Baidu Goes Aggressive China's In AI Price War With Alibaba, DeepSeek
U.S. stocks closed mixed: the three major Indexes showed different trends as investors focused on Technology stock Earnings Reports.
① Most China Concept Stocks rose, with the Nasdaq China Golden Dragon Index up 0.68%; ② IBM announced a 150 billion dollar investment plan; ③ Sony Group is reportedly considering splitting its Semiconductors business; ④ NXP Semiconductors Q1 revenue was 2.84 billion dollars, higher than market expectations.
Will the US Stock Market's Rebound Ignite Your Next Trade?
The enthusiasm for Datacenters has not diminished, but the giants have indeed pressed the "pause button."
Analysis indicates that overall capital expenditure in AI remains strong, and market demand is not retreating but is rather in a "temporary pause." According to McKinsey's forecast, the Datacenter market is expected to maintain a growth range of 20% to 25% over the next five to seven years, although the growth rate will fluctuate year by year.
Is Baidu, Inc. (BIDU) Among the Best Self-Driving Car Stocks to Buy According to Analysts?
BOCOM INTL: It is expected that Baidu Group (09888) will resume year-on-year positive growth in its advertising business in the second half of the year, maintaining a "Buy" rating.
As Baidu's third growth driver, autonomous driving is expected to continue expanding this year.
