CTBAIDU@EC2607A

Baidu Announces Strong Q4 Earnings with Robust AI Revenue Growth

Baidu Approved for Up to $5 Billion Share Repurchase Plan

Baidu's RoboTaxi Service Roposo Recorded Over 3.4 Million Orders in Q4 2025

Baidu reports Q4 2025 AI application revenue of 2.7 billion yuan, exceeding 10 billion yuan for the full year

Baidu's Intelligent Cloud Infrastructure Revenue Grew by 34% to 20 Billion Yuan in 2025

Baidu reports adjusted operating loss of 1.3 million yuan in Q4

Baidu Q4 2025 Revenue of 3.27 Billion Yuan

Transport Department Approves 萝卜快跑's Cross-Zone Autonomous Driving Test

Baidu Distributes $4.5 Billion in Red Envelopes for AI Entry War

BIDU-SW to Release FY2025 Q4 Earnings on February 26, 2026, Pre-Market BJT; Forecast Revenue HKD 37 B, EPS HKD 7.3136

Baidu's AI Product Growth During Spring Festival Draws Doubt

Baidu Integrates OpenClaw into Search App to Capture Traffic Bonuses

Baidu's Official E-commerce Skill Launched on ClawHub

Baidu App Announces Support for One-Click Invocation of OpenClaw AI Agents

Baidu Wenxin Assistant Sees a Quadruple Increase in Monthly Active Users and a Burst in AI Function Usage

Baidu App Wenxin Assistant Sees Significant Increase in Active Users and Function Usage During Spring Festival

Baidu's Apollo Go Partners with Uber to Launch Fully Autonomous Ride Services in Dubai

Baidu Launches Global Search and Baidu Encyclopedia International Version to Accelerate Overseas Expansion

BaiduWiki launches international version of Baidu Encyclopedia

Baidu Announces Q4 2025 Earnings Forecast and Business Transformation Progress

CT IND GROUP

KEEN OCEAN

EPI (HOLDINGS)

MOBI DEV

MS CONCEPT

NANFANG COMM

CCOE

HK ENT INTL

IDT INT'L

PUTIAN COMM

BIDU

09888

Baidu's non-GAAP net profit for the fourth quarter was RMB 3.907 billion, a decrease of 41.8%, slightly above the expected upper limit

AASTOCKS

Baidu

BIDU-SW

Baidu's non-GAAP net profit for the fourth quarter was RMB 3.907 billion, a decrease of 41.8%, slightly above the expected upper limit

Baidu Group's fourth-quarter revenue was RMB 32.74 billion, estimated at RMB 32.66 billion. Risk warning and disclaimer: The market has risks, and investment should be cautious. This article does not constitute personal investment advice and does not take into account the specific investment goals, financial situation, or needs of individual users. Users should consider whether any opinions, views, or conclusions in this article are suitable for their specific circumstances. Investment based on this is at one's own risk

Wallstreetcn

Baidu Group's fourth-quarter revenue is RMB 32.74 billion, estimated at RMB 32.66 billion

Baidu's US stock pre-market fell over 3%

CLOU

Feb 26 (Reuters) - China’s largest search engine operator Baidutopped market estimates for quarterly revenue on Thursday, as strong growth in its cloud business helped cushion the hit from persistent weakness in its mainstay advertising business.The company reported total revenue of 32.74 billion yuan ($4.79 billion) for the quarter ended December, compared with analysts’ average estimate of 32.62 billion yuan, according to data compiled by LSEG. ($1 = 6.8395 Chinese yuan renminbi)

- Baidu, China's largest search engine operator, exceeded market revenue estimates for the December quarter.  
- The company reported total revenue of 32.74 billion yuan ($4.79 billion), slightly above analysts' average estimate of 32.62 billion yuan.  
- Strong growth in Baidu's cloud business helped offset ongoing weaknesses in its core advertising segment.

Reuters

Global X Cloud Computing ETF

China's Baidu tops quarterly revenue estimates

NVDA

NFLX

DUOL

CRWV

DELL

PARA

89888

HBUD

09988

89988

HBBD

BABA

VIPS

LKNCY

BA-A

0226 | Dolphin Research focus: 🐬 Stock 1, $Alibaba(BABA.US). Alibaba Cloud Bailian launched the 'Coding Plan', integrating APIs for four mainstream models — Qwen3.5, GLM-5, MiniMax M2.5 and Kimi K2.5 — making it the only cloud provider globally to offer this combo.Lite plan is priced at RMB 7.9 for the first month and RMB 40 for the second; Pro plan at RMB 39.9 for the first month and RMB 200 for the second, with free model switching. The aim is to lower AI coding barriers through aggressive pricing and full-stack model coverage...

