百度一哥的个人主页 - 老虎社区

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2022-03-01

这么少

蔚来汽车：2月交付了6131辆汽车，同比增长9.9%

2017-11-15

$百度(BIDU)$刚开盘就跌成狗了

2020-10-08

$蔚来(NIO)$为啥成交量这么大

2021-02-26

$百度(BIDU)$这都不涨吗？

2018-04-26

大胆猜一下财报会咋样

$百度(BIDU)$ 大胆猜一下财报会咋样

大胆猜一下财报会咋样

2021-03-05

$百度(BIDU)$跌到底了吗

2021-01-13

这跟百度有啥关系吗

富智康大涨近35%，传吉利将与富士康合作汽车代工

2020-11-19

$蔚来(NIO)$6:22 【合肥市：支持江淮汽车、蔚来汽车、江淮大众等整车企业加强新能源汽车供应链建设】合肥市人民政府发布关于加快新能源汽车产业发展的实施意见，加快推进新能源汽车产业强链、补链、延链。支持江淮汽车、蔚来汽车、江淮大众、安凯客车、合肥长安、奇瑞（巢湖）等整车企业加强新能源汽车供应链建设，创新“车电分离”等商业模式，提升品牌国际竞争力，培育行业领军企业。支持动力电池、驱动电机、BMS、激光雷达、高精地图、自动驾驶等新能源汽车零部件企业提升配套能力，培育10-20家细分领域隐形冠军企业，整体提升产业链供应链稳定性和竞争力。

2020-06-10

$Zoom(ZM)$妖股！！！！

2020-03-18

$百度(BIDU)$刚才说了要回购了啊

2021-03-08

$百度(BIDU)$没有最低只有更低

2018-10-31

$爱奇艺(IQ)$ 反应过度，会慢慢回调

2017-10-31

$百度(BIDU)$现在是上车的好时机啊

2018-05-09

$百度(BIDU)$ 这下上300没问题了https://m.huanqiu.com/r/MV8wXzExOTk5NzQyXzYxMl8xNTI1ODM5NjAw?from=singlemessage&isappinstalled=0

2017-11-03

$百度(BIDU)$【【金融界】Seeking Alpha：市场误解百度Q3业绩未来增长强劲】http://m.pstatp.com/group/6484092714395632141/?iid=16656575533&app=news_article&tt_from=copy_link&utm_source=copy_link&utm_medium=toutiao_ios&utm_campaign=client_share

