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Baidu Newsroom
Latest ratings for US stocks | China Merchants (Hong Kong) maintains a Buy rating for Baidu with a Target Price of $146.70.
Cailian Press will regularly compile the ratings and Target Prices of various Brokerages for U.S. stocks and Chinese concept stocks.
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Datacenter construction costs may rise by 20%. Trump's tariffs have dealt a blow to the AI industry in the USA.
① The cost of AI construction not only includes chips, but also requires consideration of Building Materials, cooling equipment, and even backup Generators, all of which are affected by tariffs. ② Altman previously revealed that OpenAI is urgently researching how tariffs will impact the running costs of AI models. ③ "The supply cycle for all core components has long reached 24-36 months," industry insiders expect that the construction costs of Datacenters in the USA may rise by 15%-20%.
China's large model competitiveness report: Alibaba's Tongyi Qianwen commercial basic model ranks first overall in competitiveness.
Jinwu Finance News | International research institution Omdia recently released the "2025 Evaluation Report on Chinese Commercial Large Models". Alibaba (09988) subsidiary Tongyi Qianwen has been rated as a leader for the second consecutive year, ranked first in overall commercial basic model competitiveness, and has topped the list in both core dimensions of model capability and execution capability. Omdia benchmarked 14 major large model suppliers, and the large models from Alibaba, DeepSeek, Baidu (09888), Zhizhi, and Tencent (00700) all received high scores in capability, consistency, and security. Among them,
As the market warms up, Chinese concept stocks are facing a dual choice, and the Hong Kong market may return to being the center of IPOs.
① In the changing landscape of Global trade, Hong Kong, as an international financial center, will welcome a new development scenario, implementing various measures to strengthen its unique market position as a "super connector"; ② Foreign Analysts point out that the delisting risk faced by Chinese concept stocks may lead Hong Kong to become an IPO center once again; ③ It is worth noting that, under the delisting risk for Chinese concept stocks, a choice will be made between returning to the A-share or Hong Kong stock market.
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Analysts' Top Communication Services Picks: Spotify (SPOT), Baidu (BIDU)
Goldman Sachs Warns $2.5 Trillion Sell-Off In The Extreme Event Of US-China Decoupling As Scott Bessent Says 'Everything Is On The Table'
Macquarie Maintains Baidu(BIDU.US) With Hold Rating, Announces Target Price $83
U.S. stocks closed: Technology Industry tariffs postponed, the three major Indexes rose collectively, and Chinese concept stocks surged.
① Large technology stocks showed mixed performance, with Apple increasing by 2.21%; ② China Concept Stocks generally rose, with the Nasdaq China Golden Dragon Index increasing by 3.23%; ③ NVIDIA: is striving to produce AI supercomputers entirely in the USA.
Express News | Shares of Chinese Stocks After the Trump Administration Excluded a Range of Technology Products, Including Consumer Electronics From the 145% Reciprocal Tariffs Bucket. Additionally, Chinese Exports Grew in March
Express News | U.S.-Listed Shares of Chinese Firms Rise Following Domestic Peers After Tariff Relief on Tech Goods
Express News | Alibaba up 6.8%, PDD Holdings up 6.9%, Baidu up 4.2%
Wall Street Bulls Look Optimistic About Baidu Inc. (BIDU): Should You Buy?
Trump's Tariff Backtrack: Tech Giants Set to Surge—Is It Time to Buy?