Baidu Set to Benefit From Strong AI Demand -- Market Talk
After Losing 13% in the Past Year, Baidu, Inc. (NASDAQ:BIDU) Institutional Owners Must Be Relieved by the Recent Gain
New Narrative of Hong Kong Stocks AI: Technology Giants "Hunt" Large Models.
① What signals are there as the four major Technology giants collectively push forward in the large model track? ② What highlights are there as Institutions are Bullish about the new developments in domestic large AI products?
U.S. stocks closed: the S&P 500 Index has risen for six consecutive days as investors anticipate Trump to adjust the tariff policy.
① Amazon was forced to terminate the plan to display the impact of tariffs on commodity pages; ② China Concept Stocks fluctuated, and the Nasdaq China Golden Dragon Index fell by 0.3%; ③ Meta released an independent AI application aiming to create a personalized Asia Vets assistant; ④ Starbucks reported a Q2 revenue of 8.8 billion dollars, below market expectations.
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Jianyin International: Baidu Group-SW (09888) lays the groundwork for monetization with its large model, maintaining a Target Price of 101.04 HKD.
The bank has a positive attitude towards Baidu's Global Strategy and recent achievements.
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The market may reach a critical juncture in the short term, with Banks and Electrical Utilities showing repeated activity, and the Technology Sector poised to take off.
Track the entire lifecycle of the main Sector.
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U.S. stocks closed mixed: the three major Indexes showed different trends as investors focused on Technology stock Earnings Reports.
① Most China Concept Stocks rose, with the Nasdaq China Golden Dragon Index up 0.68%; ② IBM announced a 150 billion dollar investment plan; ③ Sony Group is reportedly considering splitting its Semiconductors business; ④ NXP Semiconductors Q1 revenue was 2.84 billion dollars, higher than market expectations.
【Brokerage Focus】Jianyin International maintains Baidu (09888) "outperform Large Cap" rating. The company's AI model has a significant cost advantage.
Jinwu Financial News | Jianyin International Research Reports indicate that at Baidu's 2025 Innovators Conference, Baidu (09888) announced nine important new releases. Highlights include Baidu's latest foundational and local multimodal model ERNIE 4.5 Turbo, as well as its reasoning model ERNIE 4.5 X1 Turbo. According to Baidu, both models perform comparably to leading global and domestic competitors such as DS-V3-0324, GPT-4.5, DS-R1, and OpenAI o1. Like its competitors, Baidu's latest models excel in image detection, video
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The enthusiasm for Datacenters has not diminished, but the giants have indeed pressed the "pause button."
Analysis indicates that overall capital expenditure in AI remains strong, and market demand is not retreating but is rather in a "temporary pause." According to McKinsey's forecast, the Datacenter market is expected to maintain a growth range of 20% to 25% over the next five to seven years, although the growth rate will fluctuate year by year.
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BOCOM INTL: It is expected that Baidu Group (09888) will resume year-on-year positive growth in its advertising business in the second half of the year, maintaining a "Buy" rating.
As Baidu's third growth driver, autonomous driving is expected to continue expanding this year.
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