2021-03-26

高盛，你大爷的

高盛：首予百度港股买入评级目标价373港元上涨空间达48%

2020-04-29

这么猛

吉利德科学的瑞德西韦新冠临床试验已达到主要评估指标

2019-11-25

$百度(BIDU)$ 马上就被拼多多超过去了

2023-02-08

那能估值到多少？

中金：维持百度集团-SW(09888)“跑赢行业”评级目标价升至167.1港元

2022-08-31

没看懂

高盛下调百度-SW(09888.HK)目标价至202元评级「买入」

去老虎APP查看更多动态

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href=\"https://laohu8.com/S/5RE.SI\">智能</a>云能为ERNIE大模型应用提供高并发、高弹性、高精度等不同计算需求。<strong>3)数据：</strong>该行认为百度现有数据规模能够助力产品实现0-1，且模型在用户、数据的良性循环下有望变得越来越聪明，形成马太效应。</p><p><strong>商业应用面向B端和C端两个延展方向。</strong></p><p><strong>1)面向C端应用来看：</strong>“文心一言”植入在百度搜索中双引擎运作，一方面可以弥补搜索效率不高的问题，同时也可以弥补“文心一言”单一答案生成、用户信任度不够的短板。</p><p><strong>2)面向B端应用来看：</strong>“文心一言”搭载在云计算产品上赋能各行各业创意生成、内容创作等，AI辅助工作有望帮助企业大幅降低成本，商业前景可期。</p><p><strong>公司整体基本面下行风险低，上行空间大。</strong></p><p><strong>1)下行风险低：</strong>随着线下经济活动恢复，零售和旅游业等细分市场回暖有望对广告行业产生良好驱动，该行认为百度核心广告业务的合理估值约为340亿美元(对应10倍2023年Non-GAAP市盈率)，截至3Q22，公司净现金有140亿美元，即使不考虑新业务也能支撑当前股价。</p><p><strong>2)上行空间大：</strong>该行认为股价弹性来自于云、AIGC和自动驾驶等新业务。若对标OpenAI目前的估值290亿美元左右，该行认为百度的技术、商业实力不弱于OpenAI，可给予估值弹性;云计算、自动驾驶商业化进程稳步推进，该行认为有望基于业绩兑现给予合理估值。</p></body></html>","source":"stock_zhitongcaijing","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" 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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中金：维持百度集团-SW(09888)“跑赢行业”评级 目标价升至167.1港元\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-02-08 10:01 北京时间&nbsp;&nbsp;&nbsp;<a href=http://www.zhitongcaijing.com/content/detail/872936.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>智通财经APP获悉，中金发布研究报告称，维持百度集团-SW(09888)“跑赢行业”评级，鉴于其在AIGC业务有所突破，目标价上调8.7%至167.1港元。公司宣布其大模型新项目“文心一言”，预计将在3月完成内测并面向公众开放，目前该产品在做上线前的冲刺准备工作。该行认为，该模型的推出有望对公司核心产品搜索引擎带来全面升级，根据此前百度架构师在沟通会上的交流，百度搜索今年在技术上重要的工作就是要把...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/872936.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BIDU":"百度","09888":"百度集团-SW"},"source_url":"http://www.zhitongcaijing.com/content/detail/872936.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2309552083","content_text":"智通财经APP获悉，中金发布研究报告称，维持百度集团-SW(09888)“跑赢行业”评级，鉴于其在AIGC业务有所突破，目标价上调8.7%至167.1港元。公司宣布其大模型新项目“文心一言”，预计将在3月完成内测并面向公众开放，目前该产品在做上线前的冲刺准备工作。该行认为，该模型的推出有望对公司核心产品搜索引擎带来全面升级，根据此前百度架构师在沟通会上的交流，百度搜索今年在技术上重要的工作就是要把整个检索系统变成检索+生成双模系统。中金主要观点如下：全栈布局AI，大模型基础底座坚实，数据和算力有较强保障。1)大模型：百度的文心大模型(2019年推出)和OpenAI的GPT模型类似，且“文心一言”所基于的ERNIE系列模型具备跨模态、跨语言的深度语义理解与生成能力。此外，“文心一言”并非百度文心大模型的第一个产品，其AI作画平台“文心一格”和产业级搜索系统“文心百中”已经面相公众开放。2)算力：百度拥有多个云计算可用区、庞大的超算集群，该行认为，百度智能云能为ERNIE大模型应用提供高并发、高弹性、高精度等不同计算需求。3)数据：该行认为百度现有数据规模能够助力产品实现0-1，且模型在用户、数据的良性循环下有望变得越来越聪明，形成马太效应。商业应用面向B端和C端两个延展方向。1)面向C端应用来看：“文心一言”植入在百度搜索中双引擎运作，一方面可以弥补搜索效率不高的问题，同时也可以弥补“文心一言”单一答案生成、用户信任度不够的短板。2)面向B端应用来看：“文心一言”搭载在云计算产品上赋能各行各业创意生成、内容创作等，AI辅助工作有望帮助企业大幅降低成本，商业前景可期。公司整体基本面下行风险低，上行空间大。1)下行风险低：随着线下经济活动恢复，零售和旅游业等细分市场回暖有望对广告行业产生良好驱动，该行认为百度核心广告业务的合理估值约为340亿美元(对应10倍2023年Non-GAAP市盈率)，截至3Q22，公司净现金有140亿美元，即使不考虑新业务也能支撑当前股价。2)上行空间大：该行认为股价弹性来自于云、AIGC和自动驾驶等新业务。若对标OpenAI目前的估值290亿美元左右，该行认为百度的技术、商业实力不弱于OpenAI，可给予估值弹性;云计算、自动驾驶商业化进程稳步推进，该行认为有望基于业绩兑现给予合理估值。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1187,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":660736172,"gmtCreate":1661917945301,"gmtModify":1661917945301,"author":{"id":"3441357301529943","authorId":"3441357301529943","name":"百度一哥","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3441357301529943","authorIdStr":"3441357301529943"},"themes":[],"htmlText":"没看懂","listText":"没看懂","text":"没看懂","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/660736172","repostId":"2263425796","repostType":2,"repost":{"id":"2263425796","kind":"news","pubTimestamp":1661913965,"share":"https://www.laohu8.com/m/news/2263425796?lang=&edition=full","pubTime":"2022-08-31 10:46","market":"us","language":"zh","title":"高盛下调百度-SW(09888.HK)目标价至202元  评级「买入」","url":"https://stock-news.laohu8.com/highlight/detail?id=2263425796","media":"AAFN","summary":"高盛指出，百度毛利率持续提高，为核心盈利第三季实现增长铺路，广告业务8月份显着复苏，预期第三季将录得按年持平。高盛维持2022年收入预测大致不变，将2023至2024年集团整体收入预测下调2%至5%，但将期内非通用会计准则纯利预测上调2%至4%，目标价由207元降至202元，对应2023年预测市盈率22.7倍，维持「买入」评级。","content":"<html><body><p><a href=\"https://laohu8.com/S/GS\">高盛</a>发表研究报告指，<a href=\"https://laohu8.com/S/BIDU\">百度</a>  (BIDU.US)第二季收入符合预期，但核心业务及旗下<a href=\"https://laohu8.com/S/IQ\">爱奇艺</a>(IQ.US)的强劲增长带动下，季度盈利超出预期，非通用会计准则下每股平均摊薄盈利较该行预测高出38%。高盛指出，百度毛利率持续提高，为核心盈利第三季实现增长铺路，广告业务8月份显着复苏，预期第三季将录得按年持平。期内云端业务收入增长达31%，远远抛离同行下跌6%至增长10%的表现，憧憬下半年业务将持续提速增长。该行认为，百度次季业绩进一步证明管理层稳健执行能力，对第三季核心业务录得盈利增长有信心，同时预期下半年成本节约措施持续见效。高盛维持2022年收入预测大致不变，将2023至2024年集团整体收入预测下调2%至5%，但将期内非通用会计准则纯利预测上调2%至4%，目标价由207元降至202元，对应2023年预测市盈率22.7倍，维持「买入」评级。(gc/s)~阿思达克财经新闻网址: www.aastocks.com</p></body></html>","source":"aastocks","collect":0,"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>高盛下调百度-SW(09888.HK)目标价至202元  评级「买入」</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{ 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}\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高盛下调百度-SW(09888.HK)目标价至202元  评级「买入」\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-08-31 10:46 北京时间&nbsp;&nbsp;&nbsp;<a href=http://www.aastocks.com/apps/data/iphone/news/newscontent.aspx?newsid=NOW.1210195&style=5&chgstyle=1&categoryid=stock&width=320&market_id=hk&fontary=3&platform=iPhone&language=sc&isfirstreq=1&sourceid=aafn&datatype=0><strong>AAFN</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>高盛发表研究报告指，百度  (BIDU.US)第二季收入符合预期，但核心业务及旗下爱奇艺(IQ.US)的强劲增长带动下，季度盈利超出预期，非通用会计准则下每股平均摊薄盈利较该行预测高出38%。高盛指出，百度毛利率持续提高，为核心盈利第三季实现增长铺路，广告业务8月份显着复苏，预期第三季将录得按年持平。期内云端业务收入增长达31%，远远抛离同行下跌6%至增长10%的表现，憧憬下半年业务将持续提速增长...</p>\n\n<a href=\"http://www.aastocks.com/apps/data/iphone/news/newscontent.aspx?newsid=NOW.1210195&style=5&chgstyle=1&categoryid=stock&width=320&market_id=hk&fontary=3&platform=iPhone&language=sc&isfirstreq=1&sourceid=aafn&datatype=0\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BIDU":"百度","09888":"百度集团-SW"},"source_url":"http://www.aastocks.com/apps/data/iphone/news/newscontent.aspx?newsid=NOW.1210195&style=5&chgstyle=1&categoryid=stock&width=320&market_id=hk&fontary=3&platform=iPhone&language=sc&isfirstreq=1&sourceid=aafn&datatype=0","is_english":false,"share_image_url":"https://static.laohu8.com/51f6b9126f36f92bbf92982596066e5a","article_id":"2263425796","content_text":"高盛发表研究报告指，百度  (BIDU.US)第二季收入符合预期，但核心业务及旗下爱奇艺(IQ.US)的强劲增长带动下，季度盈利超出预期，非通用会计准则下每股平均摊薄盈利较该行预测高出38%。高盛指出，百度毛利率持续提高，为核心盈利第三季实现增长铺路，广告业务8月份显着复苏，预期第三季将录得按年持平。期内云端业务收入增长达31%，远远抛离同行下跌6%至增长10%的表现，憧憬下半年业务将持续提速增长。该行认为，百度次季业绩进一步证明管理层稳健执行能力，对第三季核心业务录得盈利增长有信心，同时预期下半年成本节约措施持续见效。高盛维持2022年收入预测大致不变，将2023至2024年集团整体收入预测下调2%至5%，但将期内非通用会计准则纯利预测上调2%至4%，目标价由207元降至202元，对应2023年预测市盈率22.7倍，维持「买入」评级。