JP#BAIDURC2610A

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

UBS expects strong AI revenue growth for Baidu in Q1 2026 and adjusts target price

Morgan Stanley Downgrades Baidu's Profit Forecast

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'

ECHO INT HOLD

ASIA TELE-NET

TIAN CHENG HLDG

ABC MULTIACTIVE

FU SHEK FIN

SINO-LIFE GROUP

JIAYUAN SER

GBG HOLDINGS

LOPAL TECH

BIREN TECH

300750

BIDU

09888

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The ChiNext Index rose 2.66% in the first half of trading, with CATL's market value exceeding 2 trillion yuan. The Hang Seng Index climbed 1.4% in the morning session, while the Hang Seng Tech Index gained 3%, and Baidu surged over 8%. The Nikkei 225 and Taiwan Weighted Indexes hit new highs; the AUD/USD pair reached a 46-month high as strong employment data reinforced expectations for an RBA rate hike in May. China's Q1 GDP grew 5.0% year-on-year, industrial value-added output rose 5.7%, and retail sales increased by 1.7%. Real estate development investment fell 11.2%, while housing prices in first-tier cities rose month-on-month. Trump stated that Israeli and Lebanese leaders will hold talks, and the Pentagon is negotiating with major automakers to pivot production toward munitions

Wallstreetcn

CATL

Baidu

BIDU-SW

Pro Ultrshrt Yen

ChiNext

Hang Seng Index

Hang Seng TECH Index

CATL HK SDR 30to1

BIDU-SWR

Morning News Summary

TCTZF

TCEHY

09988

00700

KBAB

BABO

BABX

Credit Suisse expects that the first-quarter profits of Chinese cloud service providers will exceed expectations, with revenues from Baidu Cloud and Alibaba Cloud expected to grow by 40% respectively. Chinese tech stocks rose today, with Alibaba up 4.6%, Tencent up 2.8%, and Baidu up 8.4%. Credit Suisse's analysis shows that AI-driven cloud revenue is accelerating, and logistics and e-commerce performance exceeded expectations, with Baidu's intelligent cloud infrastructure revenue expected to be significantly higher than market consensus. The firm maintains its preferences and rankings across various sub-industries, with Alibaba and Tencent as top picks

AASTOCKS

Tencent Holdings Limited

Tencent

BABA-W

TENCENT

KraneShares 2x Long BABA Daily ETF

YieldMax BABA Option Income Strategy ETF

BABA 2x Long Daily ETF - GraniteShares

Credit Suisse expects that the first-quarter profits of Chinese cloud service providers will exceed expectations, estimating that Baidu Cloud and Alibaba Cloud revenues will increase by 40%

NTES

BABA

The Hang Seng TECH Index intraday gain widened to 3%, with Baidu rising over 7% and Alibaba and NetEase gaining more than 4%

NetEase

Alibaba

NTES-S

Direxion FTSE China Bull 3X

Krne Csi China Internet

Dacheng Hang Seng Technology ETF(QDII)

E Fund CSI HK Connect Internet ETF

Huatai-PB CSOP Hang Seng Technology ETF(QDII)

Hang Seng TECH ETF I

HSTECH ETF

Tianhong Hang Seng TECH ETF(QDII)

ChinaAMC Hang Seng Technology ETF(QDII)

Hwabao CSI HK Equities Internet ETF

CSOP HS TECH

BABA-WR

Alibaba HK SDR 5to1

DBS has maintained a Buy rating on Baidu, Inc. Class A (9888) with a price target of HK$177.00. Analyst Andy Yu CFA, despite an average return of -3.6% and a 30.63% success rate, supports this rating. The overall analyst consensus for Baidu, Inc. Class A is a Strong Buy, with an average price target of HK$167.93.

- Andy Yu CFA from DBS has reaffirmed a Buy rating on Baidu, Inc. Class A, setting a price target of HK$177.00.  
- Yu has an average return of -3.6% and a success rate of 30.63%, covering the Technology sector.  
- The overall analyst consensus for Baidu, Inc. Class A is a Strong Buy, with an average price target of HK$167.93.

