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LEOCH INT'L

STARGLORY HLDGS

INTELLIMARK W27

BEST FOOD HLDG

GAOYU FINANCE

EXTREME VISION

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BIDU

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Multiple Baidu Apollo Go Robotaxis froze in Wuhan, China, raising safety concerns for passengers. The incident, which left some passengers stranded for over an hour, was attributed to a system outage triggered by self-check safety systems. Local authorities received numerous emergency calls, and a video of a crash involving a Robotaxi was shared online. Despite this setback, Baidu recently announced plans to expand its services to Dubai and reported significant growth in robotaxi rides. This incident echoes previous outages experienced by other autonomous vehicle companies like Waymo.

- Multiple Baidu Apollo Go Robotaxis experienced a system outage in Wuhan, China, leading to safety concerns about autonomous vehicles.  
- The incident resulted in passengers being stranded and involved crashes, prompting police to receive numerous emergency calls.  
- Despite this setback, Baidu continues to expand its services, partnering with Uber for operations in Dubai and previously announcing significant milestones in robotaxi usage.

benzinga_article

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BIDU-SW

Several Baidu Apollo Go Robotaxis Freeze In China, Raising Concerns About AV Safety: Report

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- Nvidia retains its lead in the AI accelerator server market with a 55% share, despite a significant drop in market dominance.  
- Chinese firms now capture nearly 41% of the market, driven by increased government support for domestic chipmakers amidst U.S. export restrictions.  
- Huawei leads Chinese vendors, followed by Alibaba’s T-Head and Baidu's Kunlunxin, highlighting the growing influence of local manufacturers in the AI sector.

Reuters

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ChinaAMC SSE STAR Semiconductor Material & Equipment Thematic ETF

GTJA Allianz SSE STAR Chip Design Thematic ETF

Invesco PHLX Semiconductor ETF

ChinaAMC Guozheng Semiconductor Chip ETF

KraneShares 2x Long BABA Daily ETF

GTJA Allianz CSI All Share Semiconductors & Semiconductor Equipment ETF

iShares Semiconductor ETF

China Southern CSI Semiconductor Industry Custom ETF

VanEck Semiconductor ETF

SPDR S&P Semicon

YieldMax BABA Option Income Strategy ETF

BABA 2x Long Daily ETF - GraniteShares

Chinese chipmakers claim nearly half of of local market as Nvidia's lead shrinks, IDC says

Baidu's Apollo Go robotaxis halted mid-traffic in Wuhan, China, causing at least one highway collision. The local traffic police confirmed multiple vehicles stalled due to system malfunctions, trapping passengers but allowing them to exit safely. Baidu's robotaxi service, which operates over 1,000 vehicles in Wuhan, is under investigation. The incident raises concerns as Baidu competes with other autonomous vehicle makers in China and expands its services internationally. Despite previous claims of safety, details on crashes remain limited, and regulatory responses are pending.

- Baidu's Apollo Go robotaxis stalled mid-traffic in Wuhan, causing road collisions and trapping passengers, with preliminary investigations indicating system malfunctions.  
- The local traffic police's statement confirmed that passengers exited safely and further investigations are ongoing.  
- Apollo Go operates extensively in Wuhan and other cities, with 3.4 million fully driverless rides delivered in the fourth quarter of 2025, while facing competition from other autonomous vehicle manufacturers.

CNBC

Baidu robotaxis reportedly halted mid-traffic causing crashes in Wuhan, China

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Hong Kong stocks performed strongly today, with the Hang Seng Index closing up 505 points at 25,294 points, and the China Enterprises Index and Hang Seng TECH Index rising by 130 points and 106 points, respectively. Technology stocks generally rose, with Tencent, Alibaba, and Baidu all performing well. AI stock KNOWLEDGE ATLAS saw its annual net loss widen, but CICC expects significant revenue growth, leading to a 31.9% increase in its stock price. The overall market turnover reached HKD 291.421 billion

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Hang Seng Index

ALI HEALTH

KNOWLEDGE ATLAS

TENCENT

Hang Seng China Enterprises Index

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Hang Seng TECH Index

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E Fund CSI HK Connect Internet ETF

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"Hong Kong Stocks" The Hang Seng Index closed up 505 points, with AI and pharmaceutical stocks dancing, while airline and metal stocks surged

- A "system failure" led to a robotaxi outage in Wuhan, involving over 100 vehicles operated by Baidu’s Apollo Go, as reported by local police.  
- Passengers exited safely, but some were hesitant due to heavy traffic, leading to calls for police assistance.  
- This incident has raised renewed safety concerns regarding robotaxi operations in China, following previous incidents involving autonomous vehicles.