(gc/s)~阿思达克财经新闻网址: www.aastocks.com","news_type":1},"isVote":1,"tweetType":1,"viewCount":1189,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":636778097,"gmtCreate":1646123341980,"gmtModify":1646123341980,"author":{"id":"3441357301529943","authorId":"3441357301529943","name":"百度一哥","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3441357301529943","authorIdStr":"3441357301529943"},"themes":[],"htmlText":"这么少","listText":"这么少","text":"这么少","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":7,"repostSize":0,"link":"https://laohu8.com/post/636778097","repostId":"1122804292","repostType":2,"isVote":1,"tweetType":1,"viewCount":1727,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3556838183075847","authorId":"3556838183075847","name":"Rex_0492","avatar":"https://static.tigerbbs.com/4876eb1388c27a219486896921a65d29","crmLevel":2,"crmLevelSwitch":0,"idStr":"3556838183075847","authorIdStr":"3556838183075847"},"content":"二月+过年","text":"二月+过年","html":"二月+过年"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":850165854,"gmtCreate":1634565766181,"gmtModify":1634565766181,"author":{"id":"3441357301529943","authorId":"3441357301529943","name":"百度一哥","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3441357301529943","authorIdStr":"3441357301529943"},"themes":[],"htmlText":"杞人忧天吧","listText":"杞人忧天吧","text":"杞人忧天吧","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/850165854","repostId":"2176112480","repostType":2,"repost":{"id":"2176112480","kind":"highlight","pubTimestamp":1634564146,"share":"https://www.laohu8.com/m/news/2176112480?lang=&edition=full","pubTime":"2021-10-18 21:35","market":"us","language":"zh","title":"百度会狂喜于第三方内容向其开放吗","url":"https://stock-news.laohu8.com/highlight/detail?id=2176112480","media":"虎嗅","summary":"搜不到微信公众号的百度，营销收入是搜狗的十倍","content":"<html><body><p><span label=\"备注\">本文来自微信公众号：</span><span>扯氮集（ID：weiwuhui_com）</span><span>，作者：魏武挥二世，头图来自：<a href=\"https://laohu8.com/S/000681\">视觉中国</a></span></p><p label=\"大标题\">一</p><p>来自彭博的消息称，有关方面正在试图让<a href=\"https://laohu8.com/S/00700\">腾讯</a>和字节两家公司将其内容向搜索引擎开放，换而言之，也就是作为用户，可以通过搜索引擎搜到来自腾讯系内容<span label=\"备注\">（主要应该指微信公号和腾讯内容平台）</span>以及字节系内容。<span label=\"备注\">（主要应该指头条号，至于<a href=\"https://laohu8.com/S/DYIN\">抖音</a>，视频搜索可能会难一些）</span></p><p><img src=\"https://img.huxiucdn.com/article/content/202110/18/193302423867.jpg?imageView2/2/w/1000/format/jpg/interlace/1/q/85\"/></p><p>在中国具体国情下，搜索引擎一般指<a href=\"https://laohu8.com/S/BIDU\">百度</a>，毕竟其市场份额已经遥遥领先于后来者。这个市场的玩家大致还有来自360的360搜索、来自阿里的夸克、和已被腾讯收购创始人已退出的<a href=\"https://laohu8.com/S/SOGO\">搜狗</a>。</p><p>我有朋友表示，利好百度。也有朋友甚至用“百度狂喜”的词来形容。但我却不这么看，至少我不觉得百度有什么好狂喜的。</p><p label=\"大标题\">二</p><p>19年的时候，学者方可成写过一篇题为《搜索引擎百度已死》的文章。事由是在手机百度上搜索，<strong>排在前面的都是“百家号”的内容，而不再像过去搜索引擎向全网根据网站权重来分流</strong>——而这些内容良莠不齐，甚至出现了一些谣言。这引起了方可成的批评。百度当时做过回应。</p><p>我后来跟着写了一篇《重病患者百度》，有一定的补刀意味：从商业模式这个角度出发，讨论了方可成的批评，百度是很难去改的。</p><p>如果说刚开始，颇有些内容平台上的信息百度无法爬到而使得公司有些懵逼的话，后来它就已经完全不以为意了。从百家号到百度动态<span label=\"备注\">（一个类似<a href=\"https://laohu8.com/S/WB\">微博</a>、微头条的功能）</span>，<strong>百度已经重仓自有平台上的内容建设。</strong>这个意义上讲，作为搜索，百度的确死了。但作为内容客户端，百度正在努力重生。</p><p>从类似营收、利润之类的商业角度看，百度从2016年魏则西事件之后的谷底，已经慢慢爬了出来。</p><p label=\"大标题\">三</p><p>对于一个内容分发公司来说，内容分发并非它的目的，因为分发这个动作本身并没有商业模式。总不见得用户每搜索一次，就需要支付一毛钱？</p><p><strong>关键词的竞价广告，才是它的目的。</strong>搜索作为一种分发手段，汇聚了大量的流量，使得理论上每一个词都可以进行售卖，乃至由买家卷出一个价格。桌面端的搜索引擎背后的商业模式，是一个让人艳羡不已的躺赢印钞机。</p><p>但搜索引擎同时要做到一个事：用户在其网站上停留的时间越短越好。因为这意味着命中结果的效率极高。与大多数互联网服务不同，搜索引擎就用户停留时长的指标，是恰好反过来的。</p><p><strong>手机这个小屏，对搜索引擎的关键词广告，产生了冲击，因为没有那么多广告位了，</strong>更无所谓什么左侧右侧广告了。假定今天全网的内容都还依然向搜索引擎开放，后者在手机端里的商业模式依然是关键词竞价广告，恐怕，它早已不能像桌面互联网那样活着了。</p><p>内容客户端<span label=\"备注\">（或者叫新闻客户端）</span>还是一个内容分发者，但它的广告收入却不是关键词售卖，而是信息流广告，也就是几条内容插一条广告。它希望用户能够不断下拉的屏幕，从而做到广告能够触达。如果依然用第一条第二条就能命中用户需求的逻辑，哪里来什么信息流广告售卖。</p><p>内容客户端另外一块广告位置在内容页上。当然，前提是这个内容页上的广告必须它能控制。像桌面搜索引擎把用户分流到第三方网站上的做法，到达页上的广告当然和它没什么关系。有时候内容客户端会采用嵌套的做法：也就是内容还是第三方的，但嵌套了一个自己的frame<span label=\"备注\">（框架）</span>。在这个框架上的广告位自己能控制。但这种做法，第三方很不爽，而且内容页上的广告，其实和信息流广告相比，还是小头。</p><p label=\"大标题\">四</p><p>长期以来，中国头号图文内容平台微信公号生态，对百度是隔绝的，但对搜狗却是开放的。</p><p>一方面，这并没有给百度带来多大的打击，事实上，百度有的是法子<span label=\"备注\">（真的很多，详细不展开）</span>在自己的平台上建立起一套内容生态。另外一方面，<strong>也并没有给搜狗带来多大的提升。</strong>2020年，搜狗的全业务年收入不到10亿美金，同期百度的网络营销收入体量是这个数字的10倍。</p><p>从用户角度而言，<strong>想找找微信公号内容，还是习惯在微信上搜索。</strong>因为这个搜索动作会带来其他更多的结果：比如搜索到聊天记录、朋友圈里命中的关键词信息。微信自2011年以来，历经十年，用户的习惯早已养成。百度即便可以搜到公号内容，也拗不过用户的习惯。正如当年360拿着用户份额第一的浏览器，内嵌360搜索，一场3B大战下来，也没怎么撼动百度的江湖老大地位。</p><p>所以，我还是那句话，<strong>单个渠道比单个内容值钱得多，关键是渠道背后的商业模式是什么。</strong>同样是分发，逻辑是完全不同的。</p><p>也许有人依然要搬出优秀内容的例子，如何如何受欢迎，如何如何有价值，如何如何能赚钱。对，说的都对，好内容是有价值的。但我还是要提醒这样的论者一个词：<strong>长尾。</strong><a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>的长尾商品收入和头部商品收入，并驾齐驱。内容行业，一样的。内容为本，渠道为王。</p><p label=\"大标题\">五</p><p>最后开一个脑洞，假定从今天开始，公号内容、字节号内容，都向百度开放了，你觉得你会在手百里搜索，搜到它们的内容吗？这个问题其实包括两个部分：第一， 是不是可搜到；第二，是不是排序靠前？</p><p>我的答案特别清楚：<strong>可搜到，但恐怕你不易看到。</strong>所以，百度不会狂喜，连喜都不会喜，甚至会有些烦恼：这些塞给我的菜，咋整整？</p><p><span label=\"备注\">本文来自微信公众号：</span><span>扯氮集（ID：weiwuhui_com）</span><span>，作者：魏武挥二世</span></p></body></html>","source":"highlight_huxiu","collect":0,"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>百度会狂喜于第三方内容向其开放吗</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; 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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百度会狂喜于第三方内容向其开放吗\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-10-18 21:35 北京时间&nbsp;&nbsp;&nbsp;<a href=https://www.huxiu.com/article/464785.html><strong>虎嗅</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>本文来自微信公众号：扯氮集（ID：weiwuhui_com），作者：魏武挥二世，头图来自：视觉中国一来自彭博的消息称，有关方面正在试图让腾讯和字节两家公司将其内容向搜索引擎开放，换而言之，也就是作为用户，可以通过搜索引擎搜到来自腾讯系内容（主要应该指微信公号和腾讯内容平台）以及字节系内容。（主要应该指头条号，至于抖音，视频搜索可能会难一些）在中国具体国情下，搜索引擎一般指百度，毕竟其市场份额已经...</p>\n\n<a href=\"https://www.huxiu.com/article/464785.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://img.huxiucdn.com/article/cover/202110/18/201043302899.jpg?imageView2/1/w/720/h/405/|imageMogr2/strip/interlace/1/quality/85/format/jpg","relate_stocks":{"BIDU":"百度","QNETCN":"纳斯达克中美互联网老虎指数"},"source_url":"https://www.huxiu.com/article/464785.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2176112480","content_text":"本文来自微信公众号：扯氮集（ID：weiwuhui_com），作者：魏武挥二世，头图来自：视觉中国一来自彭博的消息称，有关方面正在试图让腾讯和字节两家公司将其内容向搜索引擎开放，换而言之，也就是作为用户，可以通过搜索引擎搜到来自腾讯系内容（主要应该指微信公号和腾讯内容平台）以及字节系内容。（主要应该指头条号，至于抖音，视频搜索可能会难一些）在中国具体国情下，搜索引擎一般指百度，毕竟其市场份额已经遥遥领先于后来者。这个市场的玩家大致还有来自360的360搜索、来自阿里的夸克、和已被腾讯收购创始人已退出的搜狗。我有朋友表示，利好百度。也有朋友甚至用“百度狂喜”的词来形容。但我却不这么看，至少我不觉得百度有什么好狂喜的。二19年的时候，学者方可成写过一篇题为《搜索引擎百度已死》的文章。事由是在手机百度上搜索，排在前面的都是“百家号”的内容，而不再像过去搜索引擎向全网根据网站权重来分流——而这些内容良莠不齐，甚至出现了一些谣言。这引起了方可成的批评。百度当时做过回应。我后来跟着写了一篇《重病患者百度》，有一定的补刀意味：从商业模式这个角度出发，讨论了方可成的批评，百度是很难去改的。如果说刚开始，颇有些内容平台上的信息百度无法爬到而使得公司有些懵逼的话，后来它就已经完全不以为意了。