公司评级 [Table_Invest] 买入-美股买入-H 当前价格 80.33 美元/76.65 港元 合理价值 108 美元/105 港元 前次评级 买入/买入 报告日期 2024-11-24 盈利预测：美元兑人民币采用 7.2374:1,美元兑港元采用 7.818:1。 021-38003675 [Table_ 货币单位：人民币 Finance] 2022A 2023A 2024E 2025E 2026E 营业收入（百万元） 123,675 134,598 132,640 140,626 150,291 增长率（%） -1% 9% -1% 6% 7% EBITDA（百万元） 17,405 32,156 56,516 42,431 46,694 NonGaap归母净利润 （百万元）20,680 28,748 26,949 28,709 34,491 增长率（%） 10% 39% -6% 7% 20% NonGaap EPS （ 元 /ADS）59 82 77 82 98 NonGaap 市 盈 率 （P/E）10 7 8 7 6 ROE（%） 3% 8% 8% 8% 7% EV/EBITDA 12 6 4 ...

Baidu (NASDAQ: BIDU ) reported an in-line 3Q24, but the key message coming out of the quarter was that advertising remains weak due to China's soft macro backdrop while AI remains in the early stage of development andAstrada Advisors delivers actionable recommendations that enhance portfolio performance and uncover alpha opportunities, supported by a strong track record in investment research at leading global investment banks. With expertise spanning technology, media, internet, and consumer sectors in Nor ...

I have been bullish on Baidu, Inc. (NASDAQ: BIDU ) for as long as I can remember. The company's first-mover advantages in commercializing AI technology in China, its leading position in China's autonomous driving market including robotaxis, the ongoing transformation of itsDilantha De Silva is an experienced equity analyst and investment researcher with over 10 years in the investment industry. He writes insightful articles for Seeking Alpha, GuruFocus, TipRanks, and ValueWalk, with a significant following ...

"We're in an asset bubble, and TQI can help you navigate it profitably"I am Ahan Vashi, a seasoned investor with professional background in equity research, private equity, and software engineering. I currently serve as the Chief Financial Engineer at The Quantamental Investor, a community pursuing financial freedom through bold, active investing with proactive risk management. TQI was established in July 2022 with a singular mission to make investing simple, fun, and profitable for all investors. In alignm ...

交银国际研究 | --- | --- | --- | --- | --- | --- | --- | |----------|--------------|----------------|-------|----------|-------|-------------------------------| | 公司更新 | | | | | | | | | | | | | | | | 互联网 | 收盘价 | 目标价 | | 潜在涨幅 | | 2024 年 11 月 22 日 | | | 美元 81.63 | 美元 107.00↓ | | +31.1% | | | | 百度 | (BIDU US) | | | | | | | | | | | | | | 生成式 AI 搜索内容占比增至 20%，关注 2025 年变现进程 2024 年 3 季度业绩：收入 336 亿元（人民币，下同），同比降 3%，与我 们/彭博市场预期基本一致。调整后净利润 59 亿元，对应净利率 18%，低 于我们/彭博预期 5%，营销及管理费用同比增 2%，高于我们预期 4%，因 渠道支出和推广费用增加。 百度核心业绩要点：收入 265 亿 ...

Baidu, Inc. (NASDAQ:BIDU) Q3 2024 Earnings Conference Call November 21, 2024 7:30 AM ET Company Participants Juan Lin - Director, Investor Relations Robin Li - Co-Founder & Chief Executive Officer Junjie He - Interim CFO Rong Luo - Chief Financial Officer Dou Shen - Executive Vice President, AI Cloud Group Conference Call Participants Alicia Yap - Citigroup Alex Yao - JPMorgan Gary Yu - Morgan Stanley Lincoln Kong - Goldman Sachs James Lee - Mizuho Thomas Chong - Jefferies Wei Xiong - UBS Miranda Zhuang - B ...

About this content About Oliver Haill Oliver has been writing about companies and markets since the early 2000s, cutting his teeth as a financial journalist at Growth Company Investor with a focusing on AIM companies and small caps, before a few years later becoming a section editor and then head of research. He joined Proactive after a couple of years freelancing, where he worked for the Financial Times Group, ITV, Press Association, Reuters sports desk, the London Olympic News Service, Rugby World Cup ...

Baidu Announces Third Quarter 2024 Results BEIJING, China, November 21, 2024 – Baidu, Inc. (NASDAQ: BIDU and HKEX: 9888 (HKD Counter) and 89888 (RMB Counter)), ("Baidu" or the "Company"), a leading AI company with strong Internet foundation, today announced its unaudited financial results for the third quarter ended September 30, 2024. "Baidu Core's flattish third quarter top line reflected the ongoing weakness in our online marketing business, offset by the growth of our AI Cloud business. Our strong AI ca ...

Baidu on Nov. 12, 2024, unveiled a pair of glasses with a built-in AI assistant, putting up a Chinese rival to the Meta Ray-Bans that have proven a rare success in AI-powered hardware.BEIJING — Chinese tech giant Baidu on Thursday posted a 3% annual drop in third-quarter revenue, nevertheless beating market expectations amid AI cloud growth. The revenue print came in at $4.78 billion for the quarter ending on Sept. 30. Net income for the period rose by 14% to $1.09 billion. Baidu noted a 12% surge in its no ...

BEIJING, Nov. 21, 2024 /PRNewswire/ -- Baidu, Inc. (NASDAQ: BIDU and HKEX: 9888 (HKD Counter) and 89888 (RMB Counter)), ("Baidu" or the "Company"), a leading AI company with strong Internet foundation, today announced its unaudited financial results for the third quarter ended September 30, 2024."Baidu Core's flattish third quarter top line reflected the ongoing weakness in our online marketing business, offset by the growth of our AI Cloud business. Our strong AI capabilities are gaining broader market rec ...