Shyon
09-08

Baidu’s $BIDU-SW(09888)$ plan to raise billions through yuan-denominated senior unsecured notes is a bold move, especially targeting offshore markets. Though terms aren’t disclosed, it echoes their earlier $3B raise to strengthen cash and fund AI—smart given China’s competitive tech scene, where every advantage matters.

As an underdog to Tencent $TENCENT(00700)$ and Alibaba $Alibaba(09988)$ , this offering could be a turning point. If directed toward research, talent, and infrastructure, it may give Baidu the AI boost it needs. I stay cautiously optimistic, mindful of past struggles but intrigued by the upside.

The AI race in China is intense, and this raise could help Baidu secure a stronger spot. I’ll be watching closely, but I see this as a pivotal chance for them to close the gap and prove their capabilities.

@Tiger_comments @TigerStars

# HSTECH Hits 4-Year High! Still Worth Chasing HK Tech Stocks?

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  • EVBullMusketeer
    ·09-09
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    Baidu's bond play could be their AI slingshot. If execution matches ambition, Tencent better watch their six
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    • Shyon: 
      Thanks for sharing your insights
      09-09
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  • ElvisMarner
    ·09-09
    I'm with you on this! It's a calculated risk that could pay off big for Baidu in the AI race.
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