Baidu, Inc. (BIDU) shares have gained 10% in a month, outperforming the broader Zacks Computer & Technology sector's return of 0.7% and the S&P 500 index’s rise of 1.8%. The company has also outpaced the Zacks Internet-Services industry which lost 2% in the same time frame.China’s search giant has been enjoying some short-term gains of late, thanks to its deepening focus on its Artificial Intelligence (AI) drive and growing generative AI (GenAI) capabilities. Solid momentum in its AI Cloud business is turni ...

[Table_Title] 研究报告 Research Report 陈岢葳 Daisy Chen, CFA 毛云聪 Yuncong Mao 王沈昱 Oscar Wang, CFA 王凯 Kai Wang, CFA daisy.kw.chen@htisec.com yc.mao@htisec.com sy.wang@htisec.com k.wang@htisec.com 姚书桥 Barney Yao 陈昊飞 Haofei Chen barney.sq.yao@htisec.com haofei.chen@htisec.com 25 Sep 2024 百度 Baidu (BIDU US) 阿里云栖大会加速大模型在智能座舱的渗透，利好现存玩家 Alibaba Apsara Conference Accelerates LLMs' Penetration in Intelligent Cockpit, Benefiting Current Players [Table_yemei1] 热点速评 Flash Analysis [Table_summary] (Please see APPENDIX 1 for En ...

China's central bank surprised investors with stimulus measures and said it is planning future interest rate cuts.Chinese stocks rallied today after the People's Bank of China (PBOC), trying to get the Chinese economy out of its recent slump, announced interest rate cuts and better stimulus measures than previously expected.Shares of the artificial intelligence (AI) and search company Baidu (BIDU 6.15%) traded nearly 5% higher, while shares of the shipping platform Full Truck Alliance (YMM 8.09%) rose nearl ...

"We're in an asset bubble, and I can help you navigate it profitably"I am Ahan Vashi, a seasoned investor with professional background in equity research, private equity, and software engineering. I currently serve as the Chief Financial Engineer at The Quantamental Investor, a community pursuing financial freedom through bold, active investing with proactive risk management. TQI was established in July 2022 with a singular mission to make investing simple, fun, and profitable for all investors. In alignmen ...

These stocks all trade at less than 14 times their expected future profits.Investing $5,000 in the stock market can be a significant amount of money if you keep it invested for the very long haul. Suppose you find a good growth stock that rises by an average of 15% over a period of 30 years. In that case, your $5,000 investment would grow to be worth more than $330,000.By no means is every investment going to deliver those types of returns. But it's an important reminder that finding a good growth stock and ...

The past few years have been turbulent for Chinese companies listed on U.S. exchanges. Their stock prices have floundered despite major U.S. indexes reaching new heights. This disconnect is primarily driven by escalating political tensions between the U.S. and China and a lack of clarity regarding China's long-term economic trajectory. Understandably, many investors have opted to steer clear of Chinese companies altogether.However, this widespread aversion presents a compelling opportunity for contrarian in ...

These two leading tech companies are trading close to their multiyear low prices.The last few years have been challenging for Chinese companies, whose stock prices fell despite the indexes hitting new highs.Investors, in general, have concerns about the ongoing political tension between the U.S. and China and the lack of clarity on China's long-term development trajectory in the coming years. Naturally, they avoid Chinese companies.However, such a pessimistic attitude toward these companies captures the int ...

Baidu's stock could be a value trap.The last few years have been challenging for most Chinese companies, with many seeing their market capitalization decline by more than 50%.While most investors shun these Chinese companies, contrarian investors have been busy hunting for good companies that are trading at bargain prices. Baidu (BIDU 0.52%), a leading Chinese technology company, captured investors' attention lately. A combination of low stock prices and the prospects from its newer ventures in areas like a ...

Artificial intelligence (AI) may be all the rage on Wall Street, but no two AI stocks are created equally.Over the last three decades, there's been no shortage of next-big-thing trends that have dangled big dollar signs in front of investors. However, none of these innovations, technologies, or trends have captivated the attention of investors quite like artificial intelligence (AI).What makes the rise of AI so special is the potential for AI software and systems to learn and evolve without human interventi ...

V2images Baidu (NASDAQ:BIDU) reported better than expected second fiscal quarter results on August 21, 2024. China’s Google benefited from modest growth in its core business, especially Baidu Cloud, but also experienced some headwinds in its core digital advertising business due to a challenging macro situation in China. Baidu is still generating a ton of free cash flow for the benefit of shareholders, and I believe the Chinese large-cap tech firm has considerable capital return potential in 2024 and be ...