UBBAIDU@EC2609A

Prime Capital Investment Advisors Increased Stake in Baidu in Q4

Baidu Intelligent Cloud Launches Embodied AI Data Supermarket in Collaboration with Multiple Enterprises

Baidu Cloud's 'Baidu Famo Agent 2.0' tops MLE-Bench

Baidu Fangmou Agent 2.0 Again Tops MLE-Bench

Baidu Launches Local Life Section

Baidu to Unveil Latest Advances in Full-stack AI Layout: Create2026 AI Developer Conference Approaches

Baidu Intelligent Cloud to Make Major Breakthroughs in AI Infra and Agent Infra and Launch New Products

Baidu's Robotaxis Stop in Wuhan Due to System Malfunction

Baidu Health Launches Comprehensive Doctor Work Platform 'Youyi Assistant'

Baidu Apollo Go Autonomous Taxis Stalled Due to System Failure, Passengers Trapped

Baidu Enhances User Engagement and Commercial Potential by Integrating OpenClaw AI Agents

Baidu's RoboTaxi Service Launches Full Autonomous Commercial Operations in Dubai

Baidu Invests in Huono Iman to Promote AI Technology Implementation

Baidu Forum Launches First Pure AI Autonomous Sub-forum 'Catchshrimp Bar'

Baidu Executives Reveal Over 50% of Employees Have Gained AI Capabilities, Company Will Fully Support Employees in Improving AI Skills

Baidu Intelligent Cloud Releases Enterprise-level AI Intelligent Body Cases to Promote Industry Application

Baidu Vice President Yu Ran Discusses OpenClaw (Shrimp) Security Issues at Event

Weibo Integrates Baidu Intelligent Cloud DuClaw for Enhanced Data Services

Shen Dou Predicts Significant Cost Reduction for Embodied Intelligence in the Future

JOY SPREADER

DEEPEXI TECH

BUTONG GROUP

CHINA PARTYTIME

ALPHA PRO HLDGS

LUEN THAI

51WORLD

TRIO IND ELEC

TOMO HOLDINGS

HATCHER GROUP

BIDU

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Baidu, Inc. (NASDAQ: BIDU) shares rose 2.94% to $111.60 on Monday as investor sentiment shifted towards growth and technology stocks. The surge is attributed to renewed interest in China's AI sector, particularly following Alibaba's significant investment in AI development. Baidu's business model, which combines advertising and AI, is seen as a potential growth driver. Despite the recent gains, Baidu's stock remains below key moving averages, indicating ongoing market pressures. Over the past year, the stock has increased by 31.02%, but it is still below its January peak.

- Baidu, Inc. (NASDAQ:BIDU) stock surged by 2.94% to $111.60 as investors respond positively to the potential of "platform + AI" narratives amid a favorable market environment.  
- The surge is linked to renewed interest in China's AI sector, driven by Alibaba's significant investment in multimodal AI, suggesting a shift towards practical applications beyond traditional models.  
- Although Baidu still faces challenges, including trading below key moving averages, its stock has gained 31.02% over the past year, highlighting its potential amidst a competitive landscape expanding into applied AI.

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Baidu

BIDU-SW

Baidu Stock Is Rising Monday: What's Going On?

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Baidu Famou Agent 2.0, an enterprise-grade autonomous algorithm optimization agent launched by Baidu AI Cloud, has once again topped the authoritative machine learning engineering benchmark MLE-Bench and set a new SOTA (State-of-the-Art) record. This marks the second time Baidu Famou has reached the top of the leaderboard since its first ascent in October last year

Wallstreetcn

Tianhong CSI Computer Theme ETF

Guotai CSI Computer Theme ETF

Baidu Famou Agent 2.0 Tops MLE-Bench

Baidu Smart Cloud's Famu Agent 2.0 has once again won the championship in the machine learning benchmark test MLE-Bench, setting a new best record. This product will be officially released in May this year, demonstrating a significant win rate in high-difficulty tasks, surpassing mainstream large models. Famu 2.0 has undergone upgrades in evolutionary strategies and long-term memory mechanisms, supporting multi-path exploration and logical consistency. This product has attracted thousands of enterprises for use, covering multiple core areas and significantly enhancing research and development efficiency and risk control capabilities

- Baidu's enterprise-level algorithm optimization agent, Baidu Famo 2.0, has reached the top of the MLE-Bench machine learning benchmark, achieving a new state-of-the-art performance.  
- The agent is set to be officially launched at the Baidu AI Developer Conference in May 2026 and demonstrates significant advantages in high-difficulty tasks, surpassing major models like Claude-Opus-4.6.  
- Baidu's Famo 2.0 has been utilized by thousands of companies across industries, improving efficiencies in areas such as automotive development, financial risk control, and disaster prediction.

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Baidu's strategic planning Agent 2.0 takes the global lead, outperforming similar agents in high-difficulty tasks

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As of the time of publication, the three major indices of the Hong Kong stock market are collectively maintaining an upward trend, with market sentiment remaining stable amidst fluctuations. The Hang Seng Index reported 25,864.12 points, although it has retreated from earlier highs, it still successfully held onto its gains. On the market, digital assets, new energy, and AI innovation themes are performing exceptionally well, becoming the core direction for capital chasing elasticity. Boosted by the news of Hong Kong issuing the first batch of stablecoin licenses, GUOTAI JUNAN I soared over 31% throughout the day, effectively activating the activity in the fintech sector

- The Hong Kong stock market shows resilience, with the Hang Seng Index up 0.43% to 25,864.12 points, despite some retreat from earlier highs.  
- Significant fluctuations were seen in the telecommunications sector, while the technology and new energy themes attracted investment, particularly in lithium battery and digital asset stocks.  
- Economic recovery and external demand are key focuses, impacting market liquidity and sector rotation as investors respond to policy signals and macroeconomic data.