从百家号到百度动态（一个类似微博、微头条的功能），百度已经重仓自有平台上的内容建设。这个意义上讲，作为搜索，百度的确死了。但作为内容客户端，百度正在努力重生。从类似营收、利润之类的商业角度看，百度从2016年魏则西事件之后的谷底，已经慢慢爬了出来。三对于一个内容分发公司来说，内容分发并非它的目的，因为分发这个动作本身并没有商业模式。总不见得用户每搜索一次，就需要支付一毛钱？关键词的竞价广告，才是它的目的。搜索作为一种分发手段，汇聚了大量的流量，使得理论上每一个词都可以进行售卖，乃至由买家卷出一个价格。桌面端的搜索引擎背后的商业模式，是一个让人艳羡不已的躺赢印钞机。但搜索引擎同时要做到一个事：用户在其网站上停留的时间越短越好。因为这意味着命中结果的效率极高。与大多数互联网服务不同，搜索引擎就用户停留时长的指标，是恰好反过来的。手机这个小屏，对搜索引擎的关键词广告，产生了冲击，因为没有那么多广告位了，更无所谓什么左侧右侧广告了。假定今天全网的内容都还依然向搜索引擎开放，后者在手机端里的商业模式依然是关键词竞价广告，恐怕，它早已不能像桌面互联网那样活着了。内容客户端（或者叫新闻客户端）还是一个内容分发者，但它的广告收入却不是关键词售卖，而是信息流广告，也就是几条内容插一条广告。它希望用户能够不断下拉的屏幕，从而做到广告能够触达。如果依然用第一条第二条就能命中用户需求的逻辑，哪里来什么信息流广告售卖。内容客户端另外一块广告位置在内容页上。当然，前提是这个内容页上的广告必须它能控制。像桌面搜索引擎把用户分流到第三方网站上的做法，到达页上的广告当然和它没什么关系。有时候内容客户端会采用嵌套的做法：也就是内容还是第三方的，但嵌套了一个自己的frame（框架）。在这个框架上的广告位自己能控制。但这种做法，第三方很不爽，而且内容页上的广告，其实和信息流广告相比，还是小头。四长期以来，中国头号图文内容平台微信公号生态，对百度是隔绝的，但对搜狗却是开放的。一方面，这并没有给百度带来多大的打击，事实上，百度有的是法子（真的很多，详细不展开）在自己的平台上建立起一套内容生态。另外一方面，也并没有给搜狗带来多大的提升。2020年，搜狗的全业务年收入不到10亿美金，同期百度的网络营销收入体量是这个数字的10倍。从用户角度而言，想找找微信公号内容，还是习惯在微信上搜索。因为这个搜索动作会带来其他更多的结果：比如搜索到聊天记录、朋友圈里命中的关键词信息。微信自2011年以来，历经十年，用户的习惯早已养成。百度即便可以搜到公号内容，也拗不过用户的习惯。正如当年360拿着用户份额第一的浏览器，内嵌360搜索，一场3B大战下来，也没怎么撼动百度的江湖老大地位。所以，我还是那句话，单个渠道比单个内容值钱得多，关键是渠道背后的商业模式是什么。同样是分发，逻辑是完全不同的。也许有人依然要搬出优秀内容的例子，如何如何受欢迎，如何如何有价值，如何如何能赚钱。对，说的都对，好内容是有价值的。但我还是要提醒这样的论者一个词：长尾。亚马逊的长尾商品收入和头部商品收入，并驾齐驱。内容行业，一样的。内容为本，渠道为王。五最后开一个脑洞，假定从今天开始，公号内容、字节号内容，都向百度开放了，你觉得你会在手百里搜索，搜到它们的内容吗？这个问题其实包括两个部分：第一， 是不是可搜到；第二，是不是排序靠前？我的答案特别清楚：可搜到，但恐怕你不易看到。所以，百度不会狂喜，连喜都不会喜，甚至会有些烦恼：这些塞给我的菜，咋整整？本文来自微信公众号：扯氮集（ID：weiwuhui_com），作者：魏武挥二世","news_type":1},"isVote":1,"tweetType":1,"viewCount":2169,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":356697188,"gmtCreate":1616771044444,"gmtModify":1616771254138,"author":{"id":"3441357301529943","authorId":"3441357301529943","name":"百度一哥","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3441357301529943","authorIdStr":"3441357301529943"},"themes":[],"htmlText":"高盛，你大爷的","listText":"高盛，你大爷的","text":"高盛，你大爷的","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/356697188","repostId":"2121465465","repostType":2,"repost":{"id":"2121465465","kind":"news","pubTimestamp":1616588070,"share":"https://www.laohu8.com/m/news/2121465465?lang=&edition=full","pubTime":"2021-03-24 20:14","market":"sh","language":"zh","title":"高盛：首予百度港股买入评级 目标价373港元上涨空间达48%","url":"https://stock-news.laohu8.com/highlight/detail?id=2121465465","media":"腾讯自选股","summary":"高盛：首予百度港股买入评级 目标价373港元上涨空间达48% 来源：时刻头条紧随百度在港股成功二次上市，高盛3月24日发布的最新研报给与其“买入”评级，并将目标价由每股383美元上调至每股385美元，港股每股目标价373港元，这意味着相对于每股262港元的发行价，百度还将进一步上涨48%，目标总市值超过1300亿美元。2020年，百度核心业务的云服务收入同比增长44%。","content":"<html><body><p>原标题：<a href=\"https://laohu8.com/S/GS\">高盛</a>：首予<a href=\"https://laohu8.com/S/BIDU\">百度</a>港股买入评级 目标价373港元上涨空间达48% 来源：时刻头条</p><p>紧随百度在港股成功二次上市，高盛3月24日发布的最新研报给与其“买入”评级，并将目标价由每股383美元上调至每股385美元，港股每股目标价373港元，这意味着相对于每股262港元的发行价，百度还将进一步上涨48%，目标<font>总市值</font>超过1300亿美元。</p><p>报告称，百度拥有多个增长引擎，有三大理由<a href=\"https://laohu8.com/S/300785\">值得买</a>(行情300785)入。其一，受益于企业云业务普及率的提升，预计百度<a href=\"https://laohu8.com/S/5RE.SI\">智能</a>云营收2021年将同比增长61%；其二，基于Apollo开放平台和与智能汽车业务的增长前景，预计2029年百度将占有7%的市场份额；其三，全球经济复苏将使企业增加在品牌广告方面的支出，加之收购YY，将进一步整合百度流量推动广告收入增长。</p><p>智能云方面，通过已验证的成功模式及标杆项目，高盛认为百度智能云正处于加速增长的拐点。在智能交通领域，截至2020年底，百度已经为20多个城市提供了智能交通解决方案，预计到2023年，合作城市将超过100个。2020年，百度核心业务的云服务收入同比增长44%。在差异化优势方面，百度智能云具有AI解决方案及交叉销售的优势。例如，百度Q4财报显示，超30万托管页客户采用百度营销云服务平台，海量的广告主页讲促进云服务的发展。高盛预计，其智能云营收2021年预计将同比增长61%。</p><p>中投报告显示，中国智能驾驶市场预计将以136.2%的复合年增长率，从2019年的23亿元人民币增长至2025年的3990亿元人民币。通过过去二十多年通过多年投资于科研、AI芯片设计、开发者社区、专利及人才培养，百度正将AI落地为创新应用案例，高盛认为智能驾驶（智能汽车+Apollo开放平台）业务的爆发将是拉动百度股价上涨48%的另一个重要引擎。以2025年10倍 P/S计算，高盛给予Apollo估值200亿美元。智能汽车方面，高盛预测2025年百度将销售24万辆汽车，其总收入为487亿元人民币计算，以DCF估值方式计算，给予197亿美元估值。</p><p>在线广告方面，疫情影响百度核心广告业务的最坏时刻已经过去。短期内，医疗、教育、互联网、零售、房地产、家居和汽车等垂直行业广告市场的强劲复苏。中长期来看，高盛认为，百度将通过在内容投资和为用户创造价值方面的持续努力，进一步实现流量变现。特别是在直播领域，通过整合YY良好的社区化运营模式，强化移动生态以信息和知识为核心的直播内容，提高用户的粘性与活力，从而提高用户的商业化价值。</p><p>受通胀预期及美债收益率上升影响，截至3月24日，恒生指数累计收跌3.35%。百度二次上市首日股价表现稳定，充分显示了科技互联网核心<font>资产</font>仍有良好的基本面支撑，市场短期波动不应改变<font>长期投资</font>的逻辑。</p>市场风格不断切换，抓住低吸潜伏的好机会，关注入场时机，点击开户 &gt; &gt;</body></html>","source":"sina_symbol","collect":0,"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>高盛：首予百度港股买入评级 目标价373港元上涨空间达48%</title>\n<style 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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高盛：首予百度港股买入评级 目标价373港元上涨空间达48%\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-03-24 20:14 北京时间&nbsp;&nbsp;&nbsp;<a href=https://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/stock/relnews/us/2021-03-24/doc-ikknscsk0823482.shtml><strong>腾讯自选股</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>原标题：高盛：首予百度港股买入评级 目标价373港元上涨空间达48% 来源：时刻头条紧随百度在港股成功二次上市，高盛3月24日发布的最新研报给与其“买入”评级，并将目标价由每股383美元上调至每股385美元，港股每股目标价373港元，这意味着相对于每股262港元的发行价，百度还将进一步上涨48%，目标总市值超过1300亿美元。报告称，百度拥有多个增长引擎，有三大理由值得买(行情300785)入。...</p>\n\n<a href=\"https://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/stock/relnews/us/2021-03-24/doc-ikknscsk0823482.shtml\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/c4a03a5ae5cfc1aad727ce9e6d2b27bb","relate_stocks":{"09888":"百度集团-SW"},"source_url":"https://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/stock/relnews/us/2021-03-24/doc-ikknscsk0823482.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2121465465","content_text":"原标题：高盛：首予百度港股买入评级 目标价373港元上涨空间达48% 来源：时刻头条紧随百度在港股成功二次上市，高盛3月24日发布的最新研报给与其“买入”评级，并将目标价由每股383美元上调至每股385美元，港股每股目标价373港元，这意味着相对于每股262港元的发行价，百度还将进一步上涨48%，目标总市值超过1300亿美元。报告称，百度拥有多个增长引擎，有三大理由值得买(行情300785)入。其一，受益于企业云业务普及率的提升，预计百度智能云营收2021年将同比增长61%；其二，基于Apollo开放平台和与智能汽车业务的增长前景，预计2029年百度将占有7%的市场份额；其三，全球经济复苏将使企业增加在品牌广告方面的支出，加之收购YY，将进一步整合百度流量推动广告收入增长。智能云方面，通过已验证的成功模式及标杆项目，高盛认为百度智能云正处于加速增长的拐点。在智能交通领域，截至2020年底，百度已经为20多个城市提供了智能交通解决方案，预计到2023年，合作城市将超过100个。2020年，百度核心业务的云服务收入同比增长44%。在差异化优势方面，百度智能云具有AI解决方案及交叉销售的优势。例如，百度Q4财报显示，超30万托管页客户采用百度营销云服务平台，海量的广告主页讲促进云服务的发展。高盛预计，其智能云营收2021年预计将同比增长61%。中投报告显示，中国智能驾驶市场预计将以136.2%的复合年增长率，从2019年的23亿元人民币增长至2025年的3990亿元人民币。通过过去二十多年通过多年投资于科研、AI芯片设计、开发者社区、专利及人才培养，百度正将AI落地为创新应用案例，高盛认为智能驾驶（智能汽车+Apollo开放平台）业务的爆发将是拉动百度股价上涨48%的另一个重要引擎。以2025年10倍 P/S计算，高盛给予Apollo估值200亿美元。智能汽车方面，高盛预测2025年百度将销售24万辆汽车，其总收入为487亿元人民币计算，以DCF估值方式计算，给予197亿美元估值。在线广告方面，疫情影响百度核心广告业务的最坏时刻已经过去。短期内，医疗、教育、互联网、零售、房地产、家居和汽车等垂直行业广告市场的强劲复苏。中长期来看，高盛认为，百度将通过在内容投资和为用户创造价值方面的持续努力，进一步实现流量变现。特别是在直播领域，通过整合YY良好的社区化运营模式，强化移动生态以信息和知识为核心的直播内容，提高用户的粘性与活力，从而提高用户的商业化价值。受通胀预期及美债收益率上升影响，截至3月24日，恒生指数累计收跌3.35%。百度二次上市首日股价表现稳定，充分显示了科技互联网核心资产仍有良好的基本面支撑，市场短期波动不应改变长期投资的逻辑。