JPBAIDU@EP2611A

Baidu Establishes Model Committee to Coordinate Full-Chain LLM Development and Application

Baidu's Self-developed Chip Valuation Reaches 21 Billion Yuan

Duxman Shares Agent Scale Application Experiences in Financial Field at Baidu Create2026 Conference

Robin Li Outlines AI Development Views at Baidu Developer Conference

Robin Li Proposes the 'AI Era Evolution Theory'

Baidu AI Cloud Upgraded to Full-stack AI Cloud for Large-scale Intelligent Agent Applications

Baidu Intelligent Cloud Supports Over 20 Million L2 Level Autonomous Driving Vehicles

Baidu AI Cloud's Kunlun Chip P800 Completes Large-Scale Validation and Announces the Release of Tianchi 256-Card Super Node

Baidu Announces Upgrade to Vamos 2.0, Focused on Business Experts

Baidu Releases Code Intelligent Agent Saoda

Baidu launches DuMate mobile app at Create2026 AI Developer Conference

Robin Li Announced Baidu's Full Stack AI Capability Construction at Create2026 Baidu AI Developer Conference

Robin Li Elaborates on 'Self-Evolution' at Baidu's AI Developer Conference

Robin Li Elaborates on 'Self-Evolution' at Baidu AI Developer Conference

Baidu Plans Concurrent Listing of Kunlun Chip, Citibank Forecasts Strong AI Cloud Revenue Growth

BIDU-SW to release FY2026 Q1 earnings on May 18 Pre-Market (BJT), forecast revenue HKD 36.32 B, EPS HKD 1.6852

Baidu to Host Create 2026 Conference and Release Latest Progress in Full-Stack AI

Baidu's DuMate Leads in AI Product Growth Chart

Baidu Releases New Generation Foundation Model Wenxin Model 5.1

RADIANCE HLDGS

ANCHORSTONE

RIVERINE CHINA

REACH NEW HLDGS

FINELAND LIVING

NUR HOLDINGS

GOLDEN LEAF INT

UBOT HOLDING

MAN YUE TECH

BIDU

09888

Baidu Advances Agent Portfolio to Embrace the Agent Era, Champions Daily Active Agents as Key Metric | BIDU Stock News

StockTitan

Baidu

BIDU-SW

BIDU-SWR

Baidu Advances Agent Portfolio to Embrace the Agent Era, Champions Daily Active Agents as Key Metric | BIDU Stock News

09988

BABA

89988

GOOGL

GOOG

01698

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HKUD

HBBD

89888

HBUD

0511 | Dolphin Research Watch: 🐬 Macro/Industry update. U.S. President Trump will pay a state visit to China on May 13–15, the first by a U.S. president in nine years.This leader-level diplomacy sets the strategic tone and should help manage differences and stabilize U.S.-China relations. It adds certainty globally; watch trade and tech engagement for near-term catalysts and long-term impacts on asset prices.2) Iran-U.S. talks have deteriorated, with Iran demanding that oil sanctions be lifted within 30 days and asserting control over the Strait of Hormuz. Trump called this 'completely unacceptable'...

GOOGL issues JPY bonds to fuel the AI race; BABA integrates Qwen with Taobao to double down on smart shopping | Daily News Recap

Baidu (NASDAQ:BIDU) has delivered an average annual return of 19.33% over the past 20 years, outperforming the market by 10.24%. An investment of $100 in Baidu stock two decades ago would now be worth $3,358.15, reflecting the significant impact of compounded returns. Baidu's current market capitalization stands at $51.68 billion.

- Baidu has outperformed the market by 10.24% annually over the past 20 years, yielding an average return of 19.33% and a market capitalization of $51.68 billion.  
- An investment of $100 in Baidu stock 20 years ago would now be worth $3,358.15, based on its current price of $147.38.  
- The article emphasizes the significant impact of compounded returns on cash growth over time.

benzinga_article

If You Invested $100 In Baidu Stock 20 Years Ago, You Would Have This Much Today

512760

Baidu's AI chip unit, Kunlunxin, is targeting a $14.6 billion IPO in Hong Kong, with shares of Baidu (BIDU) rising 4.6% amid growing interest in Chinese semiconductors. The company aims for a valuation exceeding 100 billion yuan and has advanced its mainland listing efforts, entering the IPO tutoring stage for Shanghai's Star Market. Regulatory filings indicate ongoing preparations, with China International Capital Corp. advising the process. The final valuation may vary based on market conditions.

