Although Baidu has strong AI momentum, it's more volatile and more exposed to short term negative factors.
Alibaba, while less “headline flashy” in some AI dimensions, has made meaningful strides in cloud & infrastructure investment, has a broader base of operations, and seems more likely to weather potential regulatory headwinds.
Valuations for Alibaba still look reasonable.
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.