市场风格不断切换，抓住低吸潜伏的好机会，关注入场时机，点击开户 > >","news_type":1},"isVote":1,"tweetType":1,"viewCount":1407,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":329985273,"gmtCreate":1615198624392,"gmtModify":1703485534143,"author":{"id":"3441357301529943","authorId":"3441357301529943","name":"百度一哥","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3441357301529943","authorIdStr":"3441357301529943"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/BIDU\">$百度(BIDU)$</a>没有最低只有更低","listText":"<a href=\"https://laohu8.com/S/BIDU\">$百度(BIDU)$</a>没有最低只有更低","text":"$百度(BIDU)$没有最低只有更低","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/329985273","isVote":1,"tweetType":1,"viewCount":1487,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":367886307,"gmtCreate":1614935602109,"gmtModify":1703483136525,"author":{"id":"3441357301529943","authorId":"3441357301529943","name":"百度一哥","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3441357301529943","authorIdStr":"3441357301529943"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/BIDU\">$百度(BIDU)$</a>跌到底了吗","listText":"<a href=\"https://laohu8.com/S/BIDU\">$百度(BIDU)$</a>跌到底了吗","text":"$百度(BIDU)$跌到底了吗","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/367886307","isVote":1,"tweetType":1,"viewCount":2873,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":362539297,"gmtCreate":1614647779419,"gmtModify":1703479289463,"author":{"id":"3441357301529943","authorId":"3441357301529943","name":"百度一哥","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3441357301529943","authorIdStr":"3441357301529943"},"themes":[],"htmlText":"牛","listText":"牛","text":"牛","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/362539297","repostId":"1126172174","repostType":2,"repost":{"id":"1126172174","kind":"news","weMediaInfo":{"introduction":"关注IPO最新资讯，第一时间传播市场动态及投资价值，专业提供IPO项目咨询服务。","home_visible":1,"media_name":"IPO早知道","id":"1002830115","head_image":"https://static.tigerbbs.com/2c011a3d6c6b49fb8f278024402f343a"},"pubTimestamp":1614646542,"share":"https://www.laohu8.com/m/news/1126172174?lang=&edition=full","pubTime":"2021-03-02 08:55","market":"us","language":"zh","title":"百度最快本周寻求通过港交所聆讯","url":"https://stock-news.laohu8.com/highlight/detail?id=1126172174","media":"IPO早知道","summary":"百度和哔哩哔哩分别预计募集50亿美元和30亿美元。据IPO早知道消息，百度最快本周、最晚下周寻求通过港交所聆讯，并将在3月正式完成在港二次上市，募资规模至多为50亿美元，美银、中信里昂证券和高盛牵头负","content":"<blockquote><a href=\"https://laohu8.com/S/BIDU\">百度</a>和<a href=\"https://laohu8.com/S/BILI\">哔哩哔哩</a>分别预计募集50亿美元和30亿美元。</blockquote><p>据IPO早知道消息，百度最快本周、最晚下周寻求通过港交所聆讯，并将在3月正式完成在港二次上市，募资规模至多为50亿美元，美银、中信里昂证券和<a href=\"https://laohu8.com/S/GS\">高盛</a>牵头负责本次上市事宜。</p><p>此外，哔哩哔哩则预计将于下周寻求通过港交所聆讯，募资规模预计为30亿美元，高盛、<a href=\"https://laohu8.com/S/JPM\">摩根大通</a>、<a href=\"https://laohu8.com/S/MS\">摩根士丹利</a>和<a href=\"https://laohu8.com/S/UBS\">瑞银</a>为保荐人。</p><p>这里需要指出的一点是，根据港交所2018年4月24日公布的《新兴及创<a href=\"https://laohu8.com/S/300832\">新产业</a>公司上市制度》咨询总结，二次上市的企业以保密方式递交上市资料存盘后，直至通过聆讯后才将在港交所官网披露招股说明书。</p><p>这意味着，<b>百度和哔哩哔哩的招股说明书预计于本周末及下周末正式公开</b>；而按通过聆讯的时间计算，百度和哔哩哔哩的招股时间将极为接近，且两者最快都将于3月登陆港交所。</p><p>本周一（3月1日），百度宣布完成1:80的拆股且于3月1日生效——从每10股ADS（美国存托股票）代表1股A类普通股，更改为每1股ADS代表8股A类普通股。</p><p>某种程度上而言，<b>拆股意味着未来两地上市公司股价的绝对值更为相似，更利于国际投资者的理解、以及增强流动性和降低中小投资者的参与门槛</b>。在2019年下半年<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>在港二次上市前，其同样选择1:8的拆股。</p><p>北京时间2月18日，百度发布了截至2020年12月31日的第四季度及全年未经审计的财务报告。</p><p>财报显示，百度第四季度的营收为303亿元（人民币，下同），同比增长5%；非美国通用会计准则下，归属百度的净利润为69亿元，同比增长25%。2020年全年，百度的营收为1071亿元，与2019年基本持平；非美国通用会计准则的净利润则为220亿元，同比增长21%。</p><p>至于移动生态基本盘的百度App。2020年12月，百度App的月活跃用户数为5.44亿，日登录用户占比超70%，同比提升18个百分点；百度<a href=\"https://laohu8.com/S/5RE.SI\">智能</a>小程序月活跃用户数为4.14亿（含开源小程序），智能小程序数量同比增长124%。</p><p><b>得益于在自动驾驶领域的持续动作，百度过去三个月的股价已上涨超过100%</b>。截至拆股前，百度的股价报于每股283.46美元，市值约为966亿美元。</p><p>北京时间2月25日，哔哩哔哩同样发布了截至2020年12月31日的第四季度及全年未经审计的财务报告。</p><p>财报显示，2020年第四季度B站的营收为38.4亿元，同比增长91%；调整后净亏损为6.82亿元，2019年同期的调整后净亏损为3.37亿元。2020年全年，B站的营收为120亿元，同比增长77％；调整后净亏损为26亿元，2019年同期的调整后净亏损则为11亿元。</p><p>用户数据方面，B站第四季度的月活用户为2.02亿，同比增长55%；其中移动端月活用户为1.87亿，同比增长61%；日活用户则为5400万，同比增长42%。</p><p><b>哔哩哔哩董事长兼CEO陈睿在财报电话会议中表示，未来三年的用户增长目标是“2023年内MAU达到4亿”</b>。</p><p>当然，若百度和哔哩哔哩在相隔较短的时间内乃至同期招股，对于两家公司和投资者而言都提出了更高的要求。</p>","collect":0,"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>百度最快本周寻求通过港交所聆讯</title>\n<style 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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百度最快本周寻求通过港交所聆讯\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1002830115\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/2c011a3d6c6b49fb8f278024402f343a);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">IPO早知道 </p>\n<p class=\"h-time\">2021-03-02 08:55</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<blockquote><a href=\"https://laohu8.com/S/BIDU\">百度</a>和<a href=\"https://laohu8.com/S/BILI\">哔哩哔哩</a>分别预计募集50亿美元和30亿美元。</blockquote><p>据IPO早知道消息，百度最快本周、最晚下周寻求通过港交所聆讯，并将在3月正式完成在港二次上市，募资规模至多为50亿美元，美银、中信里昂证券和<a href=\"https://laohu8.com/S/GS\">高盛</a>牵头负责本次上市事宜。</p><p>此外，哔哩哔哩则预计将于下周寻求通过港交所聆讯，募资规模预计为30亿美元，高盛、<a href=\"https://laohu8.com/S/JPM\">摩根大通</a>、<a href=\"https://laohu8.com/S/MS\">摩根士丹利</a>和<a href=\"https://laohu8.com/S/UBS\">瑞银</a>为保荐人。</p><p>这里需要指出的一点是，根据港交所2018年4月24日公布的《新兴及创<a href=\"https://laohu8.com/S/300832\">新产业</a>公司上市制度》咨询总结，二次上市的企业以保密方式递交上市资料存盘后，直至通过聆讯后才将在港交所官网披露招股说明书。</p><p>这意味着，<b>百度和哔哩哔哩的招股说明书预计于本周末及下周末正式公开</b>；而按通过聆讯的时间计算，百度和哔哩哔哩的招股时间将极为接近，且两者最快都将于3月登陆港交所。</p><p>本周一（3月1日），百度宣布完成1:80的拆股且于3月1日生效——从每10股ADS（美国存托股票）代表1股A类普通股，更改为每1股ADS代表8股A类普通股。</p><p>某种程度上而言，<b>拆股意味着未来两地上市公司股价的绝对值更为相似，更利于国际投资者的理解、以及增强流动性和降低中小投资者的参与门槛</b>。在2019年下半年<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>在港二次上市前，其同样选择1:8的拆股。</p><p>北京时间2月18日，百度发布了截至2020年12月31日的第四季度及全年未经审计的财务报告。</p><p>财报显示，百度第四季度的营收为303亿元（人民币，下同），同比增长5%；非美国通用会计准则下，归属百度的净利润为69亿元，同比增长25%。2020年全年，百度的营收为1071亿元，与2019年基本持平；非美国通用会计准则的净利润则为220亿元，同比增长21%。</p><p>至于移动生态基本盘的百度App。2020年12月，百度App的月活跃用户数为5.44亿，日登录用户占比超70%，同比提升18个百分点；百度<a href=\"https://laohu8.com/S/5RE.SI\">智能</a>小程序月活跃用户数为4.14亿（含开源小程序），智能小程序数量同比增长124%。</p><p><b>得益于在自动驾驶领域的持续动作，百度过去三个月的股价已上涨超过100%</b>。截至拆股前，百度的股价报于每股283.46美元，市值约为966亿美元。</p><p>北京时间2月25日，哔哩哔哩同样发布了截至2020年12月31日的第四季度及全年未经审计的财务报告。</p><p>财报显示，2020年第四季度B站的营收为38.4亿元，同比增长91%；调整后净亏损为6.82亿元，2019年同期的调整后净亏损为3.37亿元。2020年全年，B站的营收为120亿元，同比增长77％；调整后净亏损为26亿元，2019年同期的调整后净亏损则为11亿元。</p><p>用户数据方面，B站第四季度的月活用户为2.02亿，同比增长55%；其中移动端月活用户为1.87亿，同比增长61%；日活用户则为5400万，同比增长42%。</p><p><b>哔哩哔哩董事长兼CEO陈睿在财报电话会议中表示，未来三年的用户增长目标是“2023年内MAU达到4亿”</b>。</p><p>当然，若百度和哔哩哔哩在相隔较短的时间内乃至同期招股，对于两家公司和投资者而言都提出了更高的要求。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/0cb3c6c3c55603d00a14ee3389850b7f","relate_stocks":{"BIDU":"百度"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1126172174","content_text":"百度和哔哩哔哩分别预计募集50亿美元和30亿美元。据IPO早知道消息，百度最快本周、最晚下周寻求通过港交所聆讯，并将在3月正式完成在港二次上市，募资规模至多为50亿美元，美银、中信里昂证券和高盛牵头负责本次上市事宜。此外，哔哩哔哩则预计将于下周寻求通过港交所聆讯，募资规模预计为30亿美元，高盛、摩根大通、摩根士丹利和瑞银为保荐人。