Baidu Inc ADR (BIDU)

$117.53 +0.02 (0.02%)
Market Cap 39.99B
Revenue (ttm) 18.46B
Net Income (ttm) 799.00M
EPS (ttm) N/A
PE Ratio 21.33
Forward PE 17.28
Profit Margin 4.33%
Debt to Equity Ratio 0.25
Volume 1,309,400
Avg Vol 2,596,696
Day's Range N/A - N/A
Shares Out 340.25M
Stochastic %K 80%
Beta 0.56
Analysts Strong Sell
Price Target $171.46

Company Profile

Baidu, Inc. provides internet content, value-added telecommunication-based, internet map, and online audio and video services in the People's Republic of China. It operates in two segments, Baidu General Business and iQIYI. The Baidu General Business segment offers products and services for mobile ecosystem, AI cloud, and intelligent driving. This segment operates Baidu App that enables users to access search, feed, content, and other services through mobile devices; and Haokan, which offers a r...

Industry: Internet Content & Information
Sector: Communication Services
Phone: 86 10 5992 8888
Address:
Baidu Campus, No. 10 Shangdi 10th Street Haidian District, Beijing, China
StockRadars
StockRadars Jul. 12 at 7:14 PM
$BIDU Next stop 200$, when it happens, will happen fast
0 · Reply
ElliottwaveForecast
ElliottwaveForecast Jul. 12 at 10:32 AM
📢 $BIDU Bullish Turnaround Below $100 🌐 Baidu has turned higher from levels under $100. Elliott Wave analysis highlights this reversal as part of a bullish sequence, opening the door for continued upside momentum. Full breakdown 👉 https://elliottwave-forecast.com/stock-market/baidu-bidu-bullish-turnaround-below-100/ #ElliottWave #Trading #Stocks
0 · Reply
FibonacciTrader_
FibonacciTrader_ Jul. 11 at 8:40 PM
$BIDU One of the more interesting reversal charts in the market right now. The weekly structure caught my attention after price reclaimed a key support zone following a breakdown. Failed breakdowns often trap sellers—and that can fuel powerful upside moves if momentum continues. My technical roadmap: Support successfully reclaimed Weekly trend improving Next major upside zone sits around the $150 area if buyers stay in control. One more thing: the classic Head & Shoulders pattern isn't always as bearish as traders think. Historical CMT research has shown failed breakdowns can often lead to strong reversals as short positions get squeezed. I'm watching $BIDU closely. Sometimes the best trades come from failed patterns, not perfect ones.
0 · Reply
Brutus2030
Brutus2030 Jul. 10 at 5:37 PM
$JLHL More volume than $BABA and $BIDU combined!
0 · Reply
bob08
bob08 Jul. 10 at 2:03 PM
$BIDU Is there a war really going on when Iran is playing in the world cup in the United States?
0 · Reply
StockNipsDaily
StockNipsDaily Jul. 10 at 12:32 PM
Love that $JKS dividending time. I had 176 shares on ex-dividend day and got $264 uploaded in the account last night. Solar in China is super cheap right now. $DQ China is general is super cheap right now $BABA $BIDU $JD
1 · Reply
bob08
bob08 Jul. 10 at 2:20 AM
$BIDU Nice!
0 · Reply
breakingbad
breakingbad Jul. 9 at 9:16 PM
$BIDU $KWEB $EWH $CQQQ 💰 Net Cash: $26.8B 🤖 Kunlunxin IPO Stake value: ~$29.5B --->💣 THE POWDER KEG "" Long $BIDU
0 · Reply
breakingbad
breakingbad Jul. 9 at 8:56 PM
🍋 $BIDU =--> the MODERN-DAY BEN GRAHAM NET-NET🦄🍋 $BIDU $KWEB $CQQQ
0 · Reply
realWBuffet
realWBuffet Jul. 9 at 4:31 PM
$BIDU By end of July, this will be $150. It will always be before earnings
0 · Reply
Latest News on BIDU
China accuses US of ignoring Trump, Xi rapport and targeting Chinese firms

2026-07-10T22:44:19.000Z - 1 day ago

China accuses US of ignoring Trump, Xi rapport and targeting Chinese firms

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BABA, JD & BIDU Rally: What's Behind Newfound Strength in Chinese Tech?

