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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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26.02.26 - 13:39
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Baidu: Die Zahlen sind da (Der Aktionaer)
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Der chinesische Internetkonzern Baidu hat am Donnerstag seine Quartalszahlen veröffentlicht. Obwohl diese alles in allem die Erwartungen erfüllt haben, fällt die Aktie in erster Reaktion im europäischen Handel um knapp drei Prozent. Ausschlaggebend dafür waren wohl vor allem die Äußerungen zur Chip-Sparte Kunlunxin....
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