这里需要指出的一点是，根据港交所2018年4月24日公布的《新兴及创新产业公司上市制度》咨询总结，二次上市的企业以保密方式递交上市资料存盘后，直至通过聆讯后才将在港交所官网披露招股说明书。这意味着，百度和哔哩哔哩的招股说明书预计于本周末及下周末正式公开；而按通过聆讯的时间计算，百度和哔哩哔哩的招股时间将极为接近，且两者最快都将于3月登陆港交所。本周一（3月1日），百度宣布完成1:80的拆股且于3月1日生效——从每10股ADS（美国存托股票）代表1股A类普通股，更改为每1股ADS代表8股A类普通股。某种程度上而言，拆股意味着未来两地上市公司股价的绝对值更为相似，更利于国际投资者的理解、以及增强流动性和降低中小投资者的参与门槛。在2019年下半年阿里巴巴在港二次上市前，其同样选择1:8的拆股。北京时间2月18日，百度发布了截至2020年12月31日的第四季度及全年未经审计的财务报告。财报显示，百度第四季度的营收为303亿元（人民币，下同），同比增长5%；非美国通用会计准则下，归属百度的净利润为69亿元，同比增长25%。2020年全年，百度的营收为1071亿元，与2019年基本持平；非美国通用会计准则的净利润则为220亿元，同比增长21%。至于移动生态基本盘的百度App。2020年12月，百度App的月活跃用户数为5.44亿，日登录用户占比超70%，同比提升18个百分点；百度智能小程序月活跃用户数为4.14亿（含开源小程序），智能小程序数量同比增长124%。得益于在自动驾驶领域的持续动作，百度过去三个月的股价已上涨超过100%。截至拆股前，百度的股价报于每股283.46美元，市值约为966亿美元。北京时间2月25日，哔哩哔哩同样发布了截至2020年12月31日的第四季度及全年未经审计的财务报告。财报显示，2020年第四季度B站的营收为38.4亿元，同比增长91%；调整后净亏损为6.82亿元，2019年同期的调整后净亏损为3.37亿元。2020年全年，B站的营收为120亿元，同比增长77％；调整后净亏损为26亿元，2019年同期的调整后净亏损则为11亿元。用户数据方面，B站第四季度的月活用户为2.02亿，同比增长55%；其中移动端月活用户为1.87亿，同比增长61%；日活用户则为5400万，同比增长42%。哔哩哔哩董事长兼CEO陈睿在财报电话会议中表示，未来三年的用户增长目标是“2023年内MAU达到4亿”。当然，若百度和哔哩哔哩在相隔较短的时间内乃至同期招股，对于两家公司和投资者而言都提出了更高的要求。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1488,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":368509013,"gmtCreate":1614334016832,"gmtModify":1703476504404,"author":{"id":"3441357301529943","authorId":"3441357301529943","name":"百度一哥","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3441357301529943","authorIdStr":"3441357301529943"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/BIDU\">$百度(BIDU)$</a>这都不涨吗？","listText":"<a href=\"https://laohu8.com/S/BIDU\">$百度(BIDU)$</a>这都不涨吗？","text":"$百度(BIDU)$这都不涨吗？","images":[{"img":"https://static.tigerbbs.com/697a8552dba99707f945cb4cc1bf5c7c","width":"2724","height":"928"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/368509013","isVote":1,"tweetType":1,"viewCount":4379,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":335393026,"gmtCreate":1610524228165,"gmtModify":1703744935867,"author":{"id":"3441357301529943","authorId":"3441357301529943","name":"百度一哥","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3441357301529943","authorIdStr":"3441357301529943"},"themes":[],"htmlText":"这跟百度有啥关系吗","listText":"这跟百度有啥关系吗","text":"这跟百度有啥关系吗","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/335393026","repostId":"1179634650","repostType":4,"repost":{"id":"1179634650","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1610521215,"share":"https://www.laohu8.com/m/news/1179634650?lang=&edition=full","pubTime":"2021-01-13 15:00","market":"us","language":"zh","title":"富智康大涨近35%，传吉利将与富士康合作汽车代工","url":"https://stock-news.laohu8.com/highlight/detail?id=1179634650","media":"老虎资讯综合","summary":"1月13日午后，港股富智康集团涨近35%，吉利汽车涨超1%，消息上，此前有报道称吉利将与富士康成立合资公司，为第三方汽车企业代工。","content":"<p>1月13日午后，港股<a href=\"https://laohu8.com/S/02038\">富智康集团</a>涨近35%，<a href=\"https://laohu8.com/S/00175\">吉利汽车</a>涨超1%，消息上，此前有报道称吉利将与富士康成立合资公司，为第三方汽车企业代工。</p><p><img src=\"https://static.tigerbbs.com/c676a90e135c208a2de48b55753c0ed7\" tg-width=\"840\" tg-height=\"470\"><img src=\"https://static.tigerbbs.com/34eb565ccb840b062052923fac6c4ab2\" tg-width=\"840\" tg-height=\"470\"></p>","collect":0,"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\" 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15:00</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>1月13日午后，港股<a href=\"https://laohu8.com/S/02038\">富智康集团</a>涨近35%，<a href=\"https://laohu8.com/S/00175\">吉利汽车</a>涨超1%，消息上，此前有报道称吉利将与富士康成立合资公司，为第三方汽车企业代工。</p><p><img src=\"https://static.tigerbbs.com/c676a90e135c208a2de48b55753c0ed7\" tg-width=\"840\" tg-height=\"470\"><img src=\"https://static.tigerbbs.com/34eb565ccb840b062052923fac6c4ab2\" tg-width=\"840\" 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16:28</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>蔚来汽车：2月交付了6131辆汽车，同比增长9.9%。</p><p>蔚来汽车：2022年，总共交付了15783辆汽车，同比增长了23.3%。截至2022年2月28日，ES8、ES6和EC6的累计交付量达到182853辆。</p><p><img src=\"https://static.tigerbbs.com/80f82c8359fcc64b9695a52d1f4ef2dc\" tg-width=\"1380\" tg-height=\"569\" width=\"100%\" 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15:00</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>1月13日午后，港股<a href=\"https://laohu8.com/S/02038\">富智康集团</a>涨近35%，<a href=\"https://laohu8.com/S/00175\">吉利汽车</a>涨超1%，消息上，此前有报道称吉利将与富士康成立合资公司，为第三方汽车企业代工。</p><p><img src=\"https://static.tigerbbs.com/c676a90e135c208a2de48b55753c0ed7\" tg-width=\"840\" tg-height=\"470\"><img src=\"https://static.tigerbbs.com/34eb565ccb840b062052923fac6c4ab2\" tg-width=\"840\" 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20:14","market":"sh","language":"zh","title":"高盛：首予百度港股买入评级 目标价373港元上涨空间达48%","url":"https://stock-news.laohu8.com/highlight/detail?id=2121465465","media":"腾讯自选股","summary":"高盛：首予百度港股买入评级 目标价373港元上涨空间达48% 来源：时刻头条紧随百度在港股成功二次上市，高盛3月24日发布的最新研报给与其“买入”评级，并将目标价由每股383美元上调至每股385美元，港股每股目标价373港元，这意味着相对于每股262港元的发行价，百度还将进一步上涨48%，目标总市值超过1300亿美元。2020年，百度核心业务的云服务收入同比增长44%。","content":"<html><body><p>原标题：<a href=\"https://laohu8.com/S/GS\">高盛</a>：首予<a href=\"https://laohu8.com/S/BIDU\">百度</a>港股买入评级 目标价373港元上涨空间达48% 来源：时刻头条</p><p>紧随百度在港股成功二次上市，高盛3月24日发布的最新研报给与其“买入”评级，并将目标价由每股383美元上调至每股385美元，港股每股目标价373港元，这意味着相对于每股262港元的发行价，百度还将进一步上涨48%，目标<font>总市值</font>超过1300亿美元。</p><p>报告称，百度拥有多个增长引擎，有三大理由<a href=\"https://laohu8.com/S/300785\">值得买</a>(行情300785)入。其一，受益于企业云业务普及率的提升，预计百度<a href=\"https://laohu8.com/S/5RE.SI\">智能</a>云营收2021年将同比增长61%；其二，基于Apollo开放平台和与智能汽车业务的增长前景，预计2029年百度将占有7%的市场份额；其三，全球经济复苏将使企业增加在品牌广告方面的支出，加之收购YY，将进一步整合百度流量推动广告收入增长。</p><p>智能云方面，通过已验证的成功模式及标杆项目，高盛认为百度智能云正处于加速增长的拐点。在智能交通领域，截至2020年底，百度已经为20多个城市提供了智能交通解决方案，预计到2023年，合作城市将超过100个。2020年，百度核心业务的云服务收入同比增长44%。在差异化优势方面，百度智能云具有AI解决方案及交叉销售的优势。例如，百度Q4财报显示，超30万托管页客户采用百度营销云服务平台，海量的广告主页讲促进云服务的发展。高盛预计，其智能云营收2021年预计将同比增长61%。</p><p>中投报告显示，中国智能驾驶市场预计将以136.2%的复合年增长率，从2019年的23亿元人民币增长至2025年的3990亿元人民币。通过过去二十多年通过多年投资于科研、AI芯片设计、开发者社区、专利及人才培养，百度正将AI落地为创新应用案例，高盛认为智能驾驶（智能汽车+Apollo开放平台）业务的爆发将是拉动百度股价上涨48%的另一个重要引擎。以2025年10倍 P/S计算，高盛给予Apollo估值200亿美元。智能汽车方面，高盛预测2025年百度将销售24万辆汽车，其总收入为487亿元人民币计算，以DCF估值方式计算，给予197亿美元估值。</p><p>在线广告方面，疫情影响百度核心广告业务的最坏时刻已经过去。短期内，医疗、教育、互联网、零售、房地产、家居和汽车等垂直行业广告市场的强劲复苏。中长期来看，高盛认为，百度将通过在内容投资和为用户创造价值方面的持续努力，进一步实现流量变现。特别是在直播领域，通过整合YY良好的社区化运营模式，强化移动生态以信息和知识为核心的直播内容，提高用户的粘性与活力，从而提高用户的商业化价值。</p><p>受通胀预期及美债收益率上升影响，截至3月24日，恒生指数累计收跌3.35%。百度二次上市首日股价表现稳定，充分显示了科技互联网核心<font>资产</font>仍有良好的基本面支撑，市场短期波动不应改变<font>长期投资</font>的逻辑。