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A Look at Baidu Inc (BIDU) After 4.9% Gain -- GF Value $108.67 vs Price $117.62

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A Look at Baidu Inc (BIDU) After 4.9% Gain -- GF Value $108.67 vs Price $117.62

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Global robotaxi market set to hit US$1t by 2040 as China tech costs plummet: Morgan Stanley

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Kuaishou files US$3 billion Kling AI funding round to Hong Kong stock exchange

2026-07-03T03:31:38.000Z - 9 days ago

Kuaishou files US$3 billion Kling AI funding round to Hong Kong stock exchange

A Look at Baidu Inc (BIDU) After 3.9% Decline -- GF Value $108.52 vs Price $113.30

2026-07-03T00:00:58.000Z - 9 days ago

A Look at Baidu Inc (BIDU) After 3.9% Decline -- GF Value $108.52 vs Price $113.30

Baidu Announces Record Date for Extraordinary General Meeting of Shareholders

Jul 2, 2026, 6:49 AM EDT - 10 days ago

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BIDU

Baidu Inc (BIDU) Shares Surge 7.6% -- What GF Score of 82 Tells Investors

2026-06-29T22:50:32.000Z - 12 days ago

Baidu Inc (BIDU) Shares Surge 7.6% -- What GF Score of 82 Tells Investors

Chinese Stocks Rally with Baidu (BIDU) Leading Gains

2026-06-29T21:50:58.000Z - 12 days ago

Chinese Stocks Rally with Baidu (BIDU) Leading Gains

Baidu Stock Jumps -- AI Chip Arm Targets One of Hong Kong's Biggest IPOs

2026-06-29T08:03:36.000Z - 13 days ago

Baidu Stock Jumps -- AI Chip Arm Targets One of Hong Kong's Biggest IPOs

Baidu shares jump as Kunlunxin IPO report fuels AI optimism

Jun 29, 2026, 3:06 AM EDT - 13 days ago

Baidu shares jump as Kunlunxin IPO report fuels AI optimism

BIDU

Baidu's (BIDU) Shares Jump 7% on Kunlunxin's $50B IPO Plans

2026-06-29T06:57:43.000Z - 13 days ago

Baidu's (BIDU) Shares Jump 7% on Kunlunxin's $50B IPO Plans

Baidu Rallies on AI Chip IPO Report

2026-06-29T06:53:45.000Z - 13 days ago

Baidu Rallies on AI Chip IPO Report

Baidu shares jump as Kunlunxin eyes $50 billion Hong Kong IPO amid China AI chip boom

2026-06-29T05:48:40.000Z - 13 days ago

Baidu shares jump as Kunlunxin eyes $50 billion Hong Kong IPO amid China AI chip boom

Baidu shares jump 7% as AI chip arm Kunlunxin said to target $50 billion Hong Kong IPO

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Baidu shares jump 7% as AI chip arm Kunlunxin said to target $50 billion Hong Kong IPO

BIDU

Baidu's AI chip unit Kunlunxin targets $50 billion Hong Kong IPO, The Information reports

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Baidu's AI chip unit Kunlunxin targets $50 billion Hong Kong IPO, The Information reports

BIDU

Baidu Inc (BIDU) Shares Fall 3.5% -- What GF Score of 82 Tells Investors

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Baidu (BIDU) Analyst Boosts Rating with Positive Outlook

2026-06-23T11:29:52.000Z - 19 days ago

Baidu (BIDU) Analyst Boosts Rating with Positive Outlook

Citi opens ‘upside 30-day catalyst watch’ on Baidu

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Is It Worth Investing in Baidu Inc. (BIDU) Based on Wall Street's Bullish Views?

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China adds 10 US firms, including rare-earth miner, to export control list

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China adds 10 US firms, including rare-earth miner, to export control list

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A Look at Baidu Inc (BIDU) After 3.5% Decline -- GF Value $108.21 vs Price $112.72

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Why is China opposing the Pentagon's blacklist of BYD, Alibaba and Baidu?

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Why is China opposing the Pentagon's blacklist of BYD, Alibaba and Baidu?