Baidu robotaxi outage in Wuhan caused by 'system failure', police say

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Baidu's Apollo Go Commences Fully Driverless Commercial Ride-Hailing in Dubai, Partners with Dubai Taxi Company | BIDU Stock News

StockTitan

SPDR S&P Transp

ChinaAMC CSI All Share Transportation ETF

Uber Tech

China Southern CNI Transportation Industry ETF

GraniteShares 2x Long UBER Daily ETF

iShares US Transportation ETF

First Trust NasdaqTransport

Roundhill UBER WeeklyPay ETF

Baidu's Apollo Go Commences Fully Driverless Commercial Ride-Hailing in Dubai, Partners with Dubai Taxi Company | BIDU Stock News

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The Hong Kong stock market opened higher in the morning, with the Hang Seng Index rising by 569 points or 2.3%, reporting at 25,357 points. Technology stocks such as Tencent, Alibaba, and Baidu all opened higher, with increases ranging from 3.6% to 4.1%. AI stock Zhipu opened up 15%, while Nio rose by 6.6%. The overall market was influenced by the intention of the United States and Iran to end hostilities, with the Dow Jones Industrial Average rising by 1,125 points or 2.5%

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NIO Inc

Hong Kong Stocks: The Hang Seng Index opened high at 569 points, Zhizhu rose by 15%, and Nio increased by over 6%

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The communication services sector has oversold stocks with low RSI values, presenting buying opportunities. Key stocks include Baidu Inc (BIDU), Nexstar Media Group Inc (NXST), and Fubotv Inc (FUBO). BIDU has an RSI of 24.2 and a recent price of $106.60, NXST has an RSI of 17.6 and closed at $185.18, while FUBO has an RSI of 10 and closed at $8.66. These stocks are considered undervalued, making them potential buys for investors looking for opportunities in the sector.

- Oversold stocks in the communication services sector present buying opportunities for undervalued companies.  
- Major oversold players include Baidu Inc, Nexstar Media Group Inc, and FuboTV Inc, with RSI values indicating significant weakness.  
- The recent price actions show declines, with Baidu's RSI at 24.2, Nexstar's at 17.6, and FuboTV's at 10, suggesting potential for recovery.

China Southern CSI Communication Service ETF

Nexstar Media

Comm Servcies Select Sector SPDR

First Trust S-Network Streaming and Gaming ETF

ISHRS S&P Glb Telco

VGtelecomm

Top 3 Tech And Telecom Stocks You'll Regret Missing In March

Baidu-SW's Apollo Go has officially launched fully autonomous commercial operations in Dubai. The unmanned vehicle fleet is being deployed in batches, gradually building a transportation network with a scale of thousands of vehicles. The overall operating model adopts a "dual-line layout" strategy, collaborating with Dubai's state-owned taxi company DTC and Uber

Roborace launches fully unmanned driving commercial operations in Dubai

Since its creation, Baidu Tieba's "Catch Shrimp Bar" has attracted 18,000 AI entities to post 25,000 posts, with a total of 375,000 interactions. The bar saw a tenfold increase in daily active users within 24 hours, attracting 200,000 real users to observe. It is worth noting that "Catch Shrimp Bar" is the first purely AI-governed bar in the country, prohibiting human-written content, with all posts completed by the OpenClaw AI entity

Baidu's "Catch the Shrimp" daily active users surged 10 times, with 18,000 AI lobsters posting 25,000 times

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The Hang Seng Index opened down 1.68%, and the Hang Seng TECH Index fell 2.78%. BYD Company Limited opened down 4.6%, while Baidu, Haier Smart Home, and XPeng all dropped over 4%. Market risk warning, investment should be cautious, this article does not constitute personal investment advice, users need to make their own investment decisions

华尔街见闻资讯

HSTECH ETF

Huatai-PB CSOP Hang Seng Technology ETF(QDII)

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ChinaAMC Hang Seng Technology ETF(QDII)

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BYD Company Limited

Tianhong Hang Seng TECH ETF(QDII)

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China Universal Hang Seng Technology ETF(QDII)

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Haier Smart Home

Hang Seng TECH ETF I

HAIER SMARTHOME

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The Hang Seng Index opened down 1.68%, and the Hang Seng TECH Index fell 2.78%

Tripo AI, a Chinese 3D AI startup backed by Alibaba and Baidu Ventures, has secured $50 million in funding to expand into the U.S. market. The company focuses on 3D content creation, emphasizing deployability and integration with major creative software. With over 6.5 million developers and 90,000 enterprise customers, Tripo aims to enhance workflows in various industries, including gaming and manufacturing. CEO Simon Song views the U.S. as a critical market for refining their product, targeting high-performance expectations and iterative creation processes.

