From my perspective, Baidu’s $-To The Moon - Tiger Brokers Online Investing Community - To The Moon

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 $Alibaba(09988)$ , Tencent, and Baidu, I think Baidu is closest to a Google-style AI loop in China. Alibaba leads cloud, Tencent dominates social data, but Baidu uniquely links search, maps, cloud, large models, and robotaxis. Since the market still prices it mainly as a search stock, I believe Baidu’s AI upside remains undervalued.

@Tiger_comments @TigerStars @TigerClub

Robotaxis + AI Infra: Is Baidu’s AI Story Underpriced?

Baidu surged 9%. Baidu AI Cloud has launched an integrated “Cloud + AI” solution for the consumer electronics industry, covering everything from chips and frameworks to platforms, aiming to build a full-stack AI infrastructure—spanning AI Infra and Agent Infra—designed for mass production. Meanwhile, U.S. ride-hailing platforms Uber and Lyft announced partnerships with Baidu to pilot robotaxi services in the UK starting in 2026. Is it building Its own Google-Style AI loop? Alibaba, Tencent, or Baidu, who can achieve AI loop first in China? Is Baidu still undervalued?

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","winRationPercentage":61.842105,"tradeVolumeEst":0},"themes":[{"themeId":"8affdf09e6274cb0b30e6582aa8f64e4","categoryId":"7a15628ce2174325bddc6229505e0d70","name":"Robotaxis + AI Infra: Is Baidu’s AI Story Underpriced?","type":0,"rnLink":"https://laohu8.com/RN?name=RNTheme&page=/theme/detail&rndata={\"themeId\":8affdf09e6274cb0b30e6582aa8f64e4}&rnconfig={\"headerBarHidden\": true}","description":"Baidu surged 9%. Baidu AI Cloud has launched an integrated “Cloud + AI” solution for the consumer electronics industry, covering everything from chips and frameworks to platforms, aiming to build a full-stack AI infrastructure—spanning AI Infra and Agent Infra—designed for mass production.\nMeanwhile, U.S. ride-hailing platforms Uber and Lyft announced partnerships with Baidu to pilot robotaxi services in the UK starting in 2026.\nIs it building Its own Google-Style AI loop?\nAlibaba, Tencent, or Baidu, who can achieve AI loop first in China?\nIs Baidu still undervalued?","image":"https://community-static.tradeup.com/news/694c118e8a18c4e543d31961174eac31"}],"images":[{"img":"https://community-static.tradeup.com/news/fb9e6de5c053f206511d2e28bbfd943f","width":"1024","height":"1024"}],"coverImages":[{"img":"https://community-static.tradeup.com/news/fb9e6de5c053f206511d2e28bbfd943f","width":"1024","height":"1024"}],"title":"","html":"<html><head></head><body>From my perspective, Baidu’s <a href=\"https://ttm.financial/S/09888\"> $</a><a href=\"https://ttm.financial/S/09888\">BIDU-SW</a><a href=\"https://ttm.financial/S/09888\">(09888)$ </a>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.\n<p></p>\n<p>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.</p>\n<p>Comparing<a href=\"https://ttm.financial/S/09988\"> $Alibaba(09988)$ </a>, Tencent, and Baidu, I think Baidu is closest to a Google-style AI loop in China. Alibaba leads cloud, Tencent dominates social data, but Baidu uniquely links search, maps, cloud, large models, and robotaxis. Since the market still prices it mainly as a search stock, I believe Baidu’s AI upside remains undervalued.</p>\n<p><a href=\"https://ttm.financial/U/3501196737273098\"> @Tiger_comments </a><a href=\"https://ttm.financial/U/9000000000000149\"> @TigerStars </a><a href=\"https://ttm.financial/U/3527667671414981\"> @TigerClub </a><img src=\"https://community-static.tradeup.com/news/fb9e6de5c053f206511d2e28bbfd943f\" tg-width=\"1024\" tg-height=\"1024\"></p></body></html>","htmlText":"<html><head></head><body>From my perspective, Baidu’s <a href=\"https://ttm.financial/S/09888\"> $</a><a href=\"https://ttm.financial/S/09888\">BIDU-SW</a><a href=\"https://ttm.financial/S/09888\">(09888)$ </a>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.\n<p></p>\n<p>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.</p>\n<p>Comparing<a href=\"https://ttm.financial/S/09988\"> $Alibaba(09988)$ </a>, Tencent, and Baidu, I think Baidu is closest to a Google-style AI loop in China. Alibaba leads cloud, Tencent dominates social data, but Baidu uniquely links search, maps, cloud, large models, and robotaxis. Since the market still prices it mainly as a search stock, I believe Baidu’s AI upside remains undervalued.</p>\n<p><a href=\"https://ttm.financial/U/3501196737273098\"> @Tiger_comments </a><a href=\"https://ttm.financial/U/9000000000000149\"> @TigerStars </a><a href=\"https://ttm.financial/U/3527667671414981\"> @TigerClub </a><img src=\"https://community-static.tradeup.com/news/fb9e6de5c053f206511d2e28bbfd943f\" tg-width=\"1024\" tg-height=\"1024\"></p></body></html>","text":"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 $Alibaba(09988)$ , Tencent, and Baidu, I think Baidu is closest to a Google-style AI loop in China. Alibaba leads cloud, Tencent dominates social data, but Baidu uniquely links search, maps, cloud, large models, and robotaxis. Since the market still prices it mainly as a search stock, I believe Baidu’s AI upside remains undervalued. @Tiger_comments @TigerStars @TigerClub","highlighted":1,"essential":1,"paper":1,"likeSize":13,"commentSize":0,"repostSize":25,"favoriteSize":0,"link":"https://ttm.financial/post/516584220893704","repostId":0,"isVote":1,"tweetType":1,"viewCount":431,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":["09988","09888"],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":true,"length":842,"optionInvolvedFlag":false,"xxTargetLangEnum":"ORIG"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/516584220893704"}