《大行》大和重申百度“买入”评级看好昆仑芯分拆带来重估机会

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大和发表研究报告指，百度-SW(09888.HK)去年第四季收入符合预期，盈利表现则优于预期，主要受惠于成本控制带动毛利率改善。管理层透露分拆昆仑芯的计划仍在推进，大和认为将成为估值的短期催化剂，按该行推算，昆仑芯的隐含股权价值每股已相当于百度最新市值约一半，憧憬将迎来显著的重估机会。大和指出，百度云业务增长放缓，但收入结构持续改善，上季来自AI高性能计算设施基于订阅的收入按年增长143%，认为...

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《大行》大和重申百度“买入”评级 看好昆仑芯分拆带来重估机会

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《大行》大和重申百度“买入”评级看好昆仑芯分拆带来重估机会