Alibaba Cloud rolls out dirt-cheap AI coding bundle; JD's 'Billion-yuan Supermarket' reignites subsidy rush | Daily News Recap

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Hong Kong stocks experienced a collective pullback today, with the three major indices retreating after reaching highs. The Hang Seng Index closed down 1.44%, and the Hang Seng Tech Index plummeted 2.87%. On the market, tech stocks and retail stocks showed weakness, with significant declines in heavyweight stocks like Alibaba and Kuaishou; bank stocks exhibited mixed performance, with HSBC Holdings rising 1.61% against the trend, supporting the market. Funds have not completely withdrawn, as the telecommunications equipment sector was in demand, with NANFANG COMM and MOBI DEV seeing significant price increases. On the macro front, the market is closely monitoring economic data from early 2026 to assess the sustainability of the recovery

- Hong Kong stocks experienced a collective pullback today, with the Hang Seng Index dropping 1.44% to close at 26,381.02 points after recent highs.  
- The Hang Seng Tech Index fell 2.87%, indicating significant profit-taking, while retail and internet sectors also showed declines amid a subdued market mood.  
- Investors are focusing on macroeconomic signals for early 2026, watching GDP growth and inflation rates to assess economic recovery and stock valuation trends.

Market Heartbeat

HSBC HOLDINGS

JD-SW

BABA-W

MNSO

TENCENT

KUAISHOU-W

ICBC

KPM HOLDING

KraneShares 2x Long BABA Daily ETF

Alibaba

Hang Seng Index

ISHARESHSI

Hong Kong Stock Market Closing | The Hang Seng Index fell by 1.44%, the Tech Index plummeted by 2.87%, Alibaba's decline exceeded 3%, and NANFANG COMM surged over 42%

On February 26th, the Hong Kong stock market sentiment turned cautious, with all three major indices retreating. The Hang Seng Index fell by 0.95%, and the Hang Seng TECH Index plummeted by 2.19%. Blue-chip stocks generally weakened, with Alibaba and Tencent Holdings dropping by 2.9% and 1.82%, respectively. The funding situation showed a clear divergence, with the demand for AI computing infrastructure driving the communication equipment sector to rise against the trend, as YOFC surged over 4%. The current market is in the pullback confirmation phase after a breakout, with macro-level attention focused on liquidity verification and signals of domestic demand recovery

- On February 26, Hong Kong stocks declined across all major indices, reversing previous gains due to profit-taking and cautious investor sentiment.  
- The Hang Seng Index fell 0.95% to 26,511.22 points, with significant losses in technology stocks, while communication equipment firms saw gains driven by AI infrastructure demand.  
- Market liquidity and domestic consumption recovery remain key focuses for investors, monitoring M3 money supply and retail sales for insights into economic resilience.

YOFC

DONGFANG ELEC

ILUVATAR COREX

FIT HON TENG

Tencent Holdings Limited

ALI HEALTH

CSOP HS TECH

Fullgoal CSI Communication Equipment Thematic ETF

Hang Seng TECH Index

Hong Kong Stock Market Update | The Hang Seng Index fell 0.95%, Alibaba dropped 2.9%, while the communication equipment sector surged against the trend

As of noon on February 26, Hong Kong stocks showed weakness across the three major indices, with the Hang Seng Index down 0.39% and the Hang Seng Tech Index falling 1.65%, leading the decline. In terms of sectors, retail and technology stocks generally retreated, with Alibaba down 2.09% and Kuaishou down 2.41%; the telecommunications equipment sector performed strongly against the trend, with Yangtze Optical Fibre and Cable rising 4.65% and Cambridge Technology up 5.02%. The market experienced a technical adjustment after reaching a peak, focusing on the endogenous momentum of economic recovery, with investment sentiment becoming cautious

- The Hong Kong stock market saw a collective decline in the main indices after reaching a peak, with the Hang Seng Index closing at 26,661.2 points, down 0.39%.  
- The technology sector led the decline, with the Hang Seng Tech Index falling 1.65%, attributed to significant technical corrections from recent highs.  
- While retail stocks fell, communication equipment stocks increased, driven by optimism around digital infrastructure policies.

