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03.03.26 - 14:01
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China′s AI red-packet battle burns through US$1 billion – but will users stick around? (SCMP)
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In an unprecedented Chinese New Year marketing blitz, Alibaba Group Holding, Baidu, ByteDance and Tencent Holdings spent an estimated 8 billion yuan (US$1.1 billion) to turn their artificial intelligence assistants into household names, according to Morgan Stanley.
Now the dust is settling.
A week after the holiday ended, early data offers a first glimpse into how China's AI landscape is evolving and which players gained lasting traction from the spending spree.
Morgan Stanley said all platforms......
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27.02.26 - 09:30
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Research: BOCI: Baidu 4Q Profit Beats; TP USD172; Rating Buy Kept (AAStocks)
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BIDU-SW (09988.HK) reported a 4% YoY shrinkage in total revenue for 4Q25, with a 5% QoQ increment, aligning with market expectations, BOCI's research report said. Among which, the core A-enabled business revenue amounted to RMB11.3 billion, accounting for 43% of Baidu's core business revenue. Despite expenses exceeding e......
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27.02.26 - 04:00
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Research: Citi Lifts Baidu TP to US$188, Keeps Buy Rating (AAStocks)
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Despite BIDU-SW (09888.HK)'s in-line revenue for 4Q25 and earnings beat, its share price in the US market still fell by over 6%, Citi Research issued a research report saying. This may be due to the absence of the declaration of a first dividend, even though management reiterated expectations to distribute dividends by the e......
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27.02.26 - 03:00
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H Shrs: HSI Opens Up 66 Pts as HSBC and AIA Hike, Baidu Softens Post-Results (AAStocks)
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US stocks jumbled overnight (26th), with the DJIA rising 17 points. Meanwhile, Nvidia's decline weighed the Nasdaq down by 1.2%. After the HSI dived 384 points or 1.4% yesterday, it opened 66 points or 0.3% higher this morning at 26,447. The HSCEI opened up 3 points at 8,817. The HSTECH opened up 7 points or 0.2% at 5,117.I......
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26.02.26 - 15:00
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Baidu touts AI chips′ potential amid sluggish fourth quarter (SCMP)
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Baidu founder, CEO and chairman Robin Li Yanhong touted the performance and potential of artificial intelligence chips developed by its Kunlunxin semiconductor design unit during the fourth-quarter earnings call, offering a rare bright spot in an otherwise lacklustre quarter.
“We're proud to see the market increasingly recognise [Kunlunxin chips'] value and proven performance,” Li said on Thursday.
The Kunlunxin chips are built on a proprietary architecture and deliver “stable, high-performance......
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