JPBAIDU@EC2606B

SFSY NEW MAT

IMPERIUM FIN GP

XUNCE

PETRO-KING

SUNWAY INT'L

WANJIAGROUP RTS

MIRICOR

JINYUAN HCHEM

SKYMISSION GP

CARSGEN-B

BIDU

09888

Cathie Wood Is Fueling the U.S.-China AI Race with This 1 Stock Buy

Barchart Option

Baidu

BIDU-SW

Cathie Wood Is Fueling the U.S.-China AI Race with This 1 Stock Buy

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01024

09988

09896

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02319

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As of noon on March 9, 2026, all three major indices of the Hong Kong stock market fell, with the Hang Seng Index down 2.55% and the Technology Index down 2.34%. The oil and gas exploration sector strengthened against the trend due to rising oil prices, with CNOOC rising 6.99% leading the trading volume. The internet and retail sectors were generally under pressure, with market risk appetite clearly declining and overall market sentiment being cautious

- As of March 9, 2026, Hong Kong's major stock indices faced pressure, with the Hang Seng Index falling 2.55% to 25,101.16, and other indices similarly declined.  
- The oil and gas exploration sector gained, with CNOOC up 6.99%, while tech stocks like Tencent and Baidu experienced losses due to high valuation pressures.  
- Investor sentiment remains cautious, heavily influenced by external economic changes, as trading activity focuses on defensive sectors despite overall weak market conditions.

Market Heartbeat

CNOOC

TENCENT

KUAISHOU-W

BABA-W

MNSO

UNITEDENERGY GP

KINGSOFT CLOUD

MENGNIU DAIRY

CHINA OILFIELD

YANCOAL AUS

Hong Kong Stock Market Mid-Review | Hang Seng Index down 2.55%, CNOOC up 6.99%

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00005

On March 9th, during intraday trading of Hong Kong stocks, the three major indices collectively fell, with the Hang Seng Index dropping over 3.1% and falling below the key level of 25,000 points. Overall market sentiment was weak, with the internet and retail sectors leading the decline, and core stocks such as Alibaba and Baidu showing significant losses. In stark contrast, the oil and gas exploration sector surged across the board, with CNOOC rising over 6%, and many industry stocks recording significant gains, indicating a clear intention for capital to seek safety

- As of March 9, major indexes in Hong Kong have collectively declined, with the Hang Seng Index down 3.13% to 24,950.56 points, failing to surpass previous highs.  
- The oil and gas exploration sector rose significantly, with China National Offshore Oil Corporation increasing by 6.46%, while tech stocks like Baidu fell by 5.36%.  
- Overall market sentiment is weak, with investor risk appetite decreasing amid uncertain macroeconomic conditions, affecting liquidity and economic outlook.

JD-SW

HSBC HOLDINGS

CNOOC F03 N3305

CNOOC F13 N2909

Hong Kong Stock Market Update | The Hang Seng Index falls below 25,000 points, while the oil and gas sector rises against the trend by over 6%

TCTZF

BABA

512760

- In early March, Tencent engineers offered free installations of "OpenClaw" at their headquarters in Shenzhen, signaling a push towards integrating AI Agents across devices.  
- This initiative, along with similar efforts by companies like Xiaomi, aims to create a continuous demand for computing power by allowing users to execute complex tasks through AI, generating valuable task trajectory data.  
- The rise of local agents marks a significant shift in how users interact with digital services, potentially changing the landscape of the internet and establishing a new era where AI Agents become the primary interface for task completion.