- Baidu, Inc. shares rose in premarket trading following reports about its AI chip subsidiary, Kunlunxin, targeting a valuation over 100 billion yuan in a Hong Kong IPO.  
- Kunlunxin is reportedly preparing for a valuation of approximately $14.6 billion amidst increasing interest in Chinese semiconductor investments, with its IPO process advancing in both Hong Kong and mainland China.  
- The company's listing on Shanghai's Star Market aligns with China's push for technology independence, supported by regulatory progress disclosed by the China Securities Regulatory Commission.

Guotai CES Semiconductor Chip Industry ETF

CICC

Baidu AI Chip Arm Eyes $14.6 Billion Hong Kong IPO

03296

01208

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00100

01347

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09696

HUAQIN(03296) rose 10.09%, with a trading turnover 323.3 Million HKD, and a year-to-date rose 54.4%. KUAISHOU-W(01024) rose 9.4%, with a trading turnover 9.0 Billion HKD, and a year-to-date fell 17.2%. MINIMAX-W(00100) fell 9.51%, with a trading turnover 881.2 Million HKD, and a year-to-date rose 350%. HUA HONG SEMI(01347) fell 7.5%, with a trading turnover 7.2 Billion HKD, and a year-to-date rose 76%.

- The Hang Seng Index fell by 0.87%, with a year-to-date increase of 3%.  
- The Hang Seng Tech Index declined by 0.36%, showing a year-to-date drop of 7.5%.  
- Notable stock movements include Huqina Technology rising by 10.09% and Kuaishou-W increasing by 9.4%, while MINIMAX-W dropped by 9.51% and Huahong Semiconductor decreased by 7.5%.

Top Gainers&Losers

HUAQIN

KUAISHOU-W

YOFC

MINIMAX-W

HUA HONG SEMI

DONGFANG ELEC

ILUVATAR COREX

TIANQI LITHIUM

Top 5 HK Stock Gainers/Losers (>100B) (5.8)

CLOU

BABX

KBAB

AI's cost structure is evolving as it transitions from a tool to an autonomous executor, leading to increased costs for businesses and users. The traditional "free + subscription" model is becoming unsustainable due to rising computing demands. Companies like Alibaba and Baidu are adjusting pricing for cloud services, reflecting this shift. AI is now charged based on token usage, and application-level pricing is also rising. This change indicates a move from software to computing resources, compressing profit margins for application-layer companies while benefiting cloud service providers.

- The article discusses the evolving cost structure of AI as it transitions from a tool to an autonomous executor, impacting business models.  
- Increasing daily token consumption indicates a shift towards continuous usage, prompting companies to adjust their pricing strategies based on actual resource consumption rather than fixed fees.  
- This transformation creates a competitive landscape where securing computing power efficiently becomes essential, ultimately reshaping industry dynamics and user cost structures.

Global X Cloud Computing ETF

BABA 2x Long Daily ETF - GraniteShares

KraneShares 2x Long BABA Daily ETF

Alibaba

BABA-W

KINGSOFT

Kingsoft Office

ByteDance

BABA-WR

Alibaba HK SDR 5to1

The End Of Free AI: Agents Drive A New Cost Reality

YINN

Alibaba's stock surged 11% this week following the announcement of its T-Head chip unit listing, as investors favor semiconductor-linked plays over AI-focused companies like Tencent, which only saw a 2% increase. Baidu also benefited, rising nearly 17%. Analysts maintain a Buy rating for Alibaba, with an average price forecast of $191.70. The stock is currently trading above its short-term moving averages but remains below longer-term averages, indicating mixed momentum. Key resistance is at $144.00, while support is at $129.00. Earnings are set for May 13, 2026, with estimates showing a decline in EPS but an increase in revenue.

- Alibaba Group Holding Limited has gained 11% this week, outperforming Tencent as investors favor semiconductor-linked companies amid an Asian AI rally.  
- The company announced plans to list its chip unit, T-Head, benefiting from the broader AI infrastructure momentum linked to semiconductor firms like Taiwan Semiconductor and Samsung Electronics.  
- Alibaba's upcoming earnings report on May 13, 2026, is anticipated with an EPS estimate of $1.12 and a revenue estimate of $35.23 billion, reflecting favorable market prospects.

