<p>AASTOCKS 财经新闻汇编了七家券商对百度（BIDU-SW，09888.HK）最新的投资评级、目标价和关键观点，当前股价 +0.800 (+0.594%)，空头头寸为 495.31 百万美元；比例为 35.225%（BIDU.US），具体如下：</p>
<p>券商 | 评级 | 目标价 | 关键观点</p>
<p>花旗 | 买入 | 186 美元</p>
<p>第一季度业绩在收入和利润上均超出预期，AI 变现加速成功抵消了在线营销的持续疲软。</p>
<p>野村证券 | 买入 | 186 美元</p>
<p>强劲的第一季度 AI 云表现抵消了在线营销的拖累。核心 AI 驱动业务的转型进展顺利。</p>
<p>美银证券 | 买入 | 176 港元/180 美元</p>
<p>第一季度业绩超出预期。AI 收入占总收入的超过一半，强劲的 AI 云需求抵消了广告的疲软。</p>
<p>中信里昂证券 | 跑赢大盘 | 176 美元</p>
<p>第一季度业绩超出预期，BGB 在 AI 驱动下强劲增长，特别是其 AI 云基础设施。公司预计 BGB 收入和调整后的 EBIT 将在 2026 年第二季度开始恢复同比增长，并将继续通过股票回购和分红回馈股东。</p>
<p>瑞银 | 买入 | 170 美元</p>
<p>第一季度 AI 云基础设施增长和核心非 GAAP 营业利润大幅超出预期。该券商预计市场将作出积极反应。</p>
<p>摩根士丹利 | 持平 | 135 美元</p>
<p>第一季度 AI 云基础设施表现强劲，超出预期，而核心非 GAAP 营业利润也超过了该券商的预测。</p>
<p>高盛 | --- | ---</p>
<p>第一季度营业利润超出预期。有效的成本控制带来了巨大的运营费用节省，而加速的 GPU 云收入推动了强劲的 AI 云基础设施表现。</p>
<p>（香港股票报价延迟至少 15 分钟。空头数据截至 2026 年 5 月 18 日 16:25。）（实时美股报价；除所有场外交易报价外，均至少延迟 15 分钟。）</p>

云计算 ETF - GlobalX

<p>AASTOCKS 金融新闻报道了七家券商对 BIDU-SW 的最新投资评级和目标价格。评级包括来自花旗、野村、美国银行证券和瑞士银行的 “买入”，目标价格范围在 170 美元到 186 美元之间。关键观点强调强劲的人工智能云表现抵消了在线营销的弱点，并预计未来几个季度将实现正增长</p>

<p>AASTOCKS Financial News compiled the latest investment ratings, TPs and key views from seven brokers on BIDU-SW (09888.HK) +0.800 (+0.594%)  Short selling $495.31M; Ratio 35.225%  (BIDU.US) as follows:</p>
<div class="lb-trans"><p>AASTOCKS 财经新闻汇编了七家券商对百度（BIDU-SW，09888.HK）最新的投资评级、目标价和关键观点，当前股价 +0.800 (+0.594%)，空头头寸为 495.31 百万美元；比例为 35.225%（BIDU.US），具体如下：</p>
</div><p>Brokers | Ratings | TPs | Key Views</p>
<div class="lb-trans"><p>券商 | 评级 | 目标价 | 关键观点</p>
</div><p>Citi | Buy | USD186</p>
<div class="lb-trans"><p>花旗 | 买入 | 186 美元</p>
</div><p>1Q results beat in both revenue and profit on accelerating AI monetization, which successfully offset continued weakness in online marketing.</p>
<div class="lb-trans"><p>第一季度业绩在收入和利润上均超出预期，AI 变现加速成功抵消了在线营销的持续疲软。</p>
</div><p>Nomura | Buy | USD186</p>
<div class="lb-trans"><p>野村证券 | 买入 | 186 美元</p>
</div><p>Strong 1Q AI cloud performance offset drag from online marketing. Transformation of core AI-driven businesses is progressing smoothly.</p>
<div class="lb-trans"><p>强劲的第一季度 AI 云表现抵消了在线营销的拖累。核心 AI 驱动业务的转型进展顺利。</p>
</div><p>BofA Securities | Buy | HKD176/USD180</p>
<div class="lb-trans"><p>美银证券 | 买入 | 176 港元/180 美元</p>
</div><p>1Q results beat. AI revenue made up of more than half of total revenue, with strong demand for AI cloud offsetting advertising weakness.</p>
<div class="lb-trans"><p>第一季度业绩超出预期。AI 收入占总收入的超过一半，强劲的 AI 云需求抵消了广告的疲软。</p>
</div><p>CLSA | Outperform | USD176</p>
<div class="lb-trans"><p>中信里昂证券 | 跑赢大盘 | 176 美元</p>
</div><p>1Q results beat, with strong growth in its BGB driven by AI, particularly its AI cloud infrastructure. The company expected BGB revenue and adjusted EBIT to return to positive YoY growth starting in 2Q26, and will continue to reward shareholders through share buybacks and dividends.</p>
<div class="lb-trans"><p>第一季度业绩超出预期，BGB 在 AI 驱动下强劲增长，特别是其 AI 云基础设施。公司预计 BGB 收入和调整后的 EBIT 将在 2026 年第二季度开始恢复同比增长，并将继续通过股票回购和分红回馈股东。</p>
</div><p>UBS | Buy | USD170</p>
<div class="lb-trans"><p>瑞银 | 买入 | 170 美元</p>
</div><p>1Q AI cloud infrastructure growth and core non-GAAP operating profit largely beat. The broker expected a positive market reaction.</p>
<div class="lb-trans"><p>第一季度 AI 云基础设施增长和核心非 GAAP 营业利润大幅超出预期。该券商预计市场将作出积极反应。</p>
</div><p>Morgan Stanley | Equalweight | USD135</p>
<div class="lb-trans"><p>摩根士丹利 | 持平 | 135 美元</p>
</div><p>1Q AI cloud infrastructure performance was strong and beat expectations, while core non-GAAP operating profit exceeded the broker's forecasts.</p>
<div class="lb-trans"><p>第一季度 AI 云基础设施表现强劲，超出预期，而核心非 GAAP 营业利润也超过了该券商的预测。</p>
</div><p>Goldman Sachs | --- | ---</p>
<div class="lb-trans"><p>高盛 | --- | ---</p>
</div><p>1Q operating profit surpassed expectations. Effective cost control led to huge operating expense savings, while accelerated GPU cloud revenue drove strong AI cloud infrastructure performance.</p>
<div class="lb-trans"><p>第一季度营业利润超出预期。有效的成本控制带来了巨大的运营费用节省，而加速的 GPU 云收入推动了强劲的 AI 云基础设施表现。</p>
</div><p>(HK stocks quote is delayed for at least 15 mins.Short Selling Data as at 2026-05-18 16:25.) (Real-time Streaming US Stocks Quote; Except All OTC quotes are at least 15 minutes delayed.)</p>
<div class="lb-trans"><p>（香港股票报价延迟至少 15 分钟。空头数据截至 2026 年 5 月 18 日 16:25。）（实时美股报价；除所有场外交易报价外，均至少延迟 15 分钟。）</p>
</div>