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Baidu (BIDU) Secures Special Permit for Level 4 Autonomous Operations in Switzerland

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BIDU

Baidu says AmiGo receives special operating permit from FEDRO

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Baidu says AmiGo receives special operating permit from FEDRO

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BIDU

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BIDU

Pentagon expands list of China military-linked firms to include Alibaba, Baidu in fresh blow to diplomatic thaw

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Pentagon expands list of China military-linked firms to include Alibaba, Baidu in fresh blow to diplomatic thaw

BABA BIDU

Pentagon says Alibaba, Baidu, BYD and Unitree support China's military

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Pentagon says Alibaba, Baidu, BYD and Unitree support China's military

BABA BIDU

Alibaba, Baidu named by Pentagon as supporting Chinese military

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BABA HSAI NIO

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BABA BIDU

AVGO, BABA, META, ACHR, BIDU: Cathie Wood Loads Up on AI Tech Pullbacks, Trims Air Taxi Pioneer and Baidu — 6/5/26

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AVGO, BABA, META, ACHR, BIDU: Cathie Wood Loads Up on AI Tech Pullbacks, Trims Air Taxi Pioneer and Baidu — 6/5/26

ACHR AVGO BABA META

Baidu plans to list chip unit in Hong Kong within the year, WSJ says

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Baidu plans to list chip unit in Hong Kong within the year, WSJ says

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BIDU

Baidu price target raised to $140 from $120 at Susquehanna

2026-05-20T11:12:24.000Z - 7 weeks ago

Baidu price target raised to $140 from $120 at Susquehanna

BIDU

BIDU Earnings Beat, AI Growth Surge & Example Options Trade

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BIDU Earnings Beat, AI Growth Surge & Example Options Trade

BIDU

Baidu Earnings Call Transcript: Q1 2026

May 18, 2026, 8:00 AM EDT - 7 weeks ago

Baidu Earnings Call Transcript: Q1 2026

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May 18, 2026, 8:00 AM EDT - 7 weeks ago

Baidu Earnings release: Q1 2026

Baidu Slides: Q1 2026

May 18, 2026, 8:00 AM EDT - 7 weeks ago

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Baidu Profit Tumbles But Stock Pops After Earnings

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BIDU

Baidu's Profit Slides Again Amid Slow AI Payoff

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Baidu's Profit Slides Again Amid Slow AI Payoff

BIDU

Baidu reports Q1 EPS ($1.75) vs. $2.55 last year

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Baidu reports Q1 EPS ($1.75) vs. $2.55 last year

BIDU

Baidu Announces First Quarter 2026 Results

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BIDU

Trump-Xi Summit Ends With Few Breakthroughs. Chinese Stocks Emerge the Winner.

May 15, 2026, 2:15 PM EDT - 2 months ago

Trump-Xi Summit Ends With Few Breakthroughs. Chinese Stocks Emerge the Winner.

BABA BIDU FXI JD KWEB MCHI PDD

Options Corner: BIDU Pops Ahead of Earnings

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Options Corner: BIDU Pops Ahead of Earnings

BIDU

Why are Chinese stocks falling as Trump meets Xi in Beijing?

May 14, 2026, 12:07 AM EDT - 2 months ago

Why are Chinese stocks falling as Trump meets Xi in Beijing?

BABA BIDU FXI JD KWEB MCHI PDD

Baidu Advances Agent Portfolio to Embrace the Agent Era, Champions Daily Active Agents as Key Metric

May 13, 2026, 2:13 PM EDT - 2 months ago

Baidu Advances Agent Portfolio to Embrace the Agent Era, Champions Daily Active Agents as Key Metric

BIDU

Alibaba, Baidu Stocks Have an Epic Week. Why It's Not Just U.S. Tech on a Tear.

May 8, 2026, 7:49 AM EDT - 2 months ago

Alibaba, Baidu Stocks Have an Epic Week. Why It's Not Just U.S. Tech on a Tear.

BABA BIDU

The Big 3: TSM, BIDU & HON

May 7, 2026, 2:01 PM EDT - 2 months ago

The Big 3: TSM, BIDU & HON

BIDU HON TSM

Baidu to Hold Annual General Meeting on June 5, 2026

Apr 30, 2026, 5:00 AM EDT - 2 months ago

Baidu to Hold Annual General Meeting on June 5, 2026

BIDU

China suspends new autonomous vehicle permits after Baidu outage, Bloomberg News reports

Apr 29, 2026, 2:00 AM EDT - 2 months ago

China suspends new autonomous vehicle permits after Baidu outage, Bloomberg News reports

BIDU

China, Gulf Ahead in AI Adoption. These Stocks Could Be Poised for Gains.

Apr 25, 2026, 4:00 AM EDT - 2 months ago

China, Gulf Ahead in AI Adoption. These Stocks Could Be Poised for Gains.