Direxion FTSE China Bull 3X

SPDR S&P Semicon

VanEck Semiconductor ETF

Direxion Semicon Bull 3X

ChinaAMC SSE STAR Semiconductor Material & Equipment Thematic ETF

GTJA Allianz SSE STAR Chip Design Thematic ETF

iShares Semiconductor ETF

Invesco Semiconductors ETF

GTJA Allianz CSI All Share Semiconductors & Semiconductor Equipment ETF

ChinaAMC Guozheng Semiconductor Chip ETF

China Southern CSI Semiconductor Industry Custom ETF

Tencent

Taiwan Semiconductor

Samsung Electronics 

Avantis Emerging Markets Equity ETF

SPDR Nyse Tech

Nomura Focused Emerging Mrkts Eq ETF

TENCENT-R

Tencent HK SDR 10to1

TENCENT

Tencent Holdings Limited

Samsung Electronics Co., Ltd. Sponsored GDR

Alibaba's T-Head Hype Sparks Stock Surge As Tencent Struggles To Impress

China's robotaxi sector is shifting focus to safety following recent incidents, including a fleet malfunction in Wuhan that left over 100 Baidu vehicles stalled. This has led to a pause on new autonomous vehicle permits and calls for stricter safety inspections. While Baidu remains a leader in the market, competitors like Pony AI and WeRide are also expanding, albeit with financial losses. The pause may delay commercialization efforts but aims to build public trust in autonomous driving technology.

- China's robotaxi sector is shifting focus from expansion to safety following incidents involving Baidu and Hello, leading to a pause in new autonomous vehicle permits.  
- The Wuhan outage, where multiple Baidu robotaxis stalled, highlights systemic issues and prompted nationwide safety audits and self-inspections.  
- While Baidu maintains a leading position, the incident raises public trust concerns, emphasizing that future success will depend on reliable and safe operations.

Pony AI

PONY-W

WeRide

WERIDE-W

XPeng

XPENG-W

CAOCAO INC

Tesla

China's Robotaxi Race Hits A Safety Pause

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Counterpoint Research predicts that global robotaxi sales will reach $54 billion by 2035, with annual sales of 1.3 million units. The growth is driven by advancements in autonomous technology, supportive regulations, and a shift from pilot programs to mass-market deployment. China is expected to lead in adoption, followed by the U.S. and Europe. Key players include Waymo, Tesla, and Baidu, with collaborations expected to lower costs and enhance profitability as the market expands.

- Counterpoint Research anticipates that the global robotaxi industry will grow significantly, reaching annual sales of 1.3 million units by 2035 and a market value of $54 billion.  
- The shift from pilot programs to mass-market deployment is driven by advancements in autonomous technology, lower costs, and regulatory support, with China and the U.S. leading in adoption.  
- Key companies like Waymo and Tesla are pivotal in developing autonomous vehicles, with collaborations expected to enhance profitability as vehicle production scales and technology integrates further.