Summary of Latest Ratings, TPs, Views on BIDU-SW  (Update)

AASTOCKS News

百度-SW

百度

花旗

野村控股

Nomura Holdings, Inc.

美国银行

瑞银集团

摩根士丹利

高盛

百度集团-SWR

CITIGROUP INC 6.250 NON CUM SER II PFD WI

BANK OF AMERICA CORPORATION DEP SHS REP 1/1000TH INT NON CUM PFD QQ

BANK OF AMERICA CORPORATION DEP SHS REP 1/1200TH PRF SERIES '5'

BANK OF AMERICA CORPORATION 7.25% NON-CUM PERP CONV PFD SER L

BANK OF AMERICA CORPORATION 5.875%NON CUM DEP SHS REP1/1000TH SER HH

BANK OF AMERICA CORPORATION DEP SHS REP 1/1200TH PRF SERIES '2'

BANK OF AMERICA CORPORATION 5% DEP SHS REPR 1/1000TH NON CUM PFD LL

BANK OF AMERICA CORPORATION DEP SHARES REP 1/1000TH PERP PFD SER 'E'

BANK OF AMERICA CORPORATION INCOME CAPITAL OBLIG NTS DUE 15/12/2066

BANK OF AMERICA CORPORATION 4.375% DP SH RP 1/1000TH IN NON CU PF NN

BANK OF AMERICA CORPORATION DEP SH REP 1/1200TH PRF SER 1 USD25

BANK OF AMERICA CORPORATION 5.375%DEP SHS REP 1/1000TH NON CUM SR KK

BANK OF AMERICA CORPORATION 6%NON CUM DEP SHS EACH REP 1/1000 SER GG

BANK OF AMERICA CORPORATION DEP SHS REP 1/1200 PFD SER 4 USD25

BANK OF AMERICA CORPORATION DEP SHS REP 1/1000TH NON CUM PFD SER SS

BANK OF AMERICA CORPORATION 4.125%DEP SH REP 1/1000 PFD SER PP USD25

Bank of America Corp

MORGAN STANLEY DEP SHS EA REP 1/1000 SHS NON CUM PFD O

MORGAN STANLEY DEP SHS REPSTG 1/1000TH PFD SER Q

MORGAN STANLEY DEP SHS REPS 1/1000 7.125% PFD E

MORGAN STANLEY NON-CUM DEP SH REP 1/1000 PFD SER I

MORGAN STANLEY 4.875 DEP SHS REP 1/1000 NCUM PFD SR L

MORGAN STANLEY 6.5%DEP SHS REPSTG 1/1000 NON CUM SER P

MORGAN STANLEY DEP SHS REPS 1/1000 PFD SER 'A'

MORGAN STANLEY DEP SHS REPR 1/1000TH INT PFD SER 'F' FX

MORGAN STANLEY DEP SHS REP 1/1000 NON-CUM PFD STK SER K

GS Hldg R

百度-SW 最新评级、目标价格及观点总结（更新）