BIDU TCOM YUMC

HERE Technologies and Baidu Maps announce strategic MoU to bring advanced in‑vehicle navigation and intelligent driving map solutions to global automakers

Apr 24, 2026, 9:00 PM EDT - 2 months ago

HERE Technologies and Baidu Maps announce strategic MoU to bring advanced in‑vehicle navigation and intelligent driving map solutions to global automakers

BIDU

Baidu to Report First Quarter 2026 Financial Results on May 18, 2026

Apr 23, 2026, 5:00 AM EDT - 2 months ago

Baidu to Report First Quarter 2026 Financial Results on May 18, 2026

BIDU

Baidu price target lowered to $158 from $177 at Macquarie

2026-04-14T19:00:17.000Z - 3 months ago

Baidu price target lowered to $158 from $177 at Macquarie

BIDU

‘System failure' paralyzes Baidu robotaxis in China

Apr 1, 2026, 5:12 PM EDT - 3 months ago

‘System failure' paralyzes Baidu robotaxis in China

BIDU

Baidu launches driverless ride-hailing service in Dubai via Apollo Go

2026-04-01T13:13:02.000Z - 3 months ago

Baidu launches driverless ride-hailing service in Dubai via Apollo Go

BIDU

Baidu's Apollo Go Commences Fully Driverless Commercial Ride-Hailing in Dubai, Partners with Dubai Taxi Company

Apr 1, 2026, 9:01 AM EDT - 3 months ago

Baidu's Apollo Go Commences Fully Driverless Commercial Ride-Hailing in Dubai, Partners with Dubai Taxi Company

BIDU

Baidu initiated with an Outperform at BNP Paribas

2026-04-01T09:46:47.000Z - 3 months ago

Baidu initiated with an Outperform at BNP Paribas

BIDU

Baidu robotaxis reportedly halted mid-traffic causing crashes in Wuhan, China

Apr 1, 2026, 4:45 AM EDT - 3 months ago

Baidu robotaxis reportedly halted mid-traffic causing crashes in Wuhan, China

BIDU

Baidu's Apollo Go Robotaxis Stall in China's Wuhan

Apr 1, 2026, 3:24 AM EDT - 3 months ago

Baidu's Apollo Go Robotaxis Stall in China's Wuhan

BIDU

Baidu robotaxi outage in Wuhan caused by 'system failure', police say

Apr 1, 2026, 1:14 AM EDT - 3 months ago

Baidu robotaxi outage in Wuhan caused by 'system failure', police say

BIDU

How China is getting everyone on OpenClaw, from gear heads to grandmas

Mar 18, 2026, 4:24 PM EDT - 4 months ago

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BIDU

Baidu joins China's OpenClaw frenzy with new AI agents

Mar 17, 2026, 12:29 PM EDT - 4 months ago

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BIDU

Baidu, Inc. Files Its Annual Report on Form 20-F

Mar 17, 2026, 9:27 AM EDT - 4 months ago

Baidu, Inc. Files Its Annual Report on Form 20-F

BIDU

Chinese stocks could fall by up to 10% if Trump-Xi summit is delayed, Morgan Stanley strategists say

Mar 16, 2026, 10:44 AM EDT - 4 months ago

Chinese stocks could fall by up to 10% if Trump-Xi summit is delayed, Morgan Stanley strategists say

BABA BIDU FXI JD KWEB MCHI PDD

Lobster buffet: China's tech firms feast on OpenClaw as companies race to deploy AI agents

Mar 12, 2026, 5:11 AM EDT - 4 months ago

Lobster buffet: China's tech firms feast on OpenClaw as companies race to deploy AI agents

BIDU

RoboSense Secures Exclusive Design Win for Baidu's Next-Gen Apollo Go Robotaxi

Mar 12, 2026, 12:34 AM EDT - 4 months ago

RoboSense Secures Exclusive Design Win for Baidu's Next-Gen Apollo Go Robotaxi

BIDU

The Big 3: BIDU, JETS, MSFT

Mar 11, 2026, 1:00 PM EDT - 4 months ago

The Big 3: BIDU, JETS, MSFT

MSFT BIDU JETS

Baidu Launches DuClaw, Enables Zero-Deployment Access to OpenClaw

Mar 11, 2026, 8:00 AM EDT - 4 months ago

Baidu Launches DuClaw, Enables Zero-Deployment Access to OpenClaw

BIDU

Alibaba, and Other Chinese Stocks Jump. Beijing Export Boom Defies Trade Tensions.