Wallstreetcn

Tencent Holdings Limited

Alibaba

Tencent

ChinaAMC SSE STAR Semiconductor Material & Equipment Thematic ETF

VanEck Semiconductor ETF

E Fund CSI HK Connect Internet ETF

BABA 2x Long Daily ETF - GraniteShares

ChinaAMC Guozheng Semiconductor Chip ETF

iShares Semiconductor ETF

China Southern CSI Semiconductor Industry Custom ETF

Yinhua MSCI China A ETF

Krne Csi China Internet

Guotai CES Semiconductor Chip Industry ETF

KraneShares 2x Long BABA Daily ETF

Invesco Semiconductors ETF

Hwabao CSI HK Equities Internet ETF

iShares MSCI China

GTJA Allianz CSI All Share Semiconductors & Semiconductor Equipment ETF

Invesco Golden Dragon China

GTJA Allianz SSE STAR Chip Design Thematic ETF

Direxion Semicon Bull 3X

China is stirring up an OpenClaw storm

NVDA

EATZ

NVDL

NVDU

NVDX

Nvidia investors are exploring other stocks they love, including MCD, DIS, and BIDU. The TipRanks Crowd Wisdom tool reveals investor sentiment and buying patterns, indicating what stocks are popular among Nvidia shareholders. This trend highlights the influence of Nvidia's growth and AI dominance on investor behavior.

- The TipRanks Crowd Wisdom tool allows investors to gauge sentiment around specific stocks by observing buying and selling trends among fellow investors.  
- Nvidia (NVDA) has become a popular stock due to its significant growth and AI dominance, prompting curiosity about other stocks purchased by its investors.  
- This tool provides insights into the collective behavior of investors, possibly revealing unexpected interests and trends in the market.

Tip Ranks

NVIDIA

AdvisorShares Restaurant ETF

Invesco Leisure & ENT ETF

GraniteShares 2x Long NVDA Daily ETF

Disney

Direxion Daily NVDA Bull 2X Shares

T-Rex 2X Long NVIDIA Daily Target ETF

McDonald's

What Other Stocks Do Nvidia Investors Love? MCD, DIS, BIDU

During the trading session, the three major indices of the Hong Kong stock market strengthened collectively, with the Hang Seng Index rising by 1.54% and the Hang Seng Tech Index soaring by 3.06%. In terms of sectors, internet content, retail, and hardware sectors led the gains, with leading stocks such as TENCENT, Alibaba, and XIAOMI showing strong performance, significantly boosting market sentiment. Funds are focusing on macro data and policy guidance, with TENCENT temporarily leading in trading volume at HKD 9.82 billion. As of the time of writing, overall trading volume is well-matched, but attention should still be paid to the pressure above

- Hong Kong's market shows a positive trend with the Hang Seng Index up 1.54% to 25,710.46, while the Hang Seng Tech Index and the Enterprise Index also increased.  
- Key sectors include internet content, retail, and hardware, with significant gains from Tencent, Alibaba, and Xiaomi, attracting increased capital.  
- The focus on macroeconomic data such as PMI, retail figures, and external factors like capital flows is influencing market sentiment and investment strategies.

LB Select

XIAOMI-W

LENOVO GROUP

GEELY AUTO

KNOWLEDGE ATLAS

XTALPI

Hong Kong stocks intraday | Three major indices collectively strengthen, with Xiaomi Group and Alibaba leading the gains

Nomura has lowered its target price for Baidu from $196 to $186, maintaining a "Buy" rating. The report points out that Baidu's chip subsidiary Kunlun Chip has performed strongly and is expected to complete its IPO by the end of this year, with revenue reaching 7.6 billion yuan. Despite a 42% growth in AI native advertising, Baidu's advertising revenue is expected to decrease by 6%, with traditional search advertising down 15%. At the same time, the non-GAAP operating profit forecast has been lowered by 2%

AASTOCKS

Nomura lowers Baidu's target price to $186, reiterates "Buy" rating

COTG

ONLN

COST

IBUY

EBIZ

Nineteen analysts have recently evaluated Costco Wholesale (NASDAQ:COST), revealing a mix of bullish and bearish sentiments. The average 12-month price target is $1044.37, down from $1049.89. Key analysts have maintained or adjusted their ratings, with notable actions including BTIG maintaining a 'Buy' at $1115 and Evercore ISI raising to 'Outperform' at $1050. Costco's market capitalization and revenue growth are strong, but its net margin of 2.97% indicates profitability challenges. The company maintains a prudent debt management strategy with a debt-to-equity ratio of 0.27. Investors should consider these insights for informed decision-making.

