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基金經理觀點
> 正文
百度集團AI盈利潛力巨大,目標價132港元
4/8/2024 4:18:46 PM
百度集團(09888.HK) 經營一個網路搜尋引擎並提供演算法搜尋,以及一般企業搜尋服務。據報,公司將與蘋果合作生產AI手機使股票由低位反彈。隨著人工智能競爭變得更加激烈,公司在國內相關領域早前取得重要成果,相信公司會繼續探索以保持領先地位。
百度在生成AI生態系統的發展、產品和應用方面都取得不錯的進展。百度AI/大型語言模型(LLM) 開發者社區飛槳(PaddlePaddle)已發展到有1070萬人,為23萬家企業提供服務,並在2023年底創建多達86萬個模型。AI對百度廣告業務亦作出巨大貢獻。管理層注意到,生成AI和LLM已成為許多企業考慮的關鍵因素,需求從通用計算轉向AI計算。2024年第1季百度廣告收入同比增長4%,創下自2018年第1季以來最快季度環比增長,部分貢獻是由生成AI盈利所得。預計2024年廣告收入增長將保持在6%。本年順利執行的生成AI盈利將帶來45-50億元人民幣的相關廣告和雲收入。
目前股價僅以10倍P/E計算,應未包括生成AI盈利潛力。基於歷史平均值15倍2024預測 P/E,預計百度每股能達132港元,短中期投資者可考慮。
黃偉棠
時富時富金融研究部
於香港和美國金融服務業擁有超過20年豐富經驗,擅長於投資、基金管理、資產管理、股票研究等多個範疇。持有美國加州柏克萊大學和香港大學多個碩士及學士學位、亦為註冊會計師 (CPA)、特許金融分析師(CFA),以及大學高級講師。
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