7 Bargain Stocks That Can Return 50% in a Year
Investor Place· 2024-07-25 01:32
Investors are always on the lookout for stocks at bargain prices. The thrill of identifying an undervalued asset, purchasing and watching it appreciate in value is as applicable to the stock market as any other market. Bargain stocks offer a lot aside from the thrill of the hunt. Since the price is already low, there’s less room for bargain stocks to fall compared to a stock trading at a high valuation. Such shares can sometimes be companies with strong fundamentals that are temporarily out of favor with th ...
Baidu Selects Hesai as Exclusive Long-Range Lidar Provider for Next-Generation Robotaxis
Prnewswire· 2024-07-18 20:00
PALO ALTO, Calif., July 18, 2024 /PRNewswire/ -- Hesai Technology (Nasdaq: HSAI), the global leader in lidar safety technology for automotive and robotics applications, announced that they have been selected by Baidu, Inc. (NASDAQ: BIDU) to be the exclusive long-range lidar supplier for its next-generation robotaxi platform Yichi 06. Baidu is an internet tech giant who is also one of the world's largest robotaxi service providers.The sixth generation of Baidu's robotaxi is undergoing road testing in WuhanAc ...
交银国际证券· 2024-07-18 09:31
交银国际研究 公司更新 互联网 2024 年 7 月 17 日 收盘价 目标价 潜在涨幅 美元 93.73 美元 129.00↓ +37.6% 百度 (BIDU US) 短期广告仍承压,仍需关注 AIGC 对搜索及商业化改造进程 2024 年 2 季度业绩预览:我们预计百度核心收入 264 亿元(人民币,下 同),同比持平,较此前下调 3%,主要因广告短期承压;调整后运营利 润 66.9 亿元,对应利润率 25%,对比 Visible Alpha 一致预期收入增速 0.9% 及运营利润65亿元。预计百度(含爱奇艺)收入343亿元,同比增0.9%, 调整后净利润 68 亿元,对应利润率 19.8%。 百度核心业务 2 季度收入增长仍承压。1)我们预计广告收入同比降 3%至 190亿元,较此前下调5%,主要因用户侧AI搜索改造影响传统广告点击, 及部分行业如地产、汽车等广告主需求较为疲软。公司预期 AI 生成搜索 内容占比将进一步提升(1 季度 11%),预计对广告商业化负面影响将持 续至下半年。2)云业务基本维持预期,预计收入 51 亿元,同比增 14%, 企业对 AI 大模型的需求及 API 调用随着使用量上 ...
Baidu to Report Second Quarter 2024 Financial Results on Aug 22, 2024
Prnewswire· 2024-07-17 17:00
BEIJING, July 17, 2024 /PRNewswire/ -- Baidu, Inc. (Nasdaq: BIDU; HKEX: 9888 (HKD Counter) and 89888 (RMB Counter)) ("Baidu" or the "Company"), a leading AI company with strong Internet foundation, today announced that it will report its financial results for the Second Quarter 2024 ended June 30, 2024, before the U.S. market opens on August 22, 2024. Baidu's management will hold an earnings conference call at 8:00 AM on August 22, 2024, U.S. Eastern Time (8:00 PM on August 22, 2024, Beijing Time).Please re ...
招银国际· 2024-07-17 10:22
2024 年 7 月 17 日 CMB 国际全球市场 | 股票研究 | 公司更新 百度 (BIDU 美国) 主动业务调整的影响可能符合我们的预期 我们预计百度核心业务在第二季度的收入增长将符合我们的预期,但略低于市场普遍预期,这 是由于积极的业务调整,将更多与 GeAI 相关的结果嵌入到目前货币化不足的搜索结果中,以 及影响整体广告预算的软宏观环境。然而,我们认为这种积极的调整可以帮助改善用户体验并 增强长期的货币化前景。我们认为,云的盈利能力正在扩张,完全无人驾驶汽车渗透率的增加 以及新汽车模型的部署可能会推动 Robotaxi 业务的单位经济性 ( UE ) 改善。我们维持每 ADS 183.0 美元的财务预测和基于 SOTP 的目标价格不变。维持买入。 2Q24 业绩预览。我们估计百度核心公司在 24 年第二季度的收入为 263 亿元人民币,同 比持平,但比彭博社的预期低 2.7 %,主要受广告表现的拖累,广告表现可能低于市场预 期,但符合我们的预期。对于百度核心广告业务,我们预测其实现收入 190 亿元人民币 ,同比下降 3.0%,主要原因是 : 1 ) 主动调整业务,将更多与 GeAI 相关的搜索结 ...
