金十数据5月22日讯，汇丰环球研究发报告指，百度集团(09888)智能云增长加速，以及对其高利润广告 增长更保守的假设，或将共同拖累集团利润率的走势。因此，该行将百度2025-2027年经调整净收入下 调4-10%，目标价下降8.7%，由89.7港元降至81.9港元。因人工智能的变现及自动驾驶计程车的长期增 长潜力，故维持持有评级。汇丰预期，百度将优先提高人工智能搜索在整体查询量中的比例，再实现广 告需求的变现。因此，该行将集团2025-2027年的核心广告收入下调1-6%，但由于集团智能云前景更具 建设性，2026-2027年的整体收入变化较小。另外，汇丰料百度智能驾驶的亏损将在今年快速收窄，因 预期未来几季的叫车服务订单将快速增长。 汇丰：料百度智能云前景改善但收入组合转变拖累利润率 降目标价8.7% ...

5月21日，久远银海今日收盘17.42元，下跌1.25%，滚动市盈率PE（当前股价与前四季度每股收益总和 的比值）达到94.26倍，总市值71.11亿元。 序号股票简称PE(TTM)PE(静)市净率总市值(元)110久远银海94.2697.074.2271.11亿行业平均 73.3177.675.23117.90亿行业中值81.3483.953.8860.01亿1实达集团-22747.061591.2423.7889.96亿2航天信 息-14513.93999.911.17159.53亿3东方国信-5504.53376.911.84110.91亿4*ST迪威-2379.39-183.6744.4215.32 亿5岩山科技-2281.001001.133.30324.98亿6荣科科技-786.73-3968.3214.56115.86亿7汇纳科技-660.88- 154.033.5836.76亿8ST浩丰-424.37-617.274.4919.82亿9恒大高新-387.31-160.062.5616.99亿10恒为科 技-385.49307.706.1182.61亿11宏景科技-217.38-128.658. ...

易点天下分析师会议 调研日期：2025年05月20日 调研行业：互联网服务 参与调研的机构：投资者网上提问等 / 机构调研pro小程序 DJvanbao.com 洞见研报 出品 : 机构调研pro小程序致力于为金融证券投资者提供最新最全的调研会议纪要。 来机构调研pro小程序，了解最新的：行业投资风向、热门公司关注、权威机构分析... 权威完善的信息持续更新! 更多精彩的机构调报告请移步机构调研pro小程序~ 一解投资机构行业关注度。 频判市场 | Gallia | | | --- | --- | | 11 2 12 200 2 110 | | | 1:给我们 = 影片面临官 = | | | 阿里巴巴佩尼 | | | 钢铁机之题。 8 | 图纸制图: 23 | | 20GB Millio Aller 19 | | | 海双集团 | | | 1 1 80.0 0 | 总机构建 23 | | LOGA: REGH, KETA: 1986 | | | 小麦具日 | | | 的研究次数:8 | 上机构馆:23 | | 定年代的:用者点击:我要的中:主要原因 | | | START SHILL CARD | | | 颜 ...

【资金流向】 主力资金全天净流入汽车整车、文化传媒、食品饮料等板块，净流出航运港口、互联网服务、房地产开 发等板块。 培育钻石、宠物经济、动物疫苗、谷子经济、人造肉板块涨幅居前，港口航运板块领跌，成飞概念、 PEEK材料板块走低。全市场超3800只个股上涨。 5月20日，A股三大指数高开高走，创业板指盘中涨超1%。截至收盘，沪指涨0.38%，深证成指涨 0.77%，创业板指涨0.77%。 | HCRT | 名称 | | | 现价 | 活式大 | 涨跌幅 | | --- | --- | --- | --- | --- | --- | --- | | 000001 | 上证指数 | | 3380.48 | | 12.90 | 0.38% | | 399001 | 深证成指 | | 10249.17 | | 78.08 | 0.77% | | 399006 | 创业板指 | | 2048.46 | | 15.70 | 0.77% | | | | | 两市近5日成交额 | | (单位:亿元) | | | | 13168 | 11524 | | | 11697 | | | | | | 10895 | 10865 | | ...

交银国际研究 每日晨报 2025 年 5 月 20 日 今日焦点 | 有道 | | | DAO US | | --- | --- | --- | --- | | 聚焦核心业务，利润超预期，预计利润改善趋势 | | | 评级: 买入 | | 持续 | | | | | 收盘价: 美元 9.62 | 目标价: 12.00 | 美元 | 潜在涨幅: +24.7% | | 孙梦琪 | mengqi.sun@bocomgroup.com | | | 2025 年 1 季度公司聚焦核心业务，利润大幅超预期。学习服务聚焦 AI 和高中形成差异化竞争优势，继续实现高中业务流水和留存率的稳步提 升，业务结构调整有望在年底结束并恢复增长，广告业务下半年在技术 进步和合作伙伴落地的推动下加速增长，硬件全年以加快实现盈利为主 要目标。我们基于 1 季度业绩好于预期，上调 2025 年利润预测 5.7%， 维持 12.0 美元目标价和买入评级。 | 全球主要指数 | | | | | --- | --- | --- | --- | | | 收盘价 | 升跌% | 年初至今 升跌% | | 恒指 | 23,333 | -0.02 | 14. ...