Mar 10, 2026, 9:32 AM EDT - 4 months ago

Alibaba, and Other Chinese Stocks Jump. Beijing Export Boom Defies Trade Tensions.

BABA BIDU FXI JD KWEB MCHI PDD

Chinese Stocks May Be Bottoming. Alibaba and NetEase Look Attractive.

Mar 6, 2026, 1:17 PM EST - 4 months ago

Chinese Stocks May Be Bottoming. Alibaba and NetEase Look Attractive.

BABA BIDU FXI JD KWEB MCHI NTES

Baidu, Inc. Investigated by the Portnoy Law Firm

Mar 6, 2026, 9:00 AM EST - 4 months ago

Baidu, Inc. Investigated by the Portnoy Law Firm

BIDU

Alibaba, NIO, and Other Chinese Stocks Fall. Why Investors Face a Growth Dilemma.

Mar 5, 2026, 6:06 AM EST - 4 months ago

Alibaba, NIO, and Other Chinese Stocks Fall. Why Investors Face a Growth Dilemma.

BABA BIDU FXI JD KWEB MCHI NIO

Baidu Earnings Call Transcript: Q4 2025

Feb 26, 2026, 7:30 AM EST - 4 months ago

Baidu Earnings Call Transcript: Q4 2025

Baidu Annual report: Q4 2025

Feb 26, 2026, 7:30 AM EST - 4 months ago

Baidu Annual report: Q4 2025

Baidu Earnings release: Q4 2025

Feb 26, 2026, 7:30 AM EST - 4 months ago

Baidu Earnings release: Q4 2025

Baidu Stock Is Falling. The AI Boom Can't Fix This Problem.

Feb 26, 2026, 7:17 AM EST - 4 months ago

Baidu Stock Is Falling. The AI Boom Can't Fix This Problem.

