JPBAIDU@EP2608A(15343.HK)

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JPBAIDU@EP2608A
15343.HK
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Baidu merges its Wenku and Wangpan business units to establish a new personal super intelligence business group

According to domestic media reports, Baidu has established a new personal super intelligence business group, formed by the merger of the Wenku and Wangpan business units, with Wang Ying serving as the head of the organization, reporting directly to the CEO. It is reported that this adjustment aims to strengthen Baidu's overall collaborative innovation capabilities in AI applications. Baidu Wenku currently has over 1.8 billion authoritative professional documents, with over 97 million monthly active users in AI; Baidu Wangpan serves over 1 billion users, with over 80 million monthly active users in AI

AASTOCKS·
US
BIDU
-0.66%
HK
09888
-3.74%
AASTOCKS·
US
BIDU
-0.66%
HK
09888
-3.74%

Baidu App Wenxin Assistant launches the "New Year AI Battle" distributing 500 million cash red envelopes

The Baidu App has launched a Spring Festival cash red envelope activity, allowing users to share a total of 500 million cash red envelopes using the Wenxin Assistant from January 26 to March 12, with a maximum of 10,000 yuan available. Baidu will also serve as the chief AI partner for the "2026 Beijing Radio and Television Spring Festival Gala," introducing nearly a hundred Spring Festival-themed AI activities, including earning money while watching videos and collecting cards to win cash prizes. In addition, the monthly active users of the Wenxin Assistant have surpassed 200 million

Stheadline·
HK
09888
-3.74%
US
BIDU
-0.66%
Stheadline·
HK
09888
-3.74%
US
BIDU
-0.66%

Baidu reportedly integrates Wenku and Wangpan into a new business group and plans to launch new AI applications

Baidu's Wenku and Wangpan have been reorganized into a new business group called "Personal Super Intelligence Business Group," led by Wang Ying, who reports directly to Li Yanhong. This move aims to promote new AI applications and develop new growth curves. Baidu faces the challenge of declining advertising revenue and needs to rely on new businesses such as intelligent cloud and AI applications to maintain growth. Wenku and Wangpan still maintain considerable growth, primarily monetizing through software subscriptions, and have the conditions for independent development

Stheadline·
HK
09888
-3.74%
SZ
159998
-1.14%
US
BIDU
-0.66%
Stheadline·
HK
09888
-3.74%
SZ
159998
-1.14%
US
BIDU
-0.66%

Hong Kong stocks closed｜The three major indices collectively rose, the enthusiasm for new consumption concepts reignited, and POP MART rose by 6.60%

The three major indices of the Hong Kong stock market closed higher today, with the Hang Seng Index rising by 0.45%, the Hang Seng Tech Index increasing by 0.62%, and major blue chips moderately up. There was a clear sector divergence, with the jewelry and toy retail sectors significantly strengthening, and POP MART soaring by 6.60% to become the focus. In terms of individual stocks, DRINDA achieved a strong surge of 51.40%. The retail and internet content sectors showed mixed performance, with Alibaba rising by 2.25% and Tencent Holdings slightly down by 0.42%. On the macro level, Hong Kong's core macro data fluctuated, the pace of economic recovery was moderate, and investors focused on sector rotation and internal structural opportunities

Market Heartbeat·
HK
09888
-3.74%
HK
09992
+0.27%
Market Heartbeat·
HK
09888
-3.74%
HK
09992
+0.27%

In "The Big Banks," CICC raises Baidu's target price to $187, expecting the value of AI full-stack capabilities to be quickly released

CITIC International released a research report, predicting that Baidu's revenue in the fourth quarter of last year will decline by 6% year-on-year, with the decline in advertising revenue narrowing to 16%, while non-advertising revenue is expected to grow by 13%. It forecasts Baidu's adjusted operating profit margin to be 10.3%, higher than the market expectation of 9.8%. CITIC International maintains a "Buy" rating on Baidu, raising the target price to $187, believing that its AI full-stack technology capabilities will quickly release value

AASTOCKS·
HK
09888
-3.74%
US
BIDU
-0.66%
AASTOCKS·
HK
09888
-3.74%
US
BIDU
-0.66%
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