Group 1 - The Shenzhen Stock Exchange and Hang Seng Index Company jointly launched the Guozhen Hang Seng Greater Bay Area Digital Economy Index and Guozhen Hang Seng Greater Bay Area Consumption Index to provide distinctive cross-border investment targets and better serve investors' cross-border asset allocation needs [1][2] - The indices focus on core leading companies in the digital economy and consumption sectors, reflecting significant investment value and providing a solid foundation for index compilation and product development [1][2] - The Guozhen Hang Seng Greater Bay Area Digital Economy Index includes 50 companies with large market capitalization and good liquidity from sectors such as electronic components, telecommunications equipment, digital solutions, internet services, infrastructure, and semiconductors, featuring representatives like Tencent Holdings and Luxshare Precision [1][2] Group 2 - The Guozhen Hang Seng Greater Bay Area Consumption Index comprises 50 companies from consumer sectors such as household appliances, consumer electronics, packaged food, furniture, and personal care, including industry leaders like Gree Electric and TCL Technology [1][2] - The collaboration between the two index institutions aims to enhance the representation and investment guidance of the index market, facilitating the continuous expansion of the mutual connectivity mechanism between Shenzhen and Hong Kong [2] - The companies plan to develop more diverse indices to provide comprehensive index solutions for domestic and international market participants, helping them seize economic development and market opportunities in the Shenzhen-Hong Kong region [2]

智通财经5月18日电，群兴玩具(002575.SZ)公告称，公司孙公司图灵引擎科技与腾讯科技（深圳）有限 公司（简称"腾讯"）签订了算力服务协议，向腾讯提供集群算力服务，包括但不限于计算类、存储类、 网络类、数据库类、安全类、人工智能及机器学习类产品及相关技术服务，算力服务协议金额为1.13亿 元。 群兴玩具：孙公司与腾讯签订1.13亿元算力服务协议 ...

Core Viewpoint - Gogo (GOGO) has received an upgrade to a Zacks Rank 2 (Buy), indicating a positive outlook based on rising earnings estimates, which significantly influence stock prices [1][3]. Earnings Estimates and Stock Price Impact - The Zacks rating system emphasizes the correlation between changes in earnings estimates and stock price movements, particularly influenced by institutional investors [4][6]. - An increase in earnings estimates typically leads to higher fair value calculations for stocks, prompting institutional buying or selling, which affects stock prices [4]. Gogo's Earnings Outlook - Gogo is projected to earn $0.44 per share for the fiscal year ending December 2025, reflecting a year-over-year decline of 2.2% [8]. - Over the past three months, the Zacks Consensus Estimate for Gogo has increased by 5.6%, indicating a positive trend in earnings estimates [8]. Zacks Rank System - The Zacks Rank system classifies stocks into five groups based on earnings estimates, with a strong historical performance, particularly for Zacks Rank 1 stocks, which have averaged a +25% annual return since 1988 [7]. - Gogo's upgrade to Zacks Rank 2 places it in the top 20% of Zacks-covered stocks, suggesting potential for market-beating returns in the near term [10].

Group 1 - The core viewpoint is that the issue regarding Google Maps is part of broader trade negotiations [1] Group 2 - The South Korean Trade Minister highlighted that discussions around Google Maps are intertwined with trade talks [1]

随着OpenAI的ChatGPT以及谷歌自家Gemini等人工智能聊天机器人对谷歌搜索引擎的主导地位构成威 胁，Alphabet在订阅业务上的成功可能对其长期财务前景起到关键作用。 一位苹果公司高管在上周的法庭证词中表示，由于人工智能服务的出现，苹果Safari浏览器上的搜索量 首次出现下滑。这家iPhone制造商正寻求推出人工智能驱动的搜索选项，这对Alphabet而言是一个打 击。不过，与搜索引擎不同，人工智能界面尚未找到一种无缝嵌入广告的方式。因此，许多公司转而通 过订阅或按产品使用量向用户收费。 今年2月，在财报电话会议上被问如何通过Gemini获利时，谷歌首席执行官Sundar Pichai表示："正如你 在YouTube上看到的那样，随着时间的推移，我们会为用户提供多种选择。就今年而言，我认为我们会 专注于订阅方向。"（南木） 【环球网财经综合报道】据路透社报道，谷歌母公司Alphabet透露，其Google One订阅服务近期用户数 突破1.5亿。这项提供云存储和人工智能功能的服务，自2024年2月以来订阅用户数增长了50%。 据悉，谷歌推出了一项每月收费19.99美元的套餐计划，用户可借此使用 ...