值投资为王","avatar":"https://static.tigerbbs.com/89ffffc59ff9ac9cb9cb74f596418d44","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[{"badgeId":"3f8f4b8c193b4343a88817ce07587dbd-1","templateUuid":"3f8f4b8c193b4343a88817ce07587dbd","name":"星级创作者","description":"社区优质创作者：发表过3篇及以上精华帖，且30天内发表过至少一篇精华帖并参与过评论","bigImgUrl":"https://static.tigerbbs.com/1866dcf97a73be1c330f85862546aedc","smallImgUrl":"https://static.tigerbbs.com/4f5c5fa8e2c7683bb5a7fce8753ee456","redirectLinkEnabled":1,"redirectLink":"https://www.laohu8.com/activity/market/2023/star-contributors/","hasAllocated":1,"isWearing":0,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2024.08.25","individualDisplayEnabled":1,"backgroundColor":{"dark":"#675a37","tint":"#f9ebc2"},"fontColor":{"dark":"#ffffff","tint":"#ab7a0e"}}],"fanSize":44586,"starInvestorFlag":false},"themes":[{"themeId":"88025a3874964b15a6cb5e204c8c6bf5","categoryId":"dfb621be5c8343ed8b1b54f82c69c3be","name":"我是如何玩转财报的","type":3,"rnLink":"https://laohu8.com/RN?name=RNTheme&page=/theme/special/discussion&rndata={\"themeId\":88025a3874964b15a6cb5e204c8c6bf5}&rnconfig={\"headerBarHidden\": 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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！ $百度(BIDU)$ $百度集团-SW(09888)$","highlighted":2,"essential":2,"paper":2,"link":"https://laohu8.com/post/652954088","repostId":0,"isVote":1,"tweetType":1,"commentLimit":10,"symbols":["BIDU","09888"],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"upFlag":false,"length":1221,"xxTargetLangEnum":"ZH_CN"},"isVote":1,"tweetType":1,"viewCount":1232,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":["BIDU"],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"upFlag":false,"length":23,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/652342122"}
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