benzinga_article

Leverage Shares 2X Long Cost Daily ETF

SPDR FD Consumer Staples

ProShares Online Retail

Costco Wholesale

VanEck Retail ETF

iShares US Consumer Staples ETF

Amplify Online Retail ETF

Global X E-commerce ETF

SPDR S&P Retail ETF

Expert Outlook: Costco Wholesale Through The Eyes Of 19 Analysts

Hong Kong stocks closed mixed: the Hang Seng Index rose 0.28% to 25,321.34, the Tech Index fell 0.69% to 4,796.33, and the National Enterprises Index fell 0.38% to 8,451.43. The technology internet and energy sectors weakened, with Alibaba down 2.77% and Tencent down 0.79%, dragging the market; the top trading volumes were Alibaba at HKD 1,811,139.75 thousand, Tencent at HKD 1,216,376.63 thousand, and China National Offshore Oil Corporation at HKD 589,461.73 thousand, with overall sentiment being neutral to cautious

- On March 5, 2026, the three major indices showed mixed results, with a cautious market sentiment and short-term focus on overcoming earlier highs. 
- The Hang Seng Index closed up by 0.28% at 25,321.34 points, while the Hang Seng Tech Index fell by 0.69% to 4,796.33 points, reflecting a pullback from previous highs. 
- Key sectors like oil and gas faced pressure, and major stocks such as Alibaba and Tencent experienced declines, emphasizing an increase in cautious market behavior.

CHK OIL

GIGADEVICE

INNOVENT BIO

JIAXIN INTL RES

COSCO SHIP HOLD

Hong Kong Stock Market Closing | Hang Seng Index rose 0.28%, Tech Index fell 0.69%, AIA Group rose 5.06%

The three major indices of the Hong Kong stock market showed divergence during the trading session: the Hang Seng Index rose slightly by 0.17% to 25,291.29 points, the Hang Seng Tech Index fell by 0.90% to 4,786.12 points, and the National Enterprises Index decreased by 0.44% to 8,446.62 points, all failing to break through their respective recent highs. In terms of sectors, retailers are under pressure, internet content and information show divergence, and oil and gas exploration and production are fluctuating. Among the leaders, Alibaba weakened, Tencent showed weakness, while China National Offshore Oil Corporation strengthened. In terms of trading volume, Alibaba, Tencent, and China National Offshore Oil Corporation are at the forefront, with activity concentrated in heavyweight and energy technology stocks, and market sentiment is cautious

- The Hong Kong stock market shows mixed performance, with the Hang Seng Index slight increase of 0.17% at 25,291.29 points, while the technology sector declines 0.90%.  
- Retail sector faces pressure from earnings reports with Alibaba down 3.16% and JD down 1.07%, indicating sector volatility ahead of reports.  
- Market focus remains cautious amidst macroeconomic indicators, including U.S. Treasury rates and indicators on domestic consumption and trade, with significant activity seen in top energy and technology stocks.

WEICHAI POWER

Hong Kong stock market intraday | The Hang Seng Index rose slightly by 0.17%, the Tech Index fell by 0.90%, and CNOOC rose by 1.11%

As of noon, the Hang Seng Index reported 25,459.66 points, up 0.83%; the Hang Seng Tech Index reported 4,829.29 points, basically flat; the National Enterprises Index reported 8,503.16 points, up 0.23%. The sectors showed divergence, with internet content and information rising, Tencent up 0.49%, Baidu up 1.30%, and Kuaishou up 0.84%; oil and gas exploration and production fell, with China National Offshore Oil down 1.40%; retailers weakened, with Alibaba down 1.15% and JD.com down 0.71%. Funds focused on internet leaders and earnings report events, while oil and gas faced downward pressure

- As of March 5, Hong Kong's major indices showed mixed performance, with the Hang Seng Index at 25,459.66, up 0.83%, indicating continued volatility.  
- Retail stocks fell amid concerns over company events and financial reporting, with Alibaba down 1.15% and JD.com down 0.71%, while the internet sector rallied, led by Tencent and Baidu.  
- Macro factors include Fed policies affecting local liquidity and market valuation, with a focus on tech performance and fluctuating local currencies impacting investor sentiment.

