高盛下调百度-SW(09888.HK)目标价至202元评级「买入」_老虎社区_美港股上老虎

高盛下调百度-SW(09888.HK)目标价至202元评级「买入」

AAFN2022-08-31

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...

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百度一哥
·2022-08-31
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