LB Select

YOFC

KUAISHOU-W

TENCENT

CHAOWEI POWER

GUOTAI JUNAN I

BABA-W

GIGADEVICE

YOUZAN

SMIC

XIAOMI-W

XUNCE

Hong Kong stock market intraday | The Hang Seng Index rose slightly by 0.43%, thematic stocks surged across the board, and Guotai Junan International soared over 31%

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The Nasdaq Golden Dragon China Index initially closed down 1.3%. Among popular Chinese concept stocks, Nio fell 4.8%, Baidu fell 4.6%, JinkoSolar fell 3.9%, BYD fell 3.4%, Pony.ai fell 3.3%, and PDD fell 3%. Kingsoft Cloud rose 1.5%, and Alibaba rose 1.8%. In terms of ETFs, KWEB fell 1.1%, and CQQQ fell 0.9%

BYD COMPANY

KINGSOFT CLOUD

PONY-W

Alibaba

BYD Company

KraneShares 2x Long PDD Daily ETF

Krne Csi China Internet

GraniteShares 2x Long PDD Daily ETF

Baidu App has launched a local life section, which users can access by searching for "local life". In addition to enhanced food and dining options from various providers, the section also includes multiple vertical categories such as maintenance, education, and moving. (Tech Planet)

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On April 5, the studio of artist Jackson Yee released a statement claiming that unauthorized AI-generated series using his likeness had been discovered on some online platforms. Jackson Yee did not participate in the series, and the related works "Midnight Bus" and "Tricked Me into a Good Reincarnation?" have been removed from Hongguo Short Drama. Baidu has not yet taken action. Hongguo Short Drama customer service stated that in response to governance requirements, relevant content has been modified or deleted, and they reserve the right to pursue accountability

GF Fund CSI Media ETF

AXA SPDB CSI Hugangshen Game and Culture Media ETF

Penghua CSI Media ETF

Guotai CSI Movies Theme ETF

ChinaAMC CSI Cultural Entertainment Media ETF

Jackson Yee's Likeness Stolen for AI Short Dramas to Profiteer; Platforms Have Taken Down Related Products

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.

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

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

Hang Seng China Enterprises Index

DAMAI ENT

Hang Seng TECH Index

FI2 CSOP HSI

CSOP HS TECH

FI CSOP HSI

E Fund CSI HK Connect Internet ETF

Hwabao CSI HK Equities Internet ETF

FL2 CSOP HSI

"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

Highlights from today’s pre-mkt summary for Subscribers: Equities fell globally as oil surged above $100/barrel after President Trump ordered a blockade of the Strait of Hormuz following the collapse of U.S.-Iran peace talks in Pakistan. 10-year Treasury yields edged up and gold, silver and bitcoin fell modestly. Investors now shift their focus to this week’s bank earnings. The limited equity pullback following the collapse in U.S.-Iran peace talks suggests cautious optimism remains that a resolution is possible. Longer-term, we expect equities to reclaim new highs once the conflict ends, oil prices ease, and slowing employment boosts prospects for faster Fed rate cuts. S&amp;P 500 2026 EPS estimates have risen to $324 (+17% YoY), implying a forward P/E of 21.0x, equal to a 4.8% earnings yield and a +50bp premium to 10-year treasury yields, in line with historic spreads in non-recessionary periods. We remain cautious on $Tesla(TSLA.US) due to declining long-term earnings estimates, competition in unsupervised autonomy from players like Google, Baidu, and Nvidia, and potential selling pressure from an upcoming SpaceX IPO.

Tesla

NVIDIA

Alphabet - C

Alphabet

BIDU-SWR

Baidu HK SDR 10to1

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$BABA-W(09988.HK)Alibaba remains my core long-term investment. Its valuation is a major differentiator in the Hong Kong tech space, offering a unique mix of earnings recovery, capital returns and AI growth.With its P/B ratio near 5-year lows, the stock is significantly undervalued. It also offers a superior yield compared to peers like Meituan and Baidu. For those seeking a strong risk/reward profile over high-multiple, no-yield stocks, Alibaba is the standout choice.

BABA-WR

Alibaba HK SDR 5to1

We took a lot of grief from $Tesla(TSLA.US) bulls on X when we exited the balance of our TSLA position last May at $358. Since then it has been the right call (TSLA -1% vs NDX +12%) as TSLA has struggled to turn around its core EV business and pivot to a highly competitive unsupervised autonomous environment (competing against $Alphabet - C(GOOG.US), $Amazon(AMZN.US), $Baidu(BIDU.US), $NVIDIA(NVDA.US), et al.) -- without advertising investment.

BIDU ADR US

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).

Amazon

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)

☁️ 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-SW

NIO Inc. USD OV

NIO Inc

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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).

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UBBAIDU@EC2609A(28166.HK)

UBBAIDU@EC2609A Stock Performance Chart

Baidu Stock Is Rising Monday: What's Going On?

Baidu Famou Agent 2.0 Tops MLE-Bench

Baidu's strategic planning Agent 2.0 takes the global lead, outperforming similar agents in high-difficulty tasks

Hong Kong stock market intraday | The Hang Seng Index rose slightly by 0.43%, thematic stocks surged across the board, and Guotai Junan International soared over 31%