BIDU-SW Surges Over 7% in Morning Trading as AI Ecosystem Value Accelerates

Deep News11:31

BIDU-SW (09888) rose more than 7% before noon. As of the latest update, the stock was up 6.99%, trading at HKD 122.50 with a turnover of HKD 1.01 billion.

The Create 2026 Baidu AI Developer Conference has been officially scheduled for May 13-14 in Beijing, under the theme "All in One." This year's event, with the theme "All in One," marks the first time the "Create Baidu AI Developer Conference" and the "Cloud Intelligence Summit" are combined into one. It will centrally showcase three core highlights: breakthroughs in Baidu Intelligent Cloud's AI Infra and Agent Infra technologies, the "Super Individual" productivity toolchain, and the full-scenario intelligent experience of the Lobster product family.

Huaxin Securities noted that the company's Q4 2025 financial report clearly demonstrates the results of its "AI-Core" strategy. The AI business not only showed fast revenue growth but also contributed over 40% of total revenue, becoming the primary engine for growth. J.P. Morgan also believes that market focus has shifted from traditional search monetization to whether Baidu can become a reliable listed platform for AI infrastructure investment through its AI Cloud and Kunlun Chip offerings.

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