JP#BAIDURC2603A

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

Baidu Launches O Plan Project to Enhance AI Features of Baidu App

Baidu Intelligent Cloud Launches OpenClaw Rapid Deployment Solution

Baidu Aims to Partner with HKSAR Government to Promote Intelligent Transportation System Construction

Baidu's RoboTaxi Launches Fully Autonomous Service in Dubai

Baidu Plans 39 Billion Yuan Buyback and Possible First Dividend Payment This Year

WeChat Blocks Baidu Red Envelope Links, Baidu Adjusts to Password Red Envelopes

Baidu Group Plans to Issue First Dividend and Implement Stock Repurchase Plan

Baidu Announces $5 Billion Stock Repurchase Plan

Baidu Qianfan DeepResearch Agent Ranks First in DeepResearch Bench Evaluation

Baidu Apollo launches new version, Jiushi AI gives keynote speech on unmanned logistics vehicles

CLSA Upgrades Baidu to Outperform with a Higher Target Price

Kimi asks Baidu to optimize search results

Baidu Establishes Personal Super Intelligence Business Group to Accelerate AI Age Growth

BOER POWER

WAI CHUN GROUP

HUAYUEXPRESSWAY

ASIA ENERGY LOG

KNOWLEDGE ATLAS

HING LEE (HK)

JH EDUCATION

TBKS HLDGS

SIMPLICITY HLDG

09888

TCOM

BABX

YUMC

BIDU

00241

BABA

KBAB

09988

YINN

The NASDAQ Golden Dragon China Index initially closed down 2.9%. Among popular Chinese concept stocks, Tencent Music initially closed down 10%, Trip.com fell 6%, KE dropped 5.8%, Bilibili, Baidu, CSI Solar, and YUM China fell over 4%, Alibaba dropped 3.4%, Atour rose 1.2%, and Century Internet rose 3.7%

Wallstreetcn

BIDU-SW

Invesco Golden Dragon China

Trip.com

Tencent Music

Global X E-commerce ETF

BABA 2x Long Daily ETF - GraniteShares

Guotai MSCI China A ESG General ETF

YUM China

Roundhill China Dragons ETF

NASDAQ Golden Dragon China Index

Baidu

ALI HEALTH

BILIBILI-W

YUM CHINA

BEKE-W

CSI Solar

Alibaba

KraneShares 2x Long BABA Daily ETF

Yinhua MSCI China A ETF

BABA-W

Bilibili

Direxion FTSE China Bull 3X

TRIP.COM-S

TME-SW

00700

01024

03690

On February 12th, the three major indices of the Hong Kong stock market collectively adjusted, with the Hang Seng Index falling 0.86% to 27,032.54 points, and the Hang Seng TECH Index dropping 1.65%. In terms of sectors, internet and restaurant stocks generally declined, with Meituan falling 4.5%, and Tencent and Baidu both moving lower; SenseTime surged 6.77% against the trend due to capital inflow, and Zijin Mining rose 3.45%. Investors are closely monitoring liquidity indicators such as M3 and foreign exchange reserves, and market sentiment is becoming cautious

- On February 12, Hong Kong stocks closed lower after recent highs, with the Hang Seng Index down 0.86% at 27,032.54 points.  
- Major sectors like internet content and restaurants faced significant declines, illustrating investor caution amid recovery challenges in consumption.  
- The market is focused on macro liquidity and economic recovery indicators, particularly retail sales and unemployment rates, to gauge future economic prospects.

Market Heartbeat

TENCENT

KUAISHOU-W

MEITUAN

HAIDILAO

JD-SW

ILUVATAR COREX

Hang Seng TECH Index

FI2CAMNDQ100

FI CSOP HSI

FI2 CSOP HSI

Meituan

Hang Seng Index

FL2 CSOP HSI

CSOP HS TECH

Hong Kong Stock Market Closing | Hang Seng Index fell 0.86%, losing high ground, Meituan plummeted 4.5% leading the decline in technology and dining sectors, SenseTime surged 6.77% against the trend

On February 12th, the three major indices of the Hong Kong stock market collectively weakened during the session, with the Hang Seng Index falling 0.92% around the 27,000-point mark, and the Hang Seng Technology Index leading the decline with a drop of 1.59%. Affected by concerns over intensified AI competition, internet technology stocks fell broadly, with Tencent Holdings down 2.28%; the catering sector saw a significant pullback, with Meituan dropping 4.73%. Funds focused on AI applications and restructuring concepts, with KNOWLEDGE ATLAS, MiniMax, and others rising against the trend, while BOER POWER surged over 112% due to restructuring expectations. Market sentiment remains cautious, awaiting guidance from macroeconomic data

- On February 12, Hong Kong's three major stock indices declined collectively, indicating cautious market sentiment after hitting peak levels the previous day.  
- The Hang Seng Index fell by 0.92% to 27,014.81, while the Hang Seng Tech Index experienced a 1.59% drop, and the Hang Seng China Enterprises Index decreased by 1.02%.  
- Concerns over intensified competition among AI models affected various sectors, particularly internet content, retail, and restaurant segments, leading to a generally defensive investor mood awaiting further policy guidance.