FULUM GP HLDG

ZIJING INTL FIN

SINOPHARM TECH

Hong Kong Stock Market Mid-Review | Hang Seng Tech Index fell 1.65%, communication equipment stocks rose against the trend, Changfei Fiber increased by 4.65%, Alibaba dropped by 2.09%

The three major Hong Kong stock indices collectively adjusted during the session, with the Hang Seng TECH Index leading the market decline, down 1.57%. In terms of sectors, retailers, internet, and building materials sectors generally weakened, with heavyweight stocks under significant pressure. In terms of individual stocks, Alibaba fell 2.43%, Kuaishou dropped 2.56%, and CONCH CEMENT plummeted 7.19%. Market sentiment is becoming cautious, closely monitoring expectations for Federal Reserve policy and data on the recovery of the mainland economy

- The Hong Kong stock market experienced a collective decline, with the Hang Seng Index dropping 0.58% to 26,609.88 points as profit-taking pressure hindered further gains.  
- Notable declines were seen in the Hang Seng Tech Index and the Hang Seng China Enterprise Index, reflecting a cautious market sentiment amid concerns over economic recovery and the performance of various sectors.  
- Key stocks related to retail and construction suffered significant losses, while select small-cap stocks experienced sharp increases, indicating volatility and market speculation.

CONCH CEMENT

CNBM

WESTCHINACEMENT

MICROWARE

Dacheng Hang Seng Technology ETF(QDII)

Tianhong Hang Seng TECH ETF(QDII)

ChinaAMC Hang Seng Technology ETF(QDII)

HSTECH ETF

Harvest Hang Seng SCHK Technology ETF

Hang Seng TECH ETF I

Huatai-PB CSOP Hang Seng Technology ETF(QDII)

Hong Kong stock market intraday | Hang Seng Tech Index down 1.57%, Alibaba down 2.43%, CONCH CEMENT down 7.19%

Baidu, Inc. announced its unaudited financial results for Q4 and FY 2025, highlighting a pivotal year as AI became central to its strategy. Key achievements include Q4 revenue from AI-powered business exceeding RMB 11 billion, a 6% sequential growth in total revenue, and a positive operating cash flow of RMB 3.9 billion in H2 2025. The company also introduced a $5 billion share repurchase program and its first dividend policy. Apollo Go, Baidu's autonomous ride-hailing service, expanded globally, achieving over 20 million rides. Baidu's commitment to sustainability was recognized in the S&P Global Sustainability Yearbook 2026.

- Baidu, Inc. reported its financial results for Q4 and FY 2025, highlighting a revenue increase of 6% to RMB 32.7 billion, driven by a surge in its AI-powered business.  
- Key achievements include over RMB 11 billion in revenue from its AI business in Q4 and a positive cash flow of RMB 3.9 billion in H2 2025.  
- The company initiated a US$ 5 billion share repurchase program and launched its first-ever dividend policy, marking significant strategic developments.

StockTitan

Baidu Announces Fourth Quarter and Fiscal Year 2025 Results | BIDU Stock News

Today’s Key News Recap

Salesforce

NVIDIA

Warner Bros. Discovery

Netflix

Boeing

Duolingo

Coreweave

Dell Tech

Paramount Global

BIDU-SWR

Baidu HK SDR 10to1

BABA-WR

Alibaba HK SDR 5to1

Vipshops

Luckin Coffee

Block

BOEING CO 6% DEP SHS RE 1/20TH PFD MAN CNV SR A

In today’s pre-mkt summary for Subscribers: Stocks declined amid uncertainty over new 15% global tariffs following the Supreme Court's invalidation of President Trump’s emergency levies, with added pressures from Trump’s Middle East military buildup against Iran and a severe blizzard impacting the NYC area. Gold and silver advanced and #btc stabilized after dipping below $65K. This is a pivotal week featuring Trump’s State of the Union Tuesday and $NVIDIA(NVDA.US) earnings Wednesday. We maintain our view that equities will go to new highs as cooling inflation and decelerating employment growth boost prospects for faster Fed easing, with money markets pricing two cuts by year-end, with the first likely by July. 2026 S&amp;P 500 EPS growth is projected to grow +12% YoY to $310, which implies a forward P/E of 22.3x. This implies a 4.5% earnings yield, a +40bp premium to 10yr yields, aligning with non-recessionary historical norms. On $Tesla(TSLA.US), the narrative of its unique path to generalized unsupervised autonomy has eroded as $Alphabet - C(GOOG.US), $Baidu(BIDU.US), $WeRide(WRD.US), $Pony AI(PONY.US), and $Amazon(AMZN.US) scale to 750K paid unsupervised autonomous rides weekly without safety monitors, while $NVIDIA(NVDA.US)’s decision to open its AI chips/software stack to other OEMs starting 1H 2026 effectively democratizes unsupervised autonomy.