</p>市场风格不断切换，抓住低吸潜伏的好机会，关注入场时机，点击开户 &gt; &gt;</body></html>","source":"sina_symbol","collect":0,"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>高盛：首予百度港股买入评级 目标价373港元上涨空间达48%</title>\n<style 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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高盛：首予百度港股买入评级 目标价373港元上涨空间达48%\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-03-24 20:14 北京时间&nbsp;&nbsp;&nbsp;<a href=https://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/stock/relnews/us/2021-03-24/doc-ikknscsk0823482.shtml><strong>腾讯自选股</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>原标题：高盛：首予百度港股买入评级 目标价373港元上涨空间达48% 来源：时刻头条紧随百度在港股成功二次上市，高盛3月24日发布的最新研报给与其“买入”评级，并将目标价由每股383美元上调至每股385美元，港股每股目标价373港元，这意味着相对于每股262港元的发行价，百度还将进一步上涨48%，目标总市值超过1300亿美元。报告称，百度拥有多个增长引擎，有三大理由值得买(行情300785)入。...</p>\n\n<a href=\"https://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/stock/relnews/us/2021-03-24/doc-ikknscsk0823482.shtml\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/c4a03a5ae5cfc1aad727ce9e6d2b27bb","relate_stocks":{"09888":"百度集团-SW"},"source_url":"https://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/stock/relnews/us/2021-03-24/doc-ikknscsk0823482.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2121465465","content_text":"原标题：高盛：首予百度港股买入评级 目标价373港元上涨空间达48% 来源：时刻头条紧随百度在港股成功二次上市，高盛3月24日发布的最新研报给与其“买入”评级，并将目标价由每股383美元上调至每股385美元，港股每股目标价373港元，这意味着相对于每股262港元的发行价，百度还将进一步上涨48%，目标总市值超过1300亿美元。报告称，百度拥有多个增长引擎，有三大理由值得买(行情300785)入。其一，受益于企业云业务普及率的提升，预计百度智能云营收2021年将同比增长61%；其二，基于Apollo开放平台和与智能汽车业务的增长前景，预计2029年百度将占有7%的市场份额；其三，全球经济复苏将使企业增加在品牌广告方面的支出，加之收购YY，将进一步整合百度流量推动广告收入增长。智能云方面，通过已验证的成功模式及标杆项目，高盛认为百度智能云正处于加速增长的拐点。在智能交通领域，截至2020年底，百度已经为20多个城市提供了智能交通解决方案，预计到2023年，合作城市将超过100个。2020年，百度核心业务的云服务收入同比增长44%。在差异化优势方面，百度智能云具有AI解决方案及交叉销售的优势。例如，百度Q4财报显示，超30万托管页客户采用百度营销云服务平台，海量的广告主页讲促进云服务的发展。高盛预计，其智能云营收2021年预计将同比增长61%。中投报告显示，中国智能驾驶市场预计将以136.2%的复合年增长率，从2019年的23亿元人民币增长至2025年的3990亿元人民币。通过过去二十多年通过多年投资于科研、AI芯片设计、开发者社区、专利及人才培养，百度正将AI落地为创新应用案例，高盛认为智能驾驶（智能汽车+Apollo开放平台）业务的爆发将是拉动百度股价上涨48%的另一个重要引擎。以2025年10倍 P/S计算，高盛给予Apollo估值200亿美元。智能汽车方面，高盛预测2025年百度将销售24万辆汽车，其总收入为487亿元人民币计算，以DCF估值方式计算，给予197亿美元估值。在线广告方面，疫情影响百度核心广告业务的最坏时刻已经过去。短期内，医疗、教育、互联网、零售、房地产、家居和汽车等垂直行业广告市场的强劲复苏。中长期来看，高盛认为，百度将通过在内容投资和为用户创造价值方面的持续努力，进一步实现流量变现。特别是在直播领域，通过整合YY良好的社区化运营模式，强化移动生态以信息和知识为核心的直播内容，提高用户的粘性与活力，从而提高用户的商业化价值。受通胀预期及美债收益率上升影响，截至3月24日，恒生指数累计收跌3.35%。百度二次上市首日股价表现稳定，充分显示了科技互联网核心资产仍有良好的基本面支撑，市场短期波动不应改变长期投资的逻辑。市场风格不断切换，抓住低吸潜伏的好机会，关注入场时机，点击开户 > >","news_type":1},"isVote":1,"tweetType":1,"viewCount":1407,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":924095481,"gmtCreate":1588163940543,"gmtModify":1704366673182,"author":{"id":"3441357301529943","authorId":"3441357301529943","name":"百度一哥","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3441357301529943","authorIdStr":"3441357301529943"},"themes":[],"htmlText":"这么猛","listText":"这么猛","text":"这么猛","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/924095481","repostId":"1108976612","repostType":4,"repost":{"id":"1108976612","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1588163821,"share":"https://www.laohu8.com/m/news/1108976612?lang=&edition=full","pubTime":"2020-04-29 20:37","market":"us","language":"zh","title":"吉利德科学的瑞德西韦新冠临床试验已达到主要评估指标","url":"https://stock-news.laohu8.com/highlight/detail?id=1108976612","media":"老虎资讯综合","summary":"4月29日讯，吉利德科学盘前停牌，吉利德科学的瑞德西韦新冠临床试验已达到主要评估指标。吉利德科学在德股价涨10%。吉利德科学：第二次简单试验的前600名患者的结果预计在5月底出炉。接受10天瑞德西韦治","content":"<p><span>4月29日讯，<a href=\"https://laohu8.com/S/GILD\">吉利德科学</a>盘前停牌，</span>吉利德科学的瑞德西韦新冠临床试验已达到主要评估指标。<span>吉利德科学在德股价涨10%。</span></p><p><span>吉利德科学：第二次简单试验的前600名患者的结果预计在5月底出炉。接受10天瑞德西韦治疗的患者与接受5天治疗的患者的临床状态出现了相似的改善。在意大利以外的地区，在研究的第14天，两个治疗组（5天和10天治疗组）的整体死亡率为7%。</span></p><p><img src=\"https://static.tigerbbs.com/dee6cfb37e279131634eba2667eca5b1\"></p>","collect":0,"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\" 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20:37</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p><span>4月29日讯，<a href=\"https://laohu8.com/S/GILD\">吉利德科学</a>盘前停牌，</span>吉利德科学的瑞德西韦新冠临床试验已达到主要评估指标。<span>吉利德科学在德股价涨10%。</span></p><p><span>吉利德科学：第二次简单试验的前600名患者的结果预计在5月底出炉。接受10天瑞德西韦治疗的患者与接受5天治疗的患者的临床状态出现了相似的改善。在意大利以外的地区，在研究的第14天，两个治疗组（5天和10天治疗组）的整体死亡率为7%。</span></p><p><img src=\"https://static.tigerbbs.com/dee6cfb37e279131634eba2667eca5b1\"></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/f874ded00c644297784368a7af94c8ae","relate_stocks":{"GILD":"吉利德科学"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1108976612","content_text":"4月29日讯，吉利德科学盘前停牌，吉利德科学的瑞德西韦新冠临床试验已达到主要评估指标。吉利德科学在德股价涨10%。吉利德科学：第二次简单试验的前600名患者的结果预计在5月底出炉。接受10天瑞德西韦治疗的患者与接受5天治疗的患者的临床状态出现了相似的改善。在意大利以外的地区，在研究的第14天，两个治疗组（5天和10天治疗组）的整体死亡率为7%。","news_type":1},"isVote":1,"tweetType":1,"viewCount":721,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":937045732,"gmtCreate":1574677045626,"gmtModify":1704728253277,"author":{"id":"3441357301529943","authorId":"3441357301529943","name":"百度一哥","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3441357301529943","authorIdStr":"3441357301529943"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/BIDU\">$百度(BIDU)$</a>&nbsp;马上就被拼多多超过去了","listText":"<a href=\"https://laohu8.com/S/BIDU\">$百度(BIDU)$</a>&nbsp;马上就被拼多多超过去了","text":"$百度(BIDU)$ 马上就被拼多多超过去了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/937045732","isVote":1,"tweetType":1,"viewCount":626,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":622429646,"gmtCreate":1675825373985,"gmtModify":1675825375901,"author":{"id":"3441357301529943","authorId":"3441357301529943","name":"百度一哥","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3441357301529943","authorIdStr":"3441357301529943"},"themes":[],"htmlText":"那能估值到多少？","listText":"那能估值到多少？","text":"那能估值到多少？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/622429646","repostId":"2309552083","repostType":2,"repost":{"id":"2309552083","kind":"news","pubTimestamp":1675821714,"share":"https://www.laohu8.com/m/news/2309552083?lang=&edition=full","pubTime":"2023-02-08 10:01","market":"hk","language":"zh","title":"中金：维持百度集团-SW(09888)“跑赢行业”评级 目标价升至167.1港元","url":"https://stock-news.laohu8.com/highlight/detail?id=2309552083","media":"智通财经","summary":"智通财经APP获悉，中金发布研究报告称，维持百度集团-SW“跑赢行业”评级，鉴于其在AIGC业务有所突破，目标价上调8.7%至167.1港元。1)大模型：百度的文心大模型和OpenAI的GPT模型类似，且“文心一言”所基于的ERNIE系列模型具备跨模态、跨语言的深度语义理解与生成能力。2)上行空间大：该行认为股价弹性来自于云、AIGC和自动驾驶等新业务。","content":"<html><body><p>智通财经APP获悉，中金发布研究报告称，维持<a href=\"https://laohu8.com/S/09888\">百度集团-SW</a>(09888)“跑赢行业”评级，鉴于其在AIGC业务有所突破，目标价上调8.7%至167.1港元。公司宣布其大模型新项目“文心一言”，预计将在3月完成内测并面向公众开放，目前该产品在做上线前的冲刺准备工作。该行认为，该模型的推出有望对公司核心产品搜索引擎带来全面升级，根据此前<a href=\"https://laohu8.com/S/BIDU\">百度</a>架构师在沟通会上的交流，百度搜索今年在技术上重要的工作就是要把整个检索系统变成检索+生成双模系统。</p><p><strong>中金主要观点如下：</strong></p><p><strong>全栈布局AI，大模型基础底座坚实，数据和算力有较强保障。</strong></p><p><strong>1)大模型：</strong>百度的文心大模型(2019年推出)和OpenAI的GPT模型类似，且“文心一言”所基于的ERNIE系列模型具备跨模态、跨语言的深度语义理解与生成能力。