Tip Ranks

Vnet

GDS-SW

Intuit

DBS Remains a Buy on Baidu, Inc. Class A (9888)

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The Hang Seng Index opened 0.68% higher, while the Hang Seng Tech Index rose 1.31%. Baidu and NetEase gained over 3%, and Alibaba and JD rose more than 2%

NETEASE MUSIC

JD-SW

JD LOGISTICS

JD HEALTH

KraneShares 2x Long JD Daily ETF

JD.com

JD-SWR

NVDA

ASML

GOOG

GOOGL

OpenAI

GSAT

AVGO

MSFT

AAPL

603020

DXYZ

89888

HBUD

MRVL

AMZN

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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...

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

The CICC report points out that OpenClaw promotes the practical application of AI, driving the growth of computing power demand, and resonating with the performance and prosperity of the cloud computing sector. In the medium to long term, attention should be paid to the real needs of enterprises, the core capabilities of cloud vendors, and the improvement of profit margins. Last year's fourth quarter saw accelerated cloud computing revenue, with strong AI demand, as Alibaba Cloud, Tencent Cloud, and Baidu Cloud generated revenue of 50.9 billion yuan, a year-on-year increase of 26%. Overseas cloud vendors continue to invest heavily, raising concerns about long return cycles. Domestic giants are investing heavily in AI applications, leading to short-term user growth, but retention rates are declining, and a sustainable business model will still take time

CICC

Amazon

Microsoft

Alphabet

Alphabet - C

Oracle

Coreweave

ByteDance

TENCENT-R

Tencent HK SDR 10to1

ORACLE CORP DEPOSITARY SH REP 1/2000TH PFD SER D

In "Major Banks," China International Capital Corporation: OpenClaw drives the implementation of large model practices and the reconstruction of industry business models

CLOU

JP Morgan maintains a "Buy" rating on Baidu-SW with a target price of HKD 195, expecting first-quarter performance to be in line with market consensus, but core advertising revenue is expected to decline by 19%. Growth in AI cloud infrastructure and inference will offset weak advertising, with cloud revenue expected to grow by 28% and AI cloud infrastructure growth at 85%. Market focus shifts to whether Baidu can become a reliable platform for AI infrastructure investment, while lowering earnings per share forecasts for 2026 and 2027 by 14% and 9%, respectively

Global X Cloud Computing ETF

JPMorgan Chase

JPMORGAN CHASE & CO. 4.20% DEP SHS REPSTG 1/400TH PFD SER MM

JPMORGAN CHASE & CO. 6%NON CUM DEP SHS REP 1/400TH PFD SER EE

JPMORGAN CHASE & CO. DEP REP 1/400TH (5.75% NON CUM PFD DD)

JPMORGAN CHASE & CO. 4.625% DEP SH RE 1/400TH INT NO CU PF LL

JPMorgan Chase & Co.

JPMORGAN CHASE & CO. 4.55% DEP SHS REPSTG 1/400TH PFD SER JJ

JPMORGAN CHASE & CO. 4.75 DEP SHS REP 1/400 NCUM PFD SR GG

"Big Banks" JP Morgan: Baidu's quarterly results are expected to be relatively minor, focus on AI cloud infrastructure transformation

Hong Kong stocks opened high with a rise of 295 points, the Hang Seng Index reported 26,168 points, the National Index reported 8,776 points, and the Hang Seng Tech Index reported 4,961 points. Technology stocks led the gains, with Alibaba, Baidu, and JD opening up 4%, 4.9%, and 6% respectively. JP Morgan gave JD an "Overweight" rating with a target price of HKD 148, expecting significant upward potential in earnings. Other technology stocks such as Tencent, Kuaishou, and NetEase also saw increases, while the automotive stock XPeng opened up 4%. Real estate stocks New World Development and MTR Corporation opened up 2.9% and 3%