WeRide

BIDU ADR US

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Tesla

In today’s pre-mkt summary for Subscribers: Stocks rose as sentiment improved after yesterday’s volatile session, with traders awaiting today’s release of minutes from the Jan 27-28 Fed meeting for clues in the Fed’s forward rate path. 10yr Treasury yields rose and precious metals recovered. We continue to expect equities to reach new highs as cooling inflation and slowing employment growth raise the odds of earlier Fed rate cuts, with money markets pricing in two cuts by year-end. We see stocks as neither under- or over-valued: 2026 S&amp;P 500 EPS growth of +12% implies a forward P/E of 22.1x (4.5% earnings yield) and a ~50bp premium to 10-year Treasuries, consistent with historical non-recessionary norms. We remain cautious on $Tesla(TSLA.US) as the bull case for TSLA being the only one to solve for general unsupervised autonomy continues to weaken with $Alphabet - C(GOOG.US), $Baidu(BIDU.US), $WeRide(WRD.US), $Pony AI(PONY.US), and $Amazon(AMZN.US) completing 750K paid unsupervised rides per week, and $NVIDIA(NVDA.US) about to offer its full autonomy stack to OEMs starting 1H 2026, which we believe will democratize unsupervised autonomy.

That's right. Good companies won't be affected much. Most of their business is in China. Happy Chinese New Year.

2026 Resolution-Trade like professional . Do not FOMO. Keep more cash.

XIAOMI

Fattycat

BABA Diamond Holder

BABA Return Rate

上週末，趁着國內臨近春節，美國又耍了個&#34;小手段&#34;，其國防部一度宣佈將包括阿里、百度、比亞迪在內的多家公司納入 Chinese Military Companies、即 CMC 清單。導致阿里等受影響的公司股價盤前一度跳水，但隨後美國防部又 “玩鬧式” 地迅速將此公告撤回了，相關公司最後也收回了大多數跌幅。實際上，美國的這種 “小手段” 已用過多次，海豚君在此前的《中概退市：這次 “狼真會來”？別怕，不是末日！》中有過比較詳細的討論，多少有些見怪不怪了。首先，被納入 CMC 清單的直接影響只是 -- 被禁止與美國國防部及其相關方進行合作往來，但不會直接影響美國資金投資於 CMC 清單內的企業，和直接影響民間的生意往來。只有被納入 “升級版” 的 NS-CMIC 清單內的企業才會被直接禁止美國資金對其進行投資，進而對相關公司股價產生實際性影響。但該 “NS-CMIC” 名單自 21 年 12 月後就再無更新。此前，小米和騰訊也曾短暫被納入國 CMC 清單，但隨後經過上述或溝通都被移出了清單，短暫的恐慌性下跌反而給了不錯的入場機會。結合這個小動作的時間節點，和發佈後又立刻撤回的操作，海豚君當前傾向於這更多隻是美國趁着國內喜慶過年時故意 “噁心”、並試探一下中方政府的態度，為特朗普可能在 4 月的訪華談判上一些籌碼。綜上，海豚君目前覺得大概率不會有什麼實質性的影響，但也不能排除之後美國不會又再有拉扯，把撤回的公告再發布出來，保持關注吧。$Alibaba(BABA.US) $Baidu(BIDU.US)

Xiaomi HK SDR 2to1

XIAOMI-W

XIAOMI-WR

Xiaomi Corporation

Featured

☕️ Grab your coffee, investors. This week is stacked with events that could define the market's direction for the quarter. From central bank whispers to tech earnings fireworks and a record-breaking IPO, here’s your essential rundown:

Apple

Meta Platforms

Microsoft

GraniteShares 2x Long MSFT Daily ETF

Direxion Daily TSLA Bull 2X Shares

Tencent

Sandisk

Western Digital

Western Digital - WI

Sandisk - WI

Apple Group

Jiangsu Azure Corporation

🔥 Market Weekly Preview: Fed, Tech Giants & A Sizzling IPO | Jan 26 - Jan 30, 2026

TENCENT-R

Tencent HK SDR 10to1

Compared to BIDU's AI hype, BABA feels undervalued, anyone thinks so?🤔

Gold continues to be bullish, you can continue to hold and add positions

股市江湖故事会

Gold is on a wild run, rallying like nobody’s business. And that USD against SGD has weaken to below 1.27. Level. Total madness.With the Fed meeting coming up this week, the statement will be crucial and closely watched by the market. Stay safe and vigilant.😁

The impact on tech stocks won't be too significant

It's gona be a wild week folks, stay seated with your seat belt fasten!

Regardless of fed or earnings, stay invested and ignore the noise!

CTBAIDU@EC2607A(25262.HK)

Baidu's non-GAAP net profit for the fourth quarter was RMB 3.907 billion, a decrease of 41.8%, slightly above the expected upper limit

Baidu Group's fourth-quarter revenue is RMB 32.74 billion, estimated at RMB 32.66 billion

Baidu's US stock pre-market fell over 3%

China's Baidu tops quarterly revenue estimates

Alibaba Cloud rolls out dirt-cheap AI coding bundle; JD's 'Billion-yuan Supermarket' reignites subsidy rush | Daily News Recap ---