百度公司 - 人工智能云驱动重估
2025-10-09 02:00
October 3, 2025 11:02 AM GMT Baidu Inc | Asia Pacific AI Cloud-driven Re-rating | What's Changed | | | | --- | --- | --- | | Baidu Inc (BIDU.O) | From | To | | Price Target | US$100.00 | US$140.00 | Although we expect core ads to remain under pressure, we have seen bullish sentiment in AI cloud driving the stock to re-rate, in particular with its proprietary AI chip value. We raise our DCF- based PT to US$140, with SOTP at US$220. Maintain EW, as valuation looks stretched after the recent rally. Ads: We exp ...