UBBAIDU@EP2611A

Baidu Intelligent Cloud Leads in Autonomous Driving R&D Solutions Market Share

China Pauses Issuance of New Autonomous Driving Permits Following Baidu Incident

Baidu Adjusts Hierarchical System, Unifying Professional and Management Tracks

Baidu Releases General Intelligent Agent GenFlow4.0 and Upgrades Office Agent

Baidu Wenku and Netdisk Launch General Intelligent Agent 'GenFlow4.0' and Plan to Release Video Editing Agent Capability at Baidu Create Conference

Baidu launches overseas App business and upgrades search AI engine

DeepSeek-V4 Preview Version Officially Launched and Open Sourced

Baidu Qianfan Platform Launches DeepSeek-V4 API Service

Baidu Alliance Launches Overseas App Business with a $100 Million Support Plan

Baidu Launches New AI Search Engine With a 1.6x Increase in Active Users

Baidu Alliance Launches Overseas App Business and Announces $100 Million Support Program

Baidu Investigates and Deals with 144 Dishonest Employees in 2025

BOC International Maintains Buy Rating on Baidu, Predicts Strong AI Performance

Baidu Launches Nebula Plan, Opens Orion AI Engine

UOB Kay Hian Downgrades Baidu's Net Profit Forecast and Adjusts Target Price to HKD 170

Broadcom Establishes Cooperation with Huawei Ascend and Baidu Kunlun to Enhance AI Applications

HTI Maintains Baidu's US Stock Target Price and Rating

DBS Maintains Buy Rating on Baidu A Shares

Baidu Intelligent Cloud Leads in Q1 Domestic Cloud Vendor Model Bid Results

Barclays Analysts Say Baidu's Kunlun Chip IPO Progressing

SOMERLEY CAP

TIANLI HOLDINGS

CPM GROUP

FUTONG TECH

NICHE-TECH SEMI

SINO ICT

COSMOS MACH

UBOT HOLDING

SAMPLE TECH

PERENNIAL INT'L

09888

BIDU

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.

benzinga_article

BIDU-SW

Baidu

Pony AI

PONY-W

WeRide

WERIDE-W

XPeng

XPENG-W

CAOCAO INC

Tesla

BIDU-SWR

China's Robotaxi Race Hits A Safety Pause

TSLA

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

Baidu to Hold Annual General Meeting on June 5, 2026 | BIDU Stock News

StockTitan

Baidu to Hold Annual General Meeting on June 5, 2026 | BIDU Stock News

PONY

- China has suspended issuing new licenses for autonomous vehicles following an incident involving Baidu’s robotaxis in Wuhan.  
- This suspension prevents self-driving companies from expanding their fleets or launching new projects, while Baidu's operations in the city are under investigation.  
- Other firms, such as Pony.ai and WeRide, report that their robotaxi services are operating normally and emphasize the importance of safety in their operations.

Reuters

China suspends new autonomous vehicle permits after Baidu outage, Bloomberg News reports

China Suspends New Autonomous Driving Permits After Baidu Outage - Bloomberg News

Baidu releases anti-corruption and fraud report: In 2025, a total of 144 employees violating laws and disciplines were investigated and dealt with, among whom 33 were handled by judicial authorities in accordance with the law

Wallstreetcn

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.

NVIDIA

Alphabet - C

BIDU ADR US

Alphabet

Baidu HK SDR 10to1

Amazon

NVIDIA Corporation

Today’s Key News Recap

Apr 22 | Dolphin Research Key Watch:🐬 Macro/Sector 1) Trump said the U.S. will extend the ceasefire because of 'serious internal divisions' in Iran, until Tehran presents a unified negotiating plan and concludes talks.This should ease near-term Middle East tensions, supporting more stable oil prices and risk assets. However, core U.S.-Iran differences remain, Iran's stance is still tough, and talks face high uncertainty, so geopolitics risks are not fully cleared.🐬 Stocks 1、$CATL(03750.HK) CATL's 'Super Tech Day' unveiled the 3rd-gen 'Shenxing' ultra-fast charging battery. It delivers 10C-equivalent charging with up to 15C peak rate...

CATL

CATL HK SDR 30to1

BABA-W

BABA-WR

Alibaba HK SDR 5to1

Alibaba

Huawei

Goertek

XIAOMI-W

XIAOMI-WR

Xiaomi HK SDR 2to1

Xiaomi Corporation

SERES

CATL's new battery charges to 100% in 6 min; BABA unveils AI digital human 'Qwen Dimples' | Daily News Recap

0416 | Dolphin Research Focus: 🐬 Macro/Sector 1) The National Bureau of Statistics released China's Q1 2026 macro data today. Preliminary estimates put GDP at RMB 33.42tn, up 5.0% YoY in real terms, at the upper end of the 4.5%-5.0% annual target range.In Mar, national retail sales rose 1.7% YoY. Retail demand remains soft, with signs of further weakening at the margin. See Dolphin Research's take: 'Mar Retail Sales: A Cold Snap in Consumption? How big is the problem'...

TENCENT

Tencent Holdings Limited

Tencent

TENCENT-R

HIKVISION

Netflix

Micron Tech

Samsung Electronics 

Robinhood

Tencent HK SDR 10to1

XL2CSOPHYNIX

XPEV GX flagship debuts; TSLA hits AI5 chip tape-out milestone | Daily News Recap

Apr 15 | Dolphin Research Focus: 🐬 Macro/Industry. 1) Anthropic plans to roll out its next-gen flagship model Claude Opus 4.7 this week, alongside AI-powered design tools for website and presentation design, further strengthening its portfolio and use-case coverage.The move is aimed squarely at OpenAI and Google and will intensify competition among leading LLMs. For Anthropic, cracking inference efficiency and cost control would be pivotal...

ASML

OpenAI

Globalstar

Broadcom

Microsoft

Apple

Apple Group

Destiny Tech100

Marvell Tech

Moutai

Taiwan Semiconductor

GraniteShares 2x Long MSFT Daily ETF

Anthropic may roll out Opus 4.7 as early as this week; NVDA's quantum model targets baryons | Daily News Recap

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.

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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.

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.

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).

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).

☁️ 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)

UBBAIDU@EP2611A(28720.HK)

China's Robotaxi Race Hits A Safety Pause

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

Baidu to Hold Annual General Meeting on June 5, 2026 | BIDU Stock News

China suspends new autonomous vehicle permits after Baidu outage, Bloomberg News reports

China Suspends New Autonomous Driving Permits After Baidu Outage - Bloomberg News