To The Moon

1. What is driving the recent Baidu share surge? Baidu’s stock has rallied sharply in late 2025 and early 2026, driven principally by market reaction to its artificial intelligence (AI) strategy and corporate actions: • The company filed a confidential listing application for its AI chip unit Kunlunxin with the Hong Kong Stock Exchange. This announcement sparked renewed investor interest as the potential spin-off could unlock value in what investors see as a high-growth segment.  • The broader Chinese tech sector, especially AI and semiconductor names, experienced strong gains at the start of 2026 following a series of high-profile IPOs and heightened demand for domestic AI capabilities.  • Analyst activity has been mixed but includes upgrades and increased target prices from som

🌟🌟🌟Hold onto your seats - Chinese Tech Giant $Baidu(BIDU)$  $BIDU-SW(09888)$  just gave the market a massive "New Year's gift".  On January 1 2026, Baidu officially filed for a Hong Kong IPO for its AI chip unit Kunlun.  The reaction?  Baidu's US shares skyrocketed over 12% in a single day, proving that when the "Google of China" starts flexing its semiconductor muscles, the world watches. Is Baidu Undervalued? For years, investors treated Baidu like a dusty old search engine.  But in 2026, it is a full stack AI powerhouse. Analysts believe the Kunlun spin off could value the chip unit at up to USD 28 billion - ar

Baidu's recent rally is not just a short-term headline move. It reflects something deeper that the market has long underestimated. While Alibaba and Tencent dominate consumer ecosystems, Baidu has quietly built the most vertically integrated AI stack in China: chips, models, cloud infrastructure, and now real-world deployment through robotaxis. That matters. The AI Loop Advantage The real winners in AI will not be those with the flashiest models, but those who can close the AI loop: Data → Model → Deployment → Feedback → Better Data Baidu is one of the few Chinese players already doing this at scale. Apollo robotaxis generate real-world driving data. That data feeds Baidu’s models. Those models improve deployment efficiency — lowering unit economics over time. This mirrors Google's early s

$Baidu(BIDU)$ , has gained a surge of 9% in 2025 greatly benefited from the recent AI boom & strong confidence in the investors.  It is commonly known as China's version of Google, having a strong infrastructure + Ai Cloud solutions. No doubt with it's continuous effort in future development, it will lead to greater growth and potential. Rewards : Similar to many analyst, the healthy growth will lead to more growth headroom.  Current indicators also points out the opportunity for $Baidu(BIDU)$  improvement.  Risk: - Market overall seems overvaluated. - AI confidence plays an important role. - Geopolitical tension in China may draw impact. Overall, do i

🌟🌟🌟It is official - the "Google of China" is no longer just a search engine.  $BIDU-SW(09888)$  $Baidu(BIDU)$  is a full stack AI powerhouse.  Following a massive 9% surge at the end of 2025, Baidu has kicked off in 2026 by proving it has the vision to rival the best of Silicon Valley. The "Google Style" AI Loop Yes, Baidu is effectively building its own Google style AI Flywheel.  By launching an integrated Cloud + AI solution that spans from custom Kunlun chips to ERNIE foundation models, Baidu is creating a self sustaining ecosystem where every layer feeds the next. The Backbone:  Baidu's new infrastructure for

Some people still does not have confidence in china stocks. Give it sometimes but it can't surpass Tesla in the short term.

From my perspective, Baidu’s $BIDU-SW(09888)$ 9% surge reflects growing recognition of its AI direction. The “Cloud + AI” launch is meaningful because it’s full-stack—from chips and frameworks to AI Infra and Agent Infra—built for mass deployment. This frames Baidu as an AI infrastructure player, not just an application or search company. The robotaxi angle strengthens the story. Partnerships with Uber and Lyft for UK pilots show Apollo’s global potential. Autonomous driving creates a powerful AI loop: real-world data improves models, better models accelerate deployment, and scale reduces costs. Comparing $Alibaba(0998

$Alibaba(BABA)$ $TENCENT(00700)$ $Baidu(BIDU)$ Baidu's shares just exploded upward, fueled by blockbuster moves in AI infrastructure and autonomous driving that could redefine China's tech dominance. Picture this: a seamless "Cloud + AI" powerhouse tailored for consumer electronics, stacking chips, frameworks, and platforms into a beast ready for massive scale production. This isn't just hype—it's a full-spectrum setup spanning core AI foundations to intelligent agents, primed to crank out efficiencies like never before. 🌟 Now, toss in the game-changer: Uber and Lyft teaming up with Baidu to unleash robotaxi fleets across UK streets come 2026. These aren't dista

Could be better in the future but not promised now.