MNSO

MINIMAX-WP

UNISOUND

Tianhong Hang Seng TECH ETF(QDII)

HSTECH ETF

Huatai-PB CSOP Hang Seng Technology ETF(QDII)

Hong Kong stock market intraday | Hang Seng Tech Index fell 1.59%, with the restaurant and internet sectors experiencing widespread declines, Meituan dropped 4.73%, and BOER POWER surged 112%

TCTZF

During the Spring Festival holiday red envelope battle, giants like Tencent, Baidu, and Alibaba launched cash red envelopes, reaching a record scale. However, payment settlement capability has become a key competitive advantage. Tencent stated that the Spring Festival period is a peak for WeChat Pay transactions, testing system performance and stability. To cope with high concurrent transactions, Tencent has built a multi-center financial-grade data cluster to ensure 99.999% availability and has strengthened its network security protection system to prevent cyber attacks and data breaches

AASTOCKS

Tencent Holdings Limited

Reports indicate that the "red envelope" battle during the Spring Festival tests the clearing and settlement capabilities, with Tencent stating it will strengthen its cybersecurity protection system

Baidu APP announced the integration of the OpenClaw intelligent tool, allowing users to access features such as scheduling, file organization, and code writing with one click through Baidu Smart Cloud. This integration marks the full linkage of the "Baidu ecosystem + local personal assistant" within the Baidu App, and will support ecological products such as search, maps, Baidu Wenku, Baidu Cloud, and iQIYI in the future

Baidu App integrates OpenClaw to connect the entire "ecosystem + local personal assistant" chain

The Nasdaq Golden Dragon China Index initially fell by 0.6%. Among popular Chinese concept stocks, WeRide fell by 5.5%, NetEase fell by 4%, YUM China, Baidu, Tencent, Alibaba, and Meituan all fell by over 1%. XPeng rose by 1.6%, Li Auto rose by 1.8%, Nio rose by 2.1%, BYD rose by 2.8%, and Xiaomi rose by 3.9%

Xiaomi Corporation

NetEase

BYD Company Limited

XIAOMI-W

BYD Company

XPENG-W

BYD COMPANY

XPeng

CLOU

159998

512720

Qianwen's DAU reached 73.52 million on February 7, surpassing Yuanbao's 18.28 million and approaching Doubao's 78.71 million. At the same time, the Qianwen App ranked first on the Apple App Store's free chart for 6 consecutive days

SPDR S&P Software

ISHRS S&P Glb It

Global X Cloud Computing ETF

Proshares Big Data Refiners ETF

iShares US Digital Infrastructure and Real Estate ETF

Global X Data Center & Dgtl Infrs ETF

Comm Servcies Select Sector SPDR

iShares Expanded Tech Software Sector ETF

E Fund CSI HK Connect Internet ETF

Franklin Exponential Data ETF

Krne Csi China Internet

Hwabao CSI HK Equities Internet ETF

Pacer Data & Infrastructure Real Estate ETF

Tianhong CSI Computer Theme ETF

Guotai CSI Computer Theme ETF

Qianwen's DAU reached 73.52 million, matching Doubao

FTXL

SOXX

SSNGY

ByteDance is developing an AI chip and negotiating with Samsung for manufacturing, aiming to produce at least 100,000 units this year. The talks include access to scarce memory chip supplies. ByteDance plans to invest over 160 billion yuan in AI procurement by 2026, with a significant portion for Nvidia chips. The project, codenamed SeedChip, is part of ByteDance's strategy to enhance its AI capabilities across various business sectors. Despite challenges, the company is committed to advancing its AI technology.

Reuters

Invesco Semiconductors ETF

First Trust Nasdaq Food & Semicon

iShares Semiconductor ETF

Samsung Electronics 

ByteDance developing AI chip, in manufacturing talks with Samsung, sources say

Lingqiao's subsidiary, Critical Point, recently completed a new round of financing worth hundreds of millions, led by a major internet company, with participation from top institutions such as BV (Baidu Ventures) and Yunfeng Capital. Industry players like Synstellation Capital and Joyson Electronics also co-invested, while existing shareholders BlueRun Ventures and Hillhouse Capital made additional investments. Critical Point is a new company established after the spin-off from Zhiyuan Robotics, which holds an 80% stake in it

Lingqiao's subsidiary Lingqidian has completed a new round of financing worth hundreds of millions of yuan

UBER

UBRL

UBEW

Baidu and Uber have partnered with Dubai's Roads and Transport Authority to launch the Apollo Go autonomous ride-hailing service in Dubai. Set to debut soon, the service will be accessible via the Uber app in select Jumeirah locations, aligning with Dubai's goal of 25% autonomous trips by 2030. Passengers can choose Apollo Go vehicles when booking Uber rides. This initiative follows previous expansions, including plans for London, and highlights Baidu's commitment to autonomous mobility.

