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《大行》瑞銀降百度(09888.HK)目標價至165元 AI雲端基礎設施成主要增長動力
瑞銀發表研究報告，預計百度(09888.HK)即將公布的2026年首季業績，符合市場預期；收入增長將由AI驅動業務貢獻增加所帶動，預期佔核心收入逾50%。該行預計，受惠於AI需求激增及算力供應緊張帶動行業普遍加價，AI雲端基礎設施首季收入增長超過40%；而百度在自研芯片(崑崙芯)方面的供應端優勢，有助獲取新客戶及推動現有客戶續約。瑞銀亦預期AI分析營銷(Ma...
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《大行》瑞銀降百度(09888.HK)目標價至165元 AI雲端基礎設施成主要增長動力
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瑞銀發表研究報告，預計百度(09888.HK)  +1.800 (+1.466%)    Short selling $265.04M; Ratio 25.483%   即將公布的2026年首季業績，符合市場預期；收入增長將由AI驅動業務貢獻增加所帶動，預期佔核心收入逾50%。該行預計，受惠於AI需求激增及算力供應緊張帶動行業普遍加價，AI雲端基礎設施首季收入增長超過40%；而百度在自研芯片(崑崙芯)方面的供應端優勢，有助獲取新客戶及推動現有客戶續約。瑞銀亦預期AI分析營銷(Marketing)全年將保持強勁增長，AI應用將繼續專注於用戶擴張及AI功能增強。

瑞銀指出，由於農曆新年假期較晚的季節性因素，預期核心廣告收入按年跌幅將擴大至21%，但預計隨後季度將進一步復甦。

該行現預測，今年首季核心收入按年跌2.4%至248億元人民幣，核心非通用會計準則經營溢利32億元人民幣，經營利潤率12.9%。預計AI雲端基礎設施的強勁增長。

瑞銀基於分類加總(SOTP)估值法，將百度(BIDU.US)      美股目標價由180美元下調至170美元，百度港股(09888.HK)  +1.800 (+1.466%)    Short selling $265.04M; Ratio 25.483%   目標價由175港元下調至165港元；港股美股同予「買入」評級。(hc/w)(HK stocks quote is delayed for at least 15 mins.Short Selling Data as at 2026-04-21 16:25.) (Real-time Streaming US Stocks Quote; Except All OTC quotes are at least 15 minutes delayed.)

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