ISHARESHSTECH

GX HS TECH

Harvest Hang Seng SCHK Technology ETF

"Hong Kong Stocks" The Hang Seng Index opened high, up 295 points, with technology stocks leading the rise, Alibaba, Baidu, and JD all up

00HSI

JD.com rose nearly 6%, Baidu rose nearly 5%. Risk Disclosure and Disclaimer: The market involves risk; investment requires caution. This article does not constitute personalized investment advice and has not considered individual users' specific investment objectives, financial conditions, or needs. Users should consider whether any opinions, views, or conclusions in this article align with their specific circumstances. Investments made based on this content are at the user's own risk

Global X E-commerce ETF

Hang Seng Index Opens Up 1.14%, Hang Seng Technology Index Rises 2.26%

The NASDAQ Golden Dragon China Index initially closed up 2.4%. Among popular Chinese concept stocks, JD.com rose 7.7%, VNET Group gained 6.7%, Baidu increased 5.4%, Canadian Solar climbed 5.1%, WeRide advanced 4%, and Alibaba grew 2.6%. In terms of ETFs, KWEB rose 2.2% and CQQQ rose 2%

NASDAQ Golden Dragon China Index

WERIDE-W

Invesco China Tech

Invesco Golden Dragon China

Roundhill China Dragons ETF

Canadian Solar

WeRide

CSI Solar

UBS lowered the target price for Baidu to RMB 165, expecting that the performance in the first quarter of 2026 will meet market expectations, with revenue growth driven by AI, and anticipating that AI cloud infrastructure revenue will grow by over 40%. Although core advertising revenue is expected to decline by 21% due to the impact of the Lunar New Year holiday, a recovery is expected in subsequent quarters. UBS predicts that core revenue in the first quarter will decrease by 2.4% year-on-year to RMB 24.8 billion, with core non-GAAP operating profit of RMB 3.2 billion and an operating profit margin of 12.9%

UBS lowers Baidu's target price to 165 yuan, with AI cloud infrastructure becoming the main growth driver

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The Hong Kong stock market performed positively, with the Hang Seng Index rising 109 points to 25,770 points at midday. The market was driven by expectations for U.S.-Iran nuclear negotiations and an extended ceasefire, along with better-than-expected import data from the mainland. Baidu's stock price rose nearly 4%, benefiting from strong AI cloud infrastructure revenue and potential dividend news. Other tech stocks like Alibaba and Tencent showed mixed performance, with total trading volume reaching HKD 121.403 billion

POP MART

"Hong Kong Stocks" Hang Seng Index rises 109 points in half a day, Baidu up nearly 4%, POP MART rebounds 6%

- South Korean AI chip startup DeepX is preparing to list its shares domestically and considers a potential U.S. listing afterward.  
- The company, known for its on-device AI chips, collaborates with Hyundai Motor and Baidu.  
- DeepX plans to select banks for its initial public offering following the completion of its funding round in the first half of this year.

Reuters

Korean AI chip startup DeepX prepares public share offering

Today’s Key News Recap

NVIDIA

Globalstar

Broadcom

Apple

Apple Group

Destiny Tech100

Baidu HK SDR 10to1

Marvell Tech

Moutai

Taiwan Semiconductor

GraniteShares 2x Long MSFT Daily ETF

NVIDIA Corporation

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

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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.

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).

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)

JP#BAIDURC2610A(58459.HK)

JP#BAIDURC2610A Stock Performance Chart

Morning News Summary

Credit Suisse expects that the first-quarter profits of Chinese cloud service providers will exceed expectations, estimating that Baidu Cloud and Alibaba Cloud revenues will increase by 40%

The Hang Seng TECH Index intraday gain widened to 3%, with Baidu rising over 7% and Alibaba and NetEase gaining more than 4%

DBS Remains a Buy on Baidu, Inc. Class A (9888)

The Hang Seng Index opened 0.68% higher, while the Hang Seng Tech Index rose 1.31%. Baidu and NetEase gained over 3%, and Alibaba and JD rose more than 2%