🟢 BULLS: Betting big on AI Cloud momentum and ERNIE GenAI enterprise adoption. They need these AI innovations to offset the ongoing weakness in core search advertising. A positive guidance surprise here could spark a massive recovery.
🔴 BEARS: Focused entirely on the sluggish Chinese economic recovery crushing online marketing spend. With EPS expected to drop nearly 47% YoY and revenue barely growing, the macro risks are flashing red.
⚠️ THE VERDICT: There is a 50% probability of a post-earnings fade if AI monetization fails to overshadow the broader macro headwinds in China.
Do you think Baidu's AI growth can outpace China's macro slowdown? 👇
🤖AI-assisted information collection
@Daily_Discussion @Tiger_Earnings @Tiger_comments @TigerObserver @TigerPicks @TigerStars @TigerWire
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.
3
Report
Login to post
- MR_Wu·02-26 17:50Doubt it, mate, macro's too strong for AI to outpace. [吃瓜]1Report