[Baidu,Inc.(BIDU US,BUY,TP US$116) TP Change]: AI Transforming Search Is a Long and Treacherous Road
Baidu's Q4 results meet expectations, seen as a leader in AI in China with potential for growth, price target lowered to $116 but still rated as a...
1.3k Views
The Big Question: Can Today's AI Surge Last?
Today there's a surge in AI spending, and this has led to a recovery for DRAM makers. This Insight questions where this money is coming from, and...
542 Views
[Blue Lotus Daily - TMT Update]: 700 HK/1810 HK/BIDU/JD/BABA/PDD/1024 HK/3690 HK/WB/4689JP/4755JP
Google's Gemma is an important move for client-side AI; Douyin shifts focus away from takeout; and Temu gains popularity in Japan.
246 Views
[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...
903 Views
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...
425 Views