- Baidu, Inc. and Uber Technologies, Inc., in collaboration with Dubai's Roads and Transport Authority, are launching the Apollo Go autonomous ride-hailing service on the Uber platform in Dubai next month.  
- This service will allow passengers to book fully autonomous vehicles via the Uber app, aiming to support Dubai's goal of achieving 25% autonomous trips by 2030.  
- Apollo Go has already completed over 240 million autonomous kilometers globally, highlighting its significant operational scale and readiness for expansion into Dubai.

StockTitan

Uber Tech

GraniteShares 2x Long UBER Daily ETF

Roundhill UBER WeeklyPay ETF

Baidu and Uber Partner to Bring Apollo Go Autonomous Ride-hailing to Dubai in collaboration with Dubai's Roads and Transport Authority | BIDU Stock News

JP Morgan pointed out that the promotion of AI applications during the Spring Festival is just a superficial phenomenon. The market should focus on the structural changes in how consumers obtain information, which will drive the consumption of Tokens into a period of rapid growth. It is expected that from 2025 to 2030, the annual compound growth rate of Token consumption in China will reach 330%. Investors should pay attention to beneficiaries of AI infrastructure, such as Alibaba and Baidu. Major tech companies have adopted different strategies during the Spring Festival to compete for user mind share

- Morgan Stanley highlights that the intense AI application competition among tech giants during the Spring Festival reflects surface-level phenomena, with an underlying structural change in consumer information access and content consumption.  
- The report predicts a significant annual growth rate of approximately 330% in China's Token consumption from 2025 to 2030, driven by a transition from traditional searches to chatbots and AI integration in business practices.  
- As major companies like Tencent, Alibaba, and Baidu implement varied strategies and substantial subsidies, the focus is on establishing sustainable user habits and expanding AI application usage, which could lead to a remarkable increase in Token consumption.

Spring Festival AI battle is just a performance? JP Morgan: Token consumption will enter a period of rapid growth, potentially increasing 370 times in five years!

Featured

Apple

dingdongbell

Current rate of return reached top 50% of users
Calculated based on  your Longbridge (Singapore) A/C

Rate Of Return

This week earnings will tear previous metal apart!

GabyWoon

Total asset size ranks among the top 70% of account holders
Calculated based on  your Longbridge (Singapore) A/C

Total Assets

Current rate of return reached top 90% of users
Calculated based on  your Longbridge (Singapore) A/C

META to the moon! and MSFT will regain some ground

Microsoft

Jusaman

☕️ 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:

Meta Platforms

GraniteShares 2x Long MSFT Daily ETF

Tesla

Direxion Daily TSLA Bull 2X Shares

BIDU-SWR

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

Baidu HK SDR 10to1

TENCENT-R

Tencent HK SDR 10to1

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

BABA-WR

BIDU ADR US

Alibaba HK SDR 5to1

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!

Fed and earnings are in play this week, get ready for a wild ride!

Today’s Key News Recap

0122 | Dolphin Research Focus: 🐬 Macro/Industry 1) Trump announced in Davos that he and NATO Sec.-Gen. Rutte reached a framework on Greenland and the Arctic, centered on access for mineral development and Arctic defense cooperation. Both parties stated that Greenland's sovereignty was not on the table. On that basis, he deferred the tariff hikes on eight European countries that were scheduled for Feb 1.In the near term, this eases US‑EU trade frictions and lowers volatility risk for global supply chains and US/EU export plays. However, it remains only a framework with no implementing clauses, so longer‑term geopolitical and trade uncertainty persists...

AppLovin firmly rejects short-seller report; BIDU debuts ERNIE 5.0 | Daily News Recap

JP#BAIDURC2603A(65058.HK)

Hong Kong Stock Market Closing | Hang Seng Index fell 0.86%, losing high ground, Meituan plummeted 4.5% leading the decline in technology and dining sectors, SenseTime surged 6.77% against the trend

Hong Kong stock market intraday | Hang Seng Tech Index fell 1.59%, with the restaurant and internet sectors experiencing widespread declines, Meituan dropped 4.73%, and BOER POWER surged 112%

Reports indicate that the "red envelope" battle during the Spring Festival tests the clearing and settlement capabilities, with Tencent stating it will strengthen its cybersecurity protection system

Baidu App integrates OpenClaw to connect the entire "ecosystem + local personal assistant" chain