花旗称，在市场预期偏低的背景下，百度公布的第三季度业绩好于预期；其在线营销服务收入同比下降，但被云收入的增长部分抵消。百度运营指标和AI收入披露的改善，叠加百度持续投资升级文心一言模型与AI代理，并通过股东回报释放价值，预计投资者对其运营前景和股价表现将更有信心。预计百度四季度核心收入同比下降1.4%，其中营销服务收入下降12.5%，但AI云收入增长15%。将目标价从166美元上调至181美元，维持买入评级，因云业务和无人驾驶网约车的积极发展。
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大行评级丨花旗：上调百度美股目标价至181美元 维持买入评级
格隆汇11-19
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