Baidu, Inc. $BIDU Position Raised by AI Squared Management Ltd
Weekly Recap | BIDU-SW -7.08%, most brokers rate it buy after Q2 miss
Uber, ServiceNow And A Health Care Stock On CNBC’s ‘Final Trades’
Jefferies Keeps Their Buy Rating on Baidu, Inc. Class A (9888)
HK Midday: HSI up 1.22%; Innovator Drug Stocks Surge, Everest Medicines Soars Nearly 60%
Hong Kong Midday: Hang Seng up 1.14%; mRNA stocks explode as Everest Medicines soars 68%
Earning season giving more opportunities to all of us
$Alibaba(BABA.US)reports its June quarter — FY2027 Q1 — before the US open on Thursday, 20 August, landing around 19:30 SGT.If you follow China tech, this is the one you have been waiting for. The who...
$KUAISHOU-W(01024.HK) Q2 results were muted. While the print was broadly in line, core segments disappointed with ads missing. The numbers alone are unlikely to lift a valuation that has been under pressure.
The key is management's outlook for Keling's growth. This is especially important amid intensifying competition in video models, with peers rolling out new models that could add pressure.1) Keling delivered high growth as expected, but the sustainability of the next leg remains to be confirmed. Q2 Keling revenue was over RMB 850 mn (+30% QoQ), slightly above the ~RMB 840 mn guide provided after the Q1 print...Aug 19 | Dolphin Research Focus: 🐬 Macro/Industry
1) Market chatter suggests China may ease import curbs on Nvidia H200 chips, lifting sentiment across compute plays. If enacted, the policy would ease the domestic compute crunch, enabling cloud vendors and LLM developers to scale, and would be positive for Nvidia's China shipments. For now it's only market chatter with no official documentation, so expectations may miss; watch for the final rules and quota sizes.2) The Zhuque-3 Y2 launch vehicle ignited at the Dongfeng Commercial Space Innovation Test Zone. It then lifted off...