此外，“文心一言”并非百度文心大模型的第一个产品，其AI作画平台“文心一格”和产业级搜索系统“文心百中”已经面相公众开放。<strong>2)算力：</strong>百度拥有多个云计算可用区、庞大的超算集群，该行认为，百度<a href=\"https://laohu8.com/S/5RE.SI\">智能</a>云能为ERNIE大模型应用提供高并发、高弹性、高精度等不同计算需求。<strong>3)数据：</strong>该行认为百度现有数据规模能够助力产品实现0-1，且模型在用户、数据的良性循环下有望变得越来越聪明，形成马太效应。</p><p><strong>商业应用面向B端和C端两个延展方向。</strong></p><p><strong>1)面向C端应用来看：</strong>“文心一言”植入在百度搜索中双引擎运作，一方面可以弥补搜索效率不高的问题，同时也可以弥补“文心一言”单一答案生成、用户信任度不够的短板。</p><p><strong>2)面向B端应用来看：</strong>“文心一言”搭载在云计算产品上赋能各行各业创意生成、内容创作等，AI辅助工作有望帮助企业大幅降低成本，商业前景可期。</p><p><strong>公司整体基本面下行风险低，上行空间大。</strong></p><p><strong>1)下行风险低：</strong>随着线下经济活动恢复，零售和旅游业等细分市场回暖有望对广告行业产生良好驱动，该行认为百度核心广告业务的合理估值约为340亿美元(对应10倍2023年Non-GAAP市盈率)，截至3Q22，公司净现金有140亿美元，即使不考虑新业务也能支撑当前股价。</p><p><strong>2)上行空间大：</strong>该行认为股价弹性来自于云、AIGC和自动驾驶等新业务。若对标OpenAI目前的估值290亿美元左右，该行认为百度的技术、商业实力不弱于OpenAI，可给予估值弹性;云计算、自动驾驶商业化进程稳步推进，该行认为有望基于业绩兑现给予合理估值。</p></body></html>","source":"stock_zhitongcaijing","collect":0,"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>中金：维持百度集团-SW(09888)“跑赢行业”评级 目标价升至167.1港元</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; 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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中金：维持百度集团-SW(09888)“跑赢行业”评级 目标价升至167.1港元\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-02-08 10:01 北京时间&nbsp;&nbsp;&nbsp;<a href=http://www.zhitongcaijing.com/content/detail/872936.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>智通财经APP获悉，中金发布研究报告称，维持百度集团-SW(09888)“跑赢行业”评级，鉴于其在AIGC业务有所突破，目标价上调8.7%至167.1港元。公司宣布其大模型新项目“文心一言”，预计将在3月完成内测并面向公众开放，目前该产品在做上线前的冲刺准备工作。该行认为，该模型的推出有望对公司核心产品搜索引擎带来全面升级，根据此前百度架构师在沟通会上的交流，百度搜索今年在技术上重要的工作就是要把...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/872936.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BIDU":"百度","09888":"百度集团-SW"},"source_url":"http://www.zhitongcaijing.com/content/detail/872936.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2309552083","content_text":"智通财经APP获悉，中金发布研究报告称，维持百度集团-SW(09888)“跑赢行业”评级，鉴于其在AIGC业务有所突破，目标价上调8.7%至167.1港元。公司宣布其大模型新项目“文心一言”，预计将在3月完成内测并面向公众开放，目前该产品在做上线前的冲刺准备工作。该行认为，该模型的推出有望对公司核心产品搜索引擎带来全面升级，根据此前百度架构师在沟通会上的交流，百度搜索今年在技术上重要的工作就是要把整个检索系统变成检索+生成双模系统。中金主要观点如下：全栈布局AI，大模型基础底座坚实，数据和算力有较强保障。1)大模型：百度的文心大模型(2019年推出)和OpenAI的GPT模型类似，且“文心一言”所基于的ERNIE系列模型具备跨模态、跨语言的深度语义理解与生成能力。此外，“文心一言”并非百度文心大模型的第一个产品，其AI作画平台“文心一格”和产业级搜索系统“文心百中”已经面相公众开放。2)算力：百度拥有多个云计算可用区、庞大的超算集群，该行认为，百度智能云能为ERNIE大模型应用提供高并发、高弹性、高精度等不同计算需求。3)数据：该行认为百度现有数据规模能够助力产品实现0-1，且模型在用户、数据的良性循环下有望变得越来越聪明，形成马太效应。商业应用面向B端和C端两个延展方向。1)面向C端应用来看：“文心一言”植入在百度搜索中双引擎运作，一方面可以弥补搜索效率不高的问题，同时也可以弥补“文心一言”单一答案生成、用户信任度不够的短板。2)面向B端应用来看：“文心一言”搭载在云计算产品上赋能各行各业创意生成、内容创作等，AI辅助工作有望帮助企业大幅降低成本，商业前景可期。公司整体基本面下行风险低，上行空间大。1)下行风险低：随着线下经济活动恢复，零售和旅游业等细分市场回暖有望对广告行业产生良好驱动，该行认为百度核心广告业务的合理估值约为340亿美元(对应10倍2023年Non-GAAP市盈率)，截至3Q22，公司净现金有140亿美元，即使不考虑新业务也能支撑当前股价。2)上行空间大：该行认为股价弹性来自于云、AIGC和自动驾驶等新业务。若对标OpenAI目前的估值290亿美元左右，该行认为百度的技术、商业实力不弱于OpenAI，可给予估值弹性;云计算、自动驾驶商业化进程稳步推进，该行认为有望基于业绩兑现给予合理估值。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1187,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":660736172,"gmtCreate":1661917945301,"gmtModify":1661917945301,"author":{"id":"3441357301529943","authorId":"3441357301529943","name":"百度一哥","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3441357301529943","authorIdStr":"3441357301529943"},"themes":[],"htmlText":"没看懂","listText":"没看懂","text":"没看懂","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/660736172","repostId":"2263425796","repostType":2,"repost":{"id":"2263425796","kind":"news","pubTimestamp":1661913965,"share":"https://www.laohu8.com/m/news/2263425796?lang=&edition=full","pubTime":"2022-08-31 10:46","market":"us","language":"zh","title":"高盛下调百度-SW(09888.HK)目标价至202元  评级「买入」","url":"https://stock-news.laohu8.com/highlight/detail?id=2263425796","media":"AAFN","summary":"高盛指出，百度毛利率持续提高，为核心盈利第三季实现增长铺路，广告业务8月份显着复苏，预期第三季将录得按年持平。高盛维持2022年收入预测大致不变，将2023至2024年集团整体收入预测下调2%至5%，但将期内非通用会计准则纯利预测上调2%至4%，目标价由207元降至202元，对应2023年预测市盈率22.7倍，维持「买入」评级。","content":"<html><body><p><a href=\"https://laohu8.com/S/GS\">高盛</a>发表研究报告指，<a href=\"https://laohu8.com/S/BIDU\">百度</a>  (BIDU.US)第二季收入符合预期，但核心业务及旗下<a href=\"https://laohu8.com/S/IQ\">爱奇艺</a>(IQ.US)的强劲增长带动下，季度盈利超出预期，非通用会计准则下每股平均摊薄盈利较该行预测高出38%。高盛指出，百度毛利率持续提高，为核心盈利第三季实现增长铺路，广告业务8月份显着复苏，预期第三季将录得按年持平。期内云端业务收入增长达31%，远远抛离同行下跌6%至增长10%的表现，憧憬下半年业务将持续提速增长。该行认为，百度次季业绩进一步证明管理层稳健执行能力，对第三季核心业务录得盈利增长有信心，同时预期下半年成本节约措施持续见效。高盛维持2022年收入预测大致不变，将2023至2024年集团整体收入预测下调2%至5%，但将期内非通用会计准则纯利预测上调2%至4%，目标价由207元降至202元，对应2023年预测市盈率22.7倍，维持「买入」评级。(gc/s)~阿思达克财经新闻网址: www.aastocks.com</p></body></html>","source":"aastocks","collect":0,"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>高盛下调百度-SW(09888.HK)目标价至202元  评级「买入」</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{ 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}\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高盛下调百度-SW(09888.HK)目标价至202元  评级「买入」\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-08-31 10:46 北京时间&nbsp;&nbsp;&nbsp;<a href=http://www.aastocks.com/apps/data/iphone/news/newscontent.aspx?newsid=NOW.1210195&style=5&chgstyle=1&categoryid=stock&width=320&market_id=hk&fontary=3&platform=iPhone&language=sc&isfirstreq=1&sourceid=aafn&datatype=0><strong>AAFN</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>高盛发表研究报告指，百度  (BIDU.US)第二季收入符合预期，但核心业务及旗下爱奇艺(IQ.US)的强劲增长带动下，季度盈利超出预期，非通用会计准则下每股平均摊薄盈利较该行预测高出38%。高盛指出，百度毛利率持续提高，为核心盈利第三季实现增长铺路，广告业务8月份显着复苏，预期第三季将录得按年持平。期内云端业务收入增长达31%，远远抛离同行下跌6%至增长10%的表现，憧憬下半年业务将持续提速增长...</p>\n\n<a href=\"http://www.aastocks.com/apps/data/iphone/news/newscontent.aspx?newsid=NOW.1210195&style=5&chgstyle=1&categoryid=stock&width=320&market_id=hk&fontary=3&platform=iPhone&language=sc&isfirstreq=1&sourceid=aafn&datatype=0\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BIDU":"百度","09888":"百度集团-SW"},"source_url":"http://www.aastocks.com/apps/data/iphone/news/newscontent.aspx?newsid=NOW.1210195&style=5&chgstyle=1&categoryid=stock&width=320&market_id=hk&fontary=3&platform=iPhone&language=sc&isfirstreq=1&sourceid=aafn&datatype=0","is_english":false,"share_image_url":"https://static.laohu8.com/51f6b9126f36f92bbf92982596066e5a","article_id":"2263425796","content_text":"高盛发表研究报告指，百度  (BIDU.US)第二季收入符合预期，但核心业务及旗下爱奇艺(IQ.US)的强劲增长带动下，季度盈利超出预期，非通用会计准则下每股平均摊薄盈利较该行预测高出38%。高盛指出，百度毛利率持续提高，为核心盈利第三季实现增长铺路，广告业务8月份显着复苏，预期第三季将录得按年持平。期内云端业务收入增长达31%，远远抛离同行下跌6%至增长10%的表现，憧憬下半年业务将持续提速增长。该行认为，百度次季业绩进一步证明管理层稳健执行能力，对第三季核心业务录得盈利增长有信心，同时预期下半年成本节约措施持续见效。高盛维持2022年收入预测大致不变，将2023至2024年集团整体收入预测下调2%至5%，但将期内非通用会计准则纯利预测上调2%至4%，目标价由207元降至202元，对应2023年预测市盈率22.7倍，维持「买入」评级。(gc/s)~阿思达克财经新闻网址: www.aastocks.com","news_type":1},"isVote":1,"tweetType":1,"viewCount":1189,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}