IFBH

NANJING PANDA

SH ELECTRIC

E&P GLOBAL

DONGFANG ELEC

Hong Kong Stock Midday Review | Hang Seng Index up 0.83%, tech stocks strengthen while oil and gas weaken

As of noon, the three major indices of the Hong Kong stock market weakened, with the Hang Seng Index down 2.78% at 25,051.33 points, the Hang Seng Tech Index down 1.96% at 4,780.91 points, and the National Enterprises Index down 2.40% at 8,401.99 points. There is a clear divergence among sectors: the internet content and information sector declined due to the weakness of Chinese concept stocks, with Tencent down 1.57%, Kuaishou down 2.32%, and Baidu down 2.73%; the semiconductor manufacturers sector showed divergence, with Zhaoyi Innovation up 4.91%, while SMIC down 2.00% and Hua Hong Semiconductor down 1.82%; the telecommunications services defensive sector fell slightly. The market is focused on the impact of the Federal Reserve's interest rate cut expectations on HIBOR and the Hong Kong dollar, as well as the potential effects of recent PMI, retail and export performance, southbound capital, earnings season, real estate policies, and transaction factors on risk appetite and sector rotation

- As of noon, Hong Kong's three major indices declined, with the Hang Seng Index falling 2.78% to 25,051.33 points, and the Hang Seng Technology Index dropping 1.96% to 4,780.91 points.  
- The market is influenced by factors such as expectations of a U.S. Federal Reserve interest rate cut and the performance of recent PMI, retail, and export data.  
- Notably, leading tech stocks like Tencent and Alibaba showed significant declines, while some semiconductor stocks, like Zhaoyi Innovation, demonstrated strength amidst overall market volatility.

SMIC

HUA HONG SEMI

CHINA MOBILE

CHINA TELECOM

CHINA UNICOM

Hong Kong Stock Market Midday Review | Hang Seng Index down 2.78%, Hang Seng Tech down 1.96%, Zhaoyi Innovation up 4.91%

Daiwa's research report indicates that Baidu Kunlun Chip's IPO valuation is higher than its peers due to its large revenue scale and strong profitability. Major clients of Kunlun Chip include Tencent, and the management has ensured sufficient chip supply to support future development. The report believes that Baidu's AI business will continue to grow strongly, and the expansion of Apollo Go into international markets will improve profitability. Daiwa reiterates its "Buy" rating on Baidu, with a target price of 175 yuan, and maintains its earnings forecast

SPDR S&P Semicon

Daiwa expects Baidu Kunlun Chip IPO valuation to be higher than peers as AI business momentum continues

The three major indices of the Hong Kong stock market weakened during the session, with the Hang Seng Index falling approximately 2.10% to 25,226.96 points, the Hang Seng TECH Index dropping about 1.34%, and the Hang Seng China Enterprises Index declining around 1.73%. In terms of sectors, retailers, internet content and information, as well as oil and gas exploration and production generally declined. Among the leading stocks, Alibaba -W fell 3.49%, JD.com -SW dropped 3.14%; Tencent Holdings decreased 0.88%, Kuaishou -W fell 2.16%, and Baidu -SW declined 1.79%; in the oil and gas sector, China National Offshore Oil Corporation fell 2.46%, United Energy Group dropped 5.68%, and CNOOC (China National Offshore Oil Corporation) fell 35.96%

- On March 4, the Hong Kong stock market experienced a decline, with the Hang Seng Index falling approximately 2.10% to 25,226.96 points, indicating a pause in upward momentum.  
- Major sectors like retail have shown downward trends due to performance pressures, while the macroeconomic focus remains on variables such as U.S. Federal Reserve rate cut expectations and local economic indicators.  
- Notable stocks include Alibaba, which dropped 3.49%, and Tencent, which fell 1.57%, amidst cautious investor sentiment and uncertainties in their operational management.