百度:Impact from proactive business adjustment likely in line with our expectation
招银国际· 2024-07-17 09:31
报告公司投资评级 报告给予Baidu(BIDU US)股票"买入"评级,目标价为每ADS 183.0美元,较当前价格上涨96.5%。[9] 报告的核心观点 1. Baidu Core业务2Q24收入预计为人民币263亿元,同比持平但低于市场预期2.7%,主要受广告业务表现疲软影响,但符合分析师预期。[1] 2. Baidu Cloud收入增长有所加速,2Q24同比增长14%,主要受AI相关云收入增长带动。[1] 3. 完全无人驾驶车辆渗透率提升和新车型RT6成本下降,有助于提升Robotaxi业务的单位经济效益。[1] 4. 分析师维持Baidu的财务预测和基于和现金净值的目标价不变。[1] 分组1 - Baidu Core广告业务2Q24收入预计同比下降3.0%,主要由于:1)主动调整业务嵌入更多GenAI相关搜索结果,目前收益化水平较低;2)经济增长低于预期,整体广告预算增长放缓;3)行业竞争激烈。[1] - Baidu Cloud收入增长有所加速,2Q24同比增长14%,主要受AI相关云收入增长带动,AI相关云收入毛利率较高有助于推动整体毛利率扩张。[1] - 完全无人驾驶车辆渗透率提升,2024年4月在武汉已超过70%,预计未来几个季度将达到100%。新车型RT6价格大幅下降至人民币20.46万元,有助于降低车辆折旧成本,是Robotaxi单位经济效益改善的关键驱动因素。[1] 分组2 - 分析师维持Baidu的财务预测和基于和现金净值的目标价不变,目标价为每ADS 183.0美元,较当前价格上涨96.5%。[9] - 分析师给予Baidu"买入"评级。[9]
Baidu's Robotaxi Sets Stage For Driverless Revolution With 54.6% Upside: Analyst
Benzinga· 2024-07-17 01:19
Loading...Loading...Several factors could help Baidu.com Inc‘s BIDU Robotaxi initiative disrupt urban transportation, analysts note.What Happened: According to Goldman Sachs’ Lincoln Kong, Baidu’s Robotaxi launch is expected to accelerate user adoption and expand the company’s presence in the autonomous vehicle market.At this early stage, policy support from city governments and increasing Robotaxi fleet coverage are pivotal. These factors are not only driving user adoption but also setting the groundwork f ...
Baidu Inc. (BIDU) Stock Sinks As Market Gains: Here's Why
ZACKS· 2024-07-13 06:56
In the latest market close, Baidu Inc. (BIDU) reached $99.07, with a -1.59% movement compared to the previous day. This change lagged the S&P 500's daily gain of 0.55%. Elsewhere, the Dow saw an upswing of 0.62%, while the tech-heavy Nasdaq appreciated by 0.63%.Shares of the web search company witnessed a gain of 7.11% over the previous month, beating the performance of the Computer and Technology sector with its gain of 5.73% and the S&P 500's gain of 4.28%.The investment community will be closely monitori ...
3 Rising China-Based Stocks for Investors to Monitor
Baidu Inc (NASDAQ:BIDU) stock is up 2.1% to trade at $99.99 at last check amid growing robotaxi demand, but it's not the only China-based name rallying today. Shares of Alibaba Group Holding Ltd - ADR (NYSE: BABA) and JD.com Inc (NASDAQ:JD) are on the rise as well, last seen up 3% and 5.7% to trade at $78.31 and 28.28, respectively.BIDU hit its highest level since late May earlier, following a bounce from a July 7, 52-week low of $86.87. The shares are also on track for their third-straight daily gain and e ...
Michael Burry's top 3 stocks for the end of 2024
Finbold· 2024-07-11 18:06
While none of Michael Burry’s more recent trades matched the scale or significance of his famous maneuver during the Great Recession, he has, nonetheless, continued investing in the stock market with substantial success.Multiple of ‘The Big Short’ investor’s holdings have offered significant returns in 2024, handily outperforming the benchmark indices such as the S&P 500, with RealReal (NASDAQ: REAL) – being 68.53% in the green year-to-date (YTD) chart – being the standout example. Given his reputation and ...