[Baidu, Inc. (BIDU US, BUY, TP US$146)TP Change]: The Commercialization Path of AI Is Becoming Clear
​Baidu's Q4 earnings in line with expectations, slight miss due to marketing costs, cloud revenue strong from AI products, target price cut to $146...
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Xiaocaiyuan International Holding Pre-IPO - Strong Network Expansion and Same Store Sales Growth
Xiaocaiyuan International Holding (XCY HK) is looking to raise up to US$200m in its upcoming HK IPO. In this note, we talk about the company’s...
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[Blue Lotus Technology Sector Update]: LLM Advances Give China and US Both Opportunities
OpenAI, Google and Amazon launched respective AI advances in video LLM (SORA), long text (Gemini 1.5), and text-to-speech (BASE) abilities.We...
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China Consumption Weekly (19 Feb 2024): Ant Group, Great Wall Motor, JD.com, Baidu, Autohome
Overseas traveling recovered strongly during the Chinese New Year. Great Wall Motor’s vehicle deliveries increased by 69% in Jan 2024. JD.com plans...
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[Blue Lotus Daily]:BIDU/1810 HK/BZ/300750 SZ/1211 HK/LI/XPEV/NIO/TCOM/ATAT/3690 HK
​Samsung plans to integrate Baidu's language model into Galaxy S24; EV deliveries show recovery; and travel trips exceed expectations during the...
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