《大行》摩通降百度(09888.HK)评级至“中性” 目标价下调至85元_老虎社区_美港股上老虎

《大行》摩通降百度(09888.HK)评级至“中性” 目标价下调至85元

阿斯达克财经11-28

摩根大通发表报告指出，将百度(09888.HK) 的评级由“增持”下调至“中性”，主要由于宏观复苏速度不确定，导致其盈利可见性急剧下降，且生成式人工智能(Gen AI)内容部署对变现的负面影响也存在不确定性。该行另将百度2025财年经调整每股盈利预测下调21%，较市场预期低17%，因估计公司核心广告收入预测削减7%，并对其核心经营利润率预测下调6个百分点。虽然该行预测百度核心广告收入增长的疲弱将于...

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阳光照亮
·11-28
好吧，但我坚信百度最终不会让人失望。
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