YOFC

Hang Seng TECH Index

Hang Seng China Enterprises Index

Hang Seng Index

TRACKER FUND

HSTECH ETF

CSOP HS TECH

HSCEI ETF

Hong Kong stock market intraday | The Hang Seng Index fell by about 2.10%, technology and oil & gas sectors weakened, Alibaba -W dropped by 3.49%

JP Morgan's report indicates that Baidu's stock prices in the US and H shares are expected to rise approximately 85% and 89% respectively from August 2025 to mid-January 2026. Since January 22, 2026, Baidu's stock price has corrected by 24% and 22%, mainly due to a shift in capital style towards other AI companies. JP Morgan believes this correction has created an investment opportunity, with Kunlun Core's long-term profit potential being higher, valued at $40 billion to $49 billion. JP Morgan recommends buying Baidu during weak stock prices, setting a target price of $200 for US shares and HKD 195 for Hong Kong shares, with a rating of "Overweight."

"Big Banks" JP Morgan: Baidu's pullback creates opportunities, Kunlun Core's fundamentals remain unchanged

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.

Alphabet - C

BIDU ADR US

BIDU-SWR

Alphabet

Baidu HK SDR 10to1

Tesla

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

Uber Tech

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...

iQIYI

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

BIDU 4Q25 First Take: the company adopted a new reporting framework this quarter, splitting results into AI biz. and other legacy biz.; AI includes AI infra, AI apps, and AI-native marketing. As the Street is still setting estimates under the old framework, Dolphin Research restores the prior disclosure for comparison, focusing on BIDU only and excluding iQIYI. Overall, the Q4 print was underwhelming. It was not a strong quarter. However, given the prolonged correction, buybacks providing support, and narratives such as Kunlun Chip’s IPO and potential Stock Connect inclusion later this year, we do not expect sustained penalties. On the top line, results were broadly in line with BBG consensus; overall ads slightly missed, and legacy ads were still down 26%, with the timing and pace of recovery uncertain. Cloud and other slightly beat, with cloud infra relatively strong. On opex, GAAP OP came in below expectations due to approx. RMB 700 mn in severance and some bad-debt provisions. Ex these items, lower D&amp;A and headcount optimization improved efficiency, driving Adj. OP to a modest beat. Looking at BIDU’s AI biz. in isolation, performance across the three pillars was mixed. Details follow: 1) Cloud Infra (cloud + compute): given last year’s high base (projects clustered in a short window), QoQ is more relevant. Q4 grew 35% QoQ, a decent trend. 2) AI Apps (incl. Baidu Wenku, Baidu Cloud Drive, and digital employees): flat QoQ. The cloud drive likely remained a drag. 3) AI-native marketing (agents and digital humans): edged lower QoQ; given industry trends, competition likely weighed. Watch the call for color on seasonality and other objective factors. $Baidu(BIDU.US) $BIDU-SW(09888.HK)

Today’s Key News Recap

0226 | Dolphin Research focus: 🐬 Stock 1, $Alibaba(BABA.US). Alibaba Cloud Bailian launched the 'Coding Plan', integrating APIs for four mainstream models — Qwen3.5, GLM-5, MiniMax M2.5 and Kimi K2.5 — making it the only cloud provider globally to offer this combo.Lite plan is priced at RMB 7.9 for the first month and RMB 40 for the second; Pro plan at RMB 39.9 for the first month and RMB 200 for the second, with free model switching. The aim is to lower AI coding barriers through aggressive pricing and full-stack model coverage...

Salesforce

Warner Bros. Discovery

Netflix

Boeing

Duolingo

Coreweave

Dell Tech

Paramount Global

BABA-WR

Alibaba HK SDR 5to1

Vipshops

Alibaba Cloud rolls out dirt-cheap AI coding bundle; JD's 'Billion-yuan Supermarket' reignites subsidy rush | Daily News Recap

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JPBAIDU@EC2606B(26664.HK)

Cathie Wood Is Fueling the U.S.-China AI Race with This 1 Stock Buy

Hong Kong Stock Market Mid-Review | Hang Seng Index down 2.55%, CNOOC up 6.99%

Hong Kong Stock Market Update | The Hang Seng Index falls below 25,000 points, while the oil and gas sector rises against the trend by over 6%

China is stirring up an OpenClaw storm

What Other Stocks Do Nvidia Investors Love? MCD, DIS, BIDU