美股异动丨百度盘前涨超4%,获麦格理大幅上调H股目标价至171港元
BIDUBIDU(US:BIDU) Ge Long Hui·2025-10-13 08:21

Core Viewpoint - Baidu (BIDU.US) shares rose over 4% pre-market, reaching $126.65, following a Macquarie report indicating the company's shift towards diversified revenue sources, particularly in AI cloud and autonomous driving, which adds positive option value [1] Group 1: Investment Rating and Price Target - Macquarie upgraded Baidu's investment rating from "Neutral" to "Outperform" [1] - The target price was significantly raised from HKD 96 to HKD 171 [1] Group 2: Valuation Insights - The chip design division is expected to contribute one-third of Baidu's valuation, estimated using a 20x price-to-sales ratio [1]

美股异动丨百度盘前涨超4%,获麦格理大幅上调H股目标价至171港元 - Reportify