Baidu vs. Alibaba: Which Chinese Tech Stock Has More Upside?

Key Takeaways Baidu is scaling enterprise AI using ERNIE models, cloud infrastructure and industry-focused applications.Alibaba Cloud is expanding AI services with Qwen models while facing margin pressure in its cloud business. Baidu trades at a lower forward price-to-sales ratio than Alibaba, pointing to differing valuation levels.Baidu (BIDU) and Alibaba (BABA) are among China’s most established technology conglomerates, operating within the domestic tech sector. AI and cloud computing have become central ...