GraniteShares 1.25 Long TSLA Daily ETF

SmartETFs Smart Transportation & Tech ETF

T-Rex 2X Long Tesla Daily Target ETF

iShares Self-Driving EV&Tech ETF

ARK Autonomous Tech & Robotics ETF

Hwabao WP CSI Intelligent Electric Vehicle ETF

First Trust S-Network Future Vehicles & Tech ETF

Direxion Daily TSLA Bull 2X Shares

GraniteShares 2x Long TSLA Daily ETF

Robotaxis Set To Explode Into $54 Billion Market By 2035: Analyst

Today’s Key News Recap

Alphabet

Alphabet - C

TME-SW

Tencent Music

JD-SW

JD-SWR

JD HK SDR 10to1

JD.com

KUAISHOU-WR

Kuaishou HK SDR 5to1

US Global Sea to Sky Cargo ETF

Baidu HK SDR 10to1

⚡ 𝐔𝐏𝐃𝐀𝐓𝐄: $Baidu(BIDU.US) BAIDU CHIP UNIT KUNLUNXIN EYES US$14.7B VALUATION IN HONG KONG IPO - SCMP

$BIDU-SW(09888.HK)Baidu: The Breakthrough is Confirmed! 🚀The “sleeping giant” has not just woken up. It is running now. Baidu has officially confirmed a major trend reversal with a massive surge in volume and price action. Here is the updated breakdown following the market close on 7 May 2026:🔷 Technical Snapshots🟢 Bollinger Band Breakout: Price has decisively surged past the Upper Band (HKD 135.7). Trading “outside the envelope” signals a high-conviction breakout.🟢 Momentum Strength: The RSI is at 75.19, technically overbought. This may reflects the powerful momentum typically seen in the early stages of a trend reversal.🟢 Institutional Volume: Turnover hit HKD 3.11B (Top 19 in the market). This confirms that “big money” is fueling the rally and not just retail speculation.🟢 Support Floor: The 20 SMA (HKD 124.7) is now significantly below the current price, providing a solid safety net during any potential profit-taking.🔷 Fundamental Snapshots The market narrative is shifting. Baidu is no longer being priced as a “struggling search engine” but as a profitable AI leader.🟢Earnings Countdown (May 18): With Q1 results just days away, the “accumulation” phase is in full swing. Investors are betting on a margin surprise in the AI Cloud segment.🟢Valuation Re-Rating: Even with the recent jump, Baidu’s P/B ratio remains a modest 1.27. It is finally catching up to tech peers as the cloud “price wars” in China begin to cool.🟢Monetisaton Milestone: Rapid enterprise adoption of Ernie Bot 5.1 is turning AI from an “R&amp;D expense” into a primary revenue driver.🔷 The VerdictThe trend has shifted but the stock is now tactically overextended. With the RSI at 75, traders may take profits ahead of 18 May earnings.Chasing this rally at current levels is risky and not a wise decision. Wait for a healthy consolidation or a retest of HKD 135.0 for a safer entry or “add” zone.Not financial advice. Do your DD and risk management 😉.

The US market is crazily bullish for tech stocks. The danger for those who have yet to enter is if they will be entering at a high point.

Prasath

Ranks in the top 90% of account holders by rate of return
Calculated based on your Longbridge (Singapore) A/C

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Ranks in the top 70% of account holders by total assets
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🇺🇸🇭🇰🇸🇬 Big moves across US, HK, SG markets. Join the chat &amp; earn Task Coins!

Super Micro Computer

Corning

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BIDU ADR US

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HSBC HK SDR 5to1

HSBC

DBS Group

United Overseas Bank (UOB)

Jardine Matheson

Up, up and away says the market. But I am happy staying defensive coz I prefer buying at a discount. Not certain if there will be a sale but its always good safety first!

It has been an awesome rally for tech supported by strong results and outlook. I still remain defensive despite the rally which I expected somewhat and hence decision to add on some AI names despite my defensive posture. But I am scaling out into strength and staying defensive. Stay safe!

I expect the US market to open and close relatively flat tonight ahead of tomorrow Non Farm Payroll (NFP) results. Investors likely to take a cautious pause.As for OCBC’s quarterly earnings tomorrow, I anticipate weaker loan interest income, partially offset by contributions from its insurance business and other non-interest income streams. Let’s see how it turns out.😉

For the record, I am far more aligned with $Tesla(TSLA.US) longs than shorts. Of all OEMs, TSLA has the greatest chance over the next 12-18 months to exploit the opportunity from unsupervised autonomy as FSD efficacy improves and TSLA continues to traverse the march of nines. That said, It’s hard to make the TSLA P/E math work if TSLA only offers unsupervised autonomous ride handling in a few states. I don’t see consumers en mass rushing out to buy a robotaxi vehicle with just two seats sans steering wheel and pedals anytime soon. I similarly believe TSLA bulls under-estimate competitors’ abilities to scale up unsupervised autonomous ride hailing with $Alphabet - C(GOOG.US) $Baidu(BIDU.US), $Pony AI(PONY.US), $WeRide(WRD.US), and $Amazon(AMZN.US) already completing 1M paid robotaxi rides per week and $NVIDIA(NVDA.US) offering its autonomous hardware/software stack to every OEM. My issue is not lack of understanding or confidence in TSLA’s unsupervised autonomous capabilities. My concern is that at 200x 2026 EPS, the market has already discounted TSLA’s success in achieving unsupervised autonomy and ride hailing without evidence TSLA has the marketing muscle to dominate either in what will surely be crowded spaces. Put simply, I like Tesla the company but not the valuation. For bulls who keep posting $2,500, $3,000, and even higher valuations, kindly show us the math.

JPBAIDU@EP2611A(29264.HK)

Baidu Advances Agent Portfolio to Embrace the Agent Era, Champions Daily Active Agents as Key Metric | BIDU Stock News

GOOGL issues JPY bonds to fuel the AI race; BABA integrates Qwen with Taobao to double down on smart shopping | Daily News Recap

If You Invested $100 In Baidu Stock 20 Years Ago, You Would Have This Much Today

Baidu AI Chip Arm Eyes $14.6 Billion Hong Kong IPO

Top 5 HK Stock Gainers/Losers (>100B) (5.8)