BIDU(US:BIDU) 智通财经网·2025-12-30 14:10Group 1 - Baidu's stock rose by 5% to $133.15 following the announcement of a deep collaboration with autonomous vehicle company New Stone, integrating high-precision map services into its logistics platform [1] - New Stone's autonomous vehicles utilize self-developed BEV algorithms and 4D One Model architecture, achieving L4 level autonomous driving in complex road environments, with applications in logistics, retail, and medical delivery [1] - Morgan Stanley noted a fundamental shift in Baidu's investment narrative, transitioning from traditional search advertising to becoming an AI infrastructure provider, driven by advancements in AI and the commercialization of Kunlun chips [1] Group 2 - Morgan Stanley predicts a significant growth in Baidu's Kunlun chip revenue, estimating an increase from approximately 1.3 billion RMB in 2025 to 8.3 billion RMB in 2026, reflecting a sixfold growth due to strong demand for AI hardware [2] - Analysts forecast that Baidu's cloud business revenue will grow by 61% year-on-year in 2026, positioning it as a key pillar for new growth [2]