BIDU

Baidu Profit Drops as Revenue Decline Continues

Feb 26, 2026, 4:49 AM EST - 4 months ago

Baidu Profit Drops as Revenue Decline Continues

BIDU

China's Baidu tops quarterly revenue estimates

Feb 26, 2026, 4:04 AM EST - 4 months ago

China's Baidu tops quarterly revenue estimates

BIDU

Baidu Announces Fourth Quarter and Fiscal Year 2025 Results

Feb 26, 2026, 4:00 AM EST - 4 months ago

Baidu Announces Fourth Quarter and Fiscal Year 2025 Results

BIDU

Top Hang Seng Index stocks to watch this week: Alibaba, Baidu, Trip, HSBC

Feb 22, 2026, 12:44 AM EST - 5 months ago

Top Hang Seng Index stocks to watch this week: Alibaba, Baidu, Trip, HSBC

BABA BIDU HSBC

StockRadars
StockRadars Jul. 12 at 7:14 PM
$BIDU Next stop 200$, when it happens, will happen fast
0 · Reply
ElliottwaveForecast
ElliottwaveForecast Jul. 12 at 10:32 AM
📢 $BIDU Bullish Turnaround Below $100 🌐 Baidu has turned higher from levels under $100. Elliott Wave analysis highlights this reversal as part of a bullish sequence, opening the door for continued upside momentum. Full breakdown 👉 https://elliottwave-forecast.com/stock-market/baidu-bidu-bullish-turnaround-below-100/ #ElliottWave #Trading #Stocks
0 · Reply
FibonacciTrader_
FibonacciTrader_ Jul. 11 at 8:40 PM
$BIDU One of the more interesting reversal charts in the market right now. The weekly structure caught my attention after price reclaimed a key support zone following a breakdown. Failed breakdowns often trap sellers—and that can fuel powerful upside moves if momentum continues. My technical roadmap: Support successfully reclaimed Weekly trend improving Next major upside zone sits around the $150 area if buyers stay in control. One more thing: the classic Head & Shoulders pattern isn't always as bearish as traders think. Historical CMT research has shown failed breakdowns can often lead to strong reversals as short positions get squeezed. I'm watching $BIDU closely. Sometimes the best trades come from failed patterns, not perfect ones.
0 · Reply
Brutus2030
Brutus2030 Jul. 10 at 5:37 PM
$JLHL More volume than $BABA and $BIDU combined!
0 · Reply
bob08
bob08 Jul. 10 at 2:03 PM
$BIDU Is there a war really going on when Iran is playing in the world cup in the United States?
0 · Reply
StockNipsDaily
StockNipsDaily Jul. 10 at 12:32 PM
Love that $JKS dividending time. I had 176 shares on ex-dividend day and got $264 uploaded in the account last night. Solar in China is super cheap right now. $DQ China is general is super cheap right now $BABA $BIDU $JD
1 · Reply
bob08
bob08 Jul. 10 at 2:20 AM
$BIDU Nice!
0 · Reply
breakingbad
breakingbad Jul. 9 at 9:16 PM
$BIDU $KWEB $EWH $CQQQ 💰 Net Cash: $26.8B 🤖 Kunlunxin IPO Stake value: ~$29.5B --->💣 THE POWDER KEG "" Long $BIDU
0 · Reply
breakingbad
breakingbad Jul. 9 at 8:56 PM
🍋 $BIDU =--> the MODERN-DAY BEN GRAHAM NET-NET🦄🍋 $BIDU $KWEB $CQQQ
0 · Reply
realWBuffet
realWBuffet Jul. 9 at 4:31 PM
$BIDU By end of July, this will be $150. It will always be before earnings
0 · Reply
bob08
bob08 Jul. 9 at 2:49 PM
$BIDU 10:30 bounce like usual
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breakingbad
breakingbad Jul. 9 at 2:27 PM
$BIDU $BABA $CQQQ $JD $NVDA
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TopTierNewswire
TopTierNewswire Jul. 9 at 4:27 AM
$BABA "Alibaba stock is rallying as its pre-earnings briefing signals AI momentum and improving core business efficiency." - China might be picking back up 🇨🇳 ! Other Chinese names bullish today: $JD $BIDU
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StoneFoxCapital
StoneFoxCapital Jul. 9 at 3:55 AM
$BIDU hidden AI inflection highlighted by chip IPO http://www.outfoxthestreet.com/2026/07/baidu-hidden-ai-inflection.html
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MF__DOOM
MF__DOOM Jul. 9 at 1:58 AM
$BABA $BIDU $JD will be watching $132 could be the high nice job bulls I’m not in today’s AH run into tomorrow but hope it holds for you
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lecorb
lecorb Jul. 9 at 1:50 AM
China consumer $BIDU $BABA $YUMC $WB $DQ & More prices weaken while producer inflation quickens https://www.cnbc.com/2026/07/09/china-cpi-ppi-june-inflation-iran-war-.html?__source=iosappshare%7Ccom.stocktwits.StockTwits.STShareExtension
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MF__DOOM
MF__DOOM Jul. 8 at 10:20 PM
$BABA the worst I could see come eow is $105-102 range but this held I should of kept a hold of my $102 calls at open but can’t time them all perfectly and happy to lock in profit This range stretches all the way to $132 so sky’s the limit for bulls rn I’m not thinking atleast this week we get much much higher but I was wrong about today and thought we would go back to below $105 or touch which neither happened $JD $BIDU
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StockNipsDaily
StockNipsDaily Jul. 8 at 10:11 PM
$BABA $BIDU $YINN all three and many more. Long and strong!🔋
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ElliottwaveForecast
ElliottwaveForecast Jul. 8 at 9:36 PM
$BIDU Baidu shows a bullish turnaround below 100, and structure favors another push higher as long as the pivot holds. Full wave breakdown → https://elliottwave-forecast.com/stock-market/baidu-bidu-bullish-turnaround-below-100/ #BIDU #stocks #elliottwave #trading #priceaction #techstocks
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Lord_Burglekutt
Lord_Burglekutt Jul. 8 at 9:20 PM
$SRXH $37 and returning? 🤑 $OPEN $GME $AMC $BIDU The next great squeeze is upon us. Holy shit balls
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bob08
bob08 Jul. 8 at 7:46 PM
$BIDU Weird day? considering Trump’s one man Iranian war is back on and US stocks getting pummeled.
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SpectrumSigma
SpectrumSigma Jul. 8 at 5:26 PM
China wants those $NVDA GPUs for one reason: cheaper inference economics. If they can use Nvidia hardware, the big AI players in China may need to subsidize token costs less and get to breakeven faster. That changes the math for $BABA and $BIDU around Qwen, Kimi, and the rest of the stack.
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