- Tripo AI, a Chinese 3D AI startup backed by Alibaba and Baidu Ventures, aims to dominate the North American market by focusing on geometry rather than text or images in generative AI.  
- After securing $50 million in Series A funding, Tripo has amassed 6.5 million professional developers worldwide, emphasizing deployability through integrations with leading creative software tools.  
- The company's strategy aims to embed generative capabilities directly into production workflows, targeting sectors like manufacturing and industrial design while positioning itself as a leader in 3D content creation.

iShares Expanded Tech Software Sector ETF

SPDR S&P Software

Alibaba

Tripo AI Bets on US Market as $50 Million Backing Puts AI-Powered 3D Creation in Play

In today’s pre-mkt summary for subscribers: Stocks were flat as they headed for a third straight weekly drop as investors weigh US and Israel efforts to ease concerns over the Iran war, now entering its fourth week. The Strait of Hormuz remains effectively closed and Brent crude +55% since the conflict began. 10-year TYs rose, and gold, silver, and bitcoin all edged higher. $Tesla(TSLA.US) recovered +1% after falling -3% yesterday on a report that NHTSA had moved a key step closer to recalling FSD over safety issues when operated during poor road visibility conditions. We continue to expect equities to reclaim new highs once the conflict ends, oil prices retreat, and slower employment growth boosts odds of a Fed rate cut later this year, with 2026 S&amp;P 500 earnings projected at $310 (+12% YoY) implying a 21.3x P/E = 4.7% earnings yield in line with historic non-recessionary spreads vs 10yr TYs. We remain cautious on $Tesla(TSLA.US) with no position as 2026-2030 earnings estimates decline, as other players ( $Alphabet - C(GOOG.US), $Baidu(BIDU.US), $Amazon(AMZN.US), etc.) scale unsupervised autonomy rapidly, and given its extended valuation (~200x 2026 P/E vs +40% LT growth, 5x PEG).

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Alphabet - C

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BIDU ADR US

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Alphabet

Baidu HK SDR 10to1

In today’s pre-mkt summary for Subscribers: Stocks were little changed as Brent crude surged to $116/bbl amid escalating Middle East attacks threatening long-term damage to key oil &amp; gas facilities in the Persian Gulf. The Fed held rates steady, again projecting only one 2026 rate cut while raising its 2026 core &amp; headline inflation forecasts to 2.7%. 10-year TYs rose to 4.28%, gold and silver fell and bitcoin retreated. $Tesla(TSLA.US) slipped as debate raged online about whether FSD was the cause of a Cybertruck crash $Micron Tech(MU.US) -5.0% to $438 despite blowout 2Q results &amp; strong 3Q guide as fears mount that memory-chip demand may have peaked. The 20-day conflict shows no signs of abating, with the Strait of Hormuz near standstill, Brent +66% since hostilities began, and world powers rejecting Trump’s call for naval escorts. We see equities eventually reclaiming new highs once the war ends, oil retreats, and slower jobs growth prompts faster Fed cuts, but remain cautious on $Tesla(TSLA.US) given declining 2026-2030 estimates and accelerating competition in unsupervised autonomy from $Alphabet - C(GOOG.US), $Baidu(BIDU.US), $Amazon(AMZN.US) and others (no position).

Micron Tech

☁️ Team Cloud here! Alibaba's cloud segment growing 35% is no joke — especially with AI demand exploding in China. The 380B CapEx plan shows they're serious about competing with Tencent and Baidu in the AI space. E-commerce might be slowing, but cloud margins are way better long term. Already holding some, might add more if price dips after earnings.