1. What is driving the recent Baidu share surge? Baidu’s stock has rallied sharply in late 2025 and early 2026, driven principally by market reaction to its artificial intelligence (AI) strategy and corporate actions: • The company filed a confidential listing application for its AI chip unit Kunlunxin with the Hong Kong Stock Exchange. This announcement sparked renewed investor interest as the potential spin-off could unlock value in what investors see as a high-growth segment.  • The broader Chinese tech sector, especially AI and semiconductor names, experienced strong gains at the start of 2026 following a series of high-profile IPOs and heightened demand for domestic AI capabilities.  • Analyst activity has been mixed but includes upgrades and increased target prices from som

🌟🌟🌟Hold onto your seats - Chinese Tech Giant $Baidu(BIDU)$  $BIDU-SW(09888)$  just gave the market a massive "New Year's gift".  On January 1 2026, Baidu officially filed for a Hong Kong IPO for its AI chip unit Kunlun.  The reaction?  Baidu's US shares skyrocketed over 12% in a single day, proving that when the "Google of China" starts flexing its semiconductor muscles, the world watches. Is Baidu Undervalued? For years, investors treated Baidu like a dusty old search engine.  But in 2026, it is a full stack AI powerhouse. Analysts believe the Kunlun spin off could value the chip unit at up to USD 28 billion - ar

🌟🌟🌟It is official - the "Google of China" is no longer just a search engine.  $BIDU-SW(09888)$  $Baidu(BIDU)$  is a full stack AI powerhouse.  Following a massive 9% surge at the end of 2025, Baidu has kicked off in 2026 by proving it has the vision to rival the best of Silicon Valley. The "Google Style" AI Loop Yes, Baidu is effectively building its own Google style AI Flywheel.  By launching an integrated Cloud + AI solution that spans from custom Kunlun chips to ERNIE foundation models, Baidu is creating a self sustaining ecosystem where every layer feeds the next. The Backbone:  Baidu's new infrastructure for

Baidu's recent rally is not just a short-term headline move. It reflects something deeper that the market has long underestimated. While Alibaba and Tencent dominate consumer ecosystems, Baidu has quietly built the most vertically integrated AI stack in China: chips, models, cloud infrastructure, and now real-world deployment through robotaxis. That matters. The AI Loop Advantage The real winners in AI will not be those with the flashiest models, but those who can close the AI loop: Data → Model → Deployment → Feedback → Better Data Baidu is one of the few Chinese players already doing this at scale. Apollo robotaxis generate real-world driving data. That data feeds Baidu’s models. Those models improve deployment efficiency — lowering unit economics over time. This mirrors Google's early s

$Alibaba(BABA)$ $TENCENT(00700)$ $Baidu(BIDU)$ Baidu's shares just exploded upward, fueled by blockbuster moves in AI infrastructure and autonomous driving that could redefine China's tech dominance. Picture this: a seamless "Cloud + AI" powerhouse tailored for consumer electronics, stacking chips, frameworks, and platforms into a beast ready for massive scale production. This isn't just hype—it's a full-spectrum setup spanning core AI foundations to intelligent agents, primed to crank out efficiencies like never before. 🌟 Now, toss in the game-changer: Uber and Lyft teaming up with Baidu to unleash robotaxi fleets across UK streets come 2026. These aren't dista

$Baidu(BIDU)$ , has gained a surge of 9% in 2025 greatly benefited from the recent AI boom & strong confidence in the investors.  It is commonly known as China's version of Google, having a strong infrastructure + Ai Cloud solutions. No doubt with it's continuous effort in future development, it will lead to greater growth and potential. Rewards : Similar to many analyst, the healthy growth will lead to more growth headroom.  Current indicators also points out the opportunity for $Baidu(BIDU)$  improvement.  Risk: - Market overall seems overvaluated. - AI confidence plays an important role. - Geopolitical tension in China may draw impact. Overall, do i

From my perspective, Baidu’s $BIDU-SW(09888)$ 9% surge reflects growing recognition of its AI direction. The “Cloud + AI” launch is meaningful because it’s full-stack—from chips and frameworks to AI Infra and Agent Infra—built for mass deployment. This frames Baidu as an AI infrastructure player, not just an application or search company. The robotaxi angle strengthens the story. Partnerships with Uber and Lyft for UK pilots show Apollo’s global potential. Autonomous driving creates a powerful AI loop: real-world data improves models, better models accelerate deployment, and scale reduces costs. Comparing $Alibaba(0998

Some people still does not have confidence in china stocks. Give it sometimes but it can't surpass Tesla in the short term.

Could be better in the future but not promised now.