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25.06.26 - 18:06
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Forget FXI. The South Korea Fund Beating China’s AI Trade Charges 19% Less (24/7 Wall St.)
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The iShares China Large-Cap ETF (NYSEARCA:FXI) is the default way most U.S. investors play China's AI trade. FXI holds the country's biggest tech names, Alibaba, Tencent, Baidu, Meituan, and JD, which is exactly what investors want when they bet that China's hyperscalers will mirror the U.S. AI capex cycle. The case for owning FXI has ... Forget FXI. The South Korea Fund Beating China's AI Trade Charges 19% Less...
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25.06.26 - 04:15
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Baidu AI Cloud Switches on Baidu Qianfan Token Plan Enterprise Edition (AAStocks)
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Baidu AI Cloud launched an enterprise-level AI productivity subscription service - Baidu Qianfan Token Plan Enterprise Edition - providing enterprises with unified procurement, unified management and unified operation of AI resource services. The offering aims to help enterprises efficiently utilize AI capabilities under a fixed......
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23.06.26 - 05:45
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Research: Citi Opens 30-Day Positive Catalyst Watch on Baidu, Inc. (BIDU.US) (AAStocks)
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BIDU-SW (09888.HK) opened 0.92% higher today (23rd), once reaching a peak of HKD110.5 before retreating. It last stood at HKD105.8, down 2.67%, with a turnover of 2.4472 million shares, involving HKD264 million.Citi recently arranged a US investor meeting for Baidu, Inc. (BIDU.US) management. Despite relatively weak overall inve......
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22.06.26 - 10:01
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Odd Lots: Grace Shao on How Chinese AI is Different (Podcast) (Bloomberg)
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China's AI industry has changed a lot since DeepSeek released its cheap frontier model last year, and briefly sent US tech stocks falling. After being locked out of the most advanced chips, Chinese companies are now allowed to buy some Nvidia H200s. In fact, many of the big Chinese tech companies — like Baidu — are making a push to become full-stack players, with their own chips, models, and cloud infrastructure. Today's guest is Grace Shao, an independent AI researcher and the author of the AI...
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18.06.26 - 12:36
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How Hong Kong is helping China′s carmakers road-test their global smart-car strategies (SCMP)
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At least 14 new smart vehicles – including both right- and left-hand-drive models – are making their debut at the International Automobile and Supply Chain Expo in Hong Kong this week, as Chinese carmakers use the city to gauge overseas demand and showcase their latest technologies.
The launches underscored Hong Kong's growing role as a proving ground for Chinese automotive brands pursuing international expansion.
Industry players ranging from Geely Auto and GAC Group to Baidu described the city......
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