🚀 Alibaba Earnings Tonight — Cast Your Vote &amp; Earn Rewards! Some say cloud + AI is the new growth engine — 35% growth expected, finally paying off. Others think e-commerce still the bread and butter — but CMR growth slowing to 1-3%, can it hold? And some are watching the cash burn — instant retail losing another 20B, worth it or not? So what actually moves the needle for BABA this time?👇 Drop your vote below! 🎁 Vote, Share &amp; Earn Rewards 🗳️ Participation Reward — Just vote, get 100 Task Coins 💬 Insight Reward — Share this post + 30+ words view → 288 Task Coins 🏆 Top 3 Insights — Best quality picks (platform selection) → Extra SGD 3 Cash Voucher each ⏰ Deadline: 20 Mar 2026, 11:59 PM (SGT)Rewards will be issued within 5-7 working days. $Alibaba(BABA.US)$BABA-W(09988.HK)$BABA-WR(89988.HK)

BABA-WR

Alibaba HK SDR 5to1

☁️ Cloud + AI on fire — this is the real story

📦 E-commerce slowing — can the core hold?

🔥 Instant retail bleeding — worth the bet?

💰 Chip spin-off + 380B CapEx — long-term play

👀 Just here to see the chaos

What's the biggest focus for Alibaba this earnings?

Tencent

Tencent Holdings Limited

TENCENT-R

Tencent HK SDR 10to1

Color Star Tech

In today’s pre-mkt summary for Subscribers: Stocks dropped as fresh attacks on more oil tankers in Iraqi waters escalated the Middle East conflict, pushing Brent crude back above $95/bbl despite the IEA's unanimous decision to release a record 400 million barrels from emergency stockpiles (largest ever, including 172M from U.S. SPR). 10-year yields slipped, gold and silver edged higher, and #btc eased. Adding to uncertainty: more institutions capped withdrawals from private credit funds amid heavy redemption requests. All eyes are on next week's Fed meeting (Mar 17-18), where the federal funds rate is likely to be left unchanged while a new dot plot and economic projections could reflect higher oil's potential drag on cuts despite softer Feb payrolls. I believe equities will reclaim record highs once the conflict resolves, oil retreats, and slowing jobs growth prompts further Fed easing later this year. 2026 S&amp;P 500 EPS forecasts at $310 imply a reasonable 21.8x P/E = 4.6% earnings yield, ~40bp premium to 10y Treasuries, in line with non-recession norms. I remain cautious on $Tesla(TSLA.US) given declining 2026-2030 estimates and accelerating competition in unsupervised autonomy from $Alphabet - C(GOOG.US), $Baidu(BIDU.US), $Amazon(AMZN.US), and others, plus $NVIDIA(NVDA.US) opening its AI autonomy stack to OEMs in 2026.

Today’s Key News Recap

0312 | Dolphin Research Watchlist.🐬 Macro/Industry 1) The U.S. will release Feb CPI at 20:30 Beijing time on Wed, a key input for the Fed's rate-cut path. Recent Middle East tensions have lifted oil prices, increasing uncertainty around the print.An upside surprise could push back cut expectations and weigh on growth stocks. In-line or softer readings would be supportive of risk assets.🐬 Single Stock 1) $Meta Platforms(META.US) Meta announced the acquisition of AI agent community Moltbook. It is known in the industry as the 'Lobster Community'...

Apple

Apple Group

ETFS Capital Ltd.

Gold.com

NIO Inc. USD OV

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Li Auto

Meta Platforms

LAOPU GOLD

Laopu Gld HK SDR 50to1

META secures 'Shrimp Pool' Moltbook; Laopu Gold issues a positive profit alert on strong earnings | Daily News Recap

In today’s pre-mkt summary for Subscribers: Stocks fell but pared losses after reports of potential G7 coordinated strategic petroleum reserve releases, last done in 2022 during the Russia-Ukraine oil crisis. Brent crude surged to $105/bbl amid the escalating Middle East conflict and effective Strait of Hormuz closure, driving a sharp risk-off sentiment with the VIX spiking to 32. 10y yields rose while gold and silver fell modestly. Tomorrow’s Feb CPI print (pre-conflict data) will be overshadowed by next week’s FOMC meeting and updated dot plot, as investors increasingly fear stagflation from sustained high oil prices amid slowing job growth. We view the current oil shock as akin to the temporary 2022 Russia-Ukraine spike rather than a lasting supply disruption. We expect equities to reclaim new highs once the conflict de-escalates, oil retreats, and Fed rate-cut odds rise. We remain cautious on $Tesla(TSLA.US) given declining 2026-2030 estimates, extended valuation (~200x 2026 P/E), and increasing competition in unsupervised autonomy from $Alphabet - C(GOOG.US), $Baidu(BIDU.US), $Amazon(AMZN.US), and others already scaling paid rides without safety monitors.

