Thanks to the power of policy, China's leading search engine and artificial intelligence (or 'AI') company, Baidu ( OTC:BAIDF ) (NASDAQ: BIDU ), along with the rest of the Chinese market, has gone vertical in recent weeks.Analyst’s Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (ot ...

Baidu Inc. (BIDU) shares ended the last trading session 9.1% higher at $102.56. The jump came on an impressive volume with a higher-than-average number of shares changing hands in the session. This compares to the stock's 14.2% gain over the past four weeks. Baidu extended its rally, driven by the latest stimulus measures announced by the People's Bank of China to boost the troubled domestic economy of China. The measures include interest rates cut which would reduce borrowing costs and prevent scores of de ...

Top Chinese officials are indicating further support for the Chinese economy after implementing new stimulus measures earlier this week.Another day and more news about Chinese stocks. The group ripped higher after Chinese leaders pledged further support for the Chinese economy following an unexpected meeting Thursday.Shares of the fast food company Yum China (YUMC 14.82%) surged as much as 20% this morning before giving away some of those gains. Meanwhile, shares of the e-commerce company PDD Holdings (PDD ...

[Table_Title] 研究报告 Research Report 26 Sep 2024 百度 Baidu (BIDU US) 百度云智大会 2024: 大模型的产业落地实践经验分享 Baidu AI Cloud Summit 2024: LLM Empowering Industries Best Practice Sharing 陈岢葳 Daisy Chen, CFA 毛云聪 Yuncong Mao 姚书桥 Barney Yao 陈昊飞 Haofei Chen, PhD daisy.kw.chen@htisec.com yc.mao@htisec.com barney.sq.yao@htisec.com haofei.chen@htisec.com [Table_yemei1] 热点速评 Flash Analysis [Table_summary] (Please see APPENDIX 1 for English summary) 事件 2024 年 9 月 25-26 日，百度云智大会 2024 联合英特尔在北京召开，百度智能云分别针对算力、模型、AI 应用发布了 最新的产品和进展，全面升级百舸 ...

点击蓝字 关注我们 免重 责要 招商银行全资附属机构 百度（BIDU US， 买入， 目标价：180.50美元）：2024云智大会：进一步推动大模型产业化落地 我们参加了百度于25-26日举办的2024云智大会。针对算力、模型、AI应用三个方面，百度升级百舸AI异构计 算平台4.0、千帆大模型平台3.0两大AI基础设施，并升级智能客服（客悦）、代码助手（文心快码）、数字人 （曦灵）三大AI原生应用产品，进一步推动大模型产业化落地、赋能企业生产力效率提升从而提升云业务的用 量并获取大模型时代增量的变现机会。我们看好百度云业务在GPU时代的增长前景，基于较为领先的基础设施 架构及技术实力、受益于GPU云业务营收持续起量、及基于GPU云服务交叉销售CPU云服务，百度云业务营收 增速有望稳步恢复、利润率水平有望受益于规模效应扩大及相对较高利润率GPU云业务营收占比提升而持续提 升。我们基于SOTP的目标价对百度的估值为每ADS 180.5美元，其中云业务的估值为每ADS 32.2美元，占比 目标估值17.8%。维持买入评级。 本档仅供参考，投资者应仅依赖此发售之发行通函所载资料作出投资决定。版权归招银国际及相关内容提 ...

2024 年 9 月 26 日 招银国际环球市场 | 睿智投资 | 公司更新 百度 (BIDU US) | --- | --- | --- | --- | |-------|----------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- ...

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 ...