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.
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