In today’s pre-mkt summary for Subscribers: Risk-off sentiment intensified as escalating Middle East conflict halted tanker traffic through the Strait of Hormuz, driving Brent crude +8.3% to $79/bbl and pushing 10-year Treasury yields to 3.97%. Safe-haven buying lifted precious medals while long-duration equities were hit hardest. We view the volatility as temporary; once the conflict de-escalates, oil prices will retreat, and softer Feb employment data on Friday could bolster Fed rate-cut expectations. This should allow equities to reclaim new highs supported by solid 2026 S&amp;P 500 earnings growth of +12% YoY to $310, implying a reasonable 22.2x forward P/E and 4.5% earnings yield vs sub-4.0% 10-year TYs. We remain cautious on $Tesla(TSLA.US) (no position) given declining long-term EPS estimates, rapid democratization of unsupervised autonomy by competitors ( $Alphabet - C(GOOG.US), $Baidu(BIDU.US), $Amazon(AMZN.US), others already at 850K paid unsupervised autonomous rides/week), and a stretched valuation (2026 P/E ~200x vs +40% forward EPS growth = 5x PEG, avg Mag 7 PEG 2x).

Mag Silver

Conference Minutes

Below is Dolphin Research's compiled transcript of $Baidu(BIDU.US) FY25 Q4 earnings call. For our analysis, see 'BIDU: Buybacks set a floor, but the comeback still hinges on the narrative.'I. Key financials recap. Core AI business metrics (Q4 2025) include:Baidu General Business revenue: RMB 26.1bn. Core AI-powered Business revenue: over RMB 11.0bn...

Grocery Outlet

BIDU (Trans): Focus on shareholder returns, stronger mgmt. execution

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Financial Analysis

$Baidu(BIDU.US) released Q4 results after the HK close on Feb 26, 2026, and the print was lackluster. That said, with a prolonged pullback already priced in, buybacks and dividends providing a floor, and year-ahead narratives such as Kunlun Chip's IPO and potential Stock Connect inclusion, the market is unlikely to impose a sustained penalty.This quarter the company adopted a new reporting structure, splitting into AI and legacy businesses. The AI segment includes AI infrastructure, AI applications, and AI-native marketing, while most institutions are still modeling estimates under the prior framework...

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ByteDance

BIDU: Ad Engine Falters; Is Kunlunxin the Lifeline?

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$Baidu(BIDU.US) (-2.7% pre-mkt): 4Q results generally met/beat expectations although MAUs light (only 2 ests). As usual, no forward guidance included in release. Conf call 7:30am ET. 4Q RESULTS- Revs 32.74B yuan, -4.1% y/y, vs 32.66B yuan est. - Rev from iQIYI (Netflix of China) 6.79B yuan vs 6.76B est.- Adj profit per ADR 10.62 yuan vs. 9.40 yuan est.- Adj Ebitda 4.73B yuan, -32% y/y, vs 4.67B yuan est.- Monthly active users 679M, estimate 703M est (2 ests).COMMENTARY AND CONTEXT- Portfolio of AI Applications continues to scale - Accelerating International Expansion Into New Markets- Confident in ability to create lasting value in AI- Kunlunxin spin-off separate listing is progressing - Apollo Go, Baidu's autonomous ride-hailing service, reported weekly rides of over 300K during the quarter (Waymo 400K per week, TSLA &lt;100 per week). Total rides increased by 200% year over year. As of Feb 2026, cumulative rides provided to the public by Apollo Go exceeded 20 million. Entered the South Korean Market and expanded to several European markets.- Revenue from Baidu Core AI-powered Business exceeded 11B yuan in Q4, accounting for 34% of Baidu revs

JPBAIDU@EC2610A(27451.HK)

JPBAIDU@EC2610A Stock Performance Chart

Several Baidu Apollo Go Robotaxis Freeze In China, Raising Concerns About AV Safety: Report

Chinese chipmakers claim nearly half of of local market as Nvidia's lead shrinks, IDC says

Baidu robotaxis reportedly halted mid-traffic causing crashes in Wuhan, China

"Hong Kong Stocks" The Hang Seng Index closed up 505 points, with AI and pharmaceutical stocks dancing, while airline and metal stocks surged

Baidu robotaxi outage in Wuhan caused by 'system failure', police say