Confidence in Baidu's Outlook Likely to Grow -- Market Talk

Dow Jones12-08 11:49

0349 GMT - Investors could grow more confident in Baidu's outlook and share-price performance given its growing AI-related revenue and commitment to shareholder returns, Citi analysts say in a research note. Management reiterated Baidu's goal of exploring various shareholder return programs at a Citi event, the analysts say. Baidu thinks that the development of its self-designed chips and integration of heterogeneous domestic resources into unified GPU clusters have enhanced its super-computing capability and mitigated supply risk, the analysts note. Citi opens a 90-day upside catalyst watch on Baidu's ADR as the bank likes the tech giant's continued investment in upgrading its Ernie model and AI agents. ADR last ended at US$125.66.(sherry.qin@wsj.com)

(END) Dow Jones Newswires

December 07, 2025 22:49 ET (03:49 GMT)

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Baidu thinks that the development of its self-designed chips and integration of heterogeneous domestic resources into unified GPU clusters have enhanced its super-computing capability and mitigated supply risk, the analysts note. Citi opens a 90-day upside catalyst watch on Baidu's ADR as the bank likes the tech giant's continued investment in upgrading its Ernie model and AI agents. 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Management reiterated Baidu's goal of exploring various shareholder return programs at a Citi event, the analysts say. Baidu thinks that the development of its self-designed chips and integration of heterogeneous domestic resources into unified GPU clusters have enhanced its super-computing capability and mitigated supply risk, the analysts note. Citi opens a 90-day upside catalyst watch on Baidu's ADR as the bank likes the tech giant's continued investment in upgrading its Ernie model and AI agents. ADR last ended at US$125.66.(sherry.qin@wsj.com) \n</p>\n<pre style=\"white-space: pre\">\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  December 07, 2025 22:49 ET (03:49 GMT)\n</p>\n<p>\n  Copyright (c) 2025 Dow Jones &amp; Company, Inc.\n</p>\n</font>\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU0831093199.SGD","symbol_name":"HSBC GIF MANAGED SOLUTIONS ASIA FOCUSED INCOME \"AM3\" (SGDHDG) INC","start_time":0,"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","article_id":"2589853383","we_media_id":"106","thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2589853383","pubTimestamp":1765165740,"columns":[],"sourceInfo":null,"weMediaInfo":{"media_name":"Dow Jones","introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"summary":"0349 GMT - Investors could grow more confident in Baidu's outlook and share-price performance given its growing AI-related revenue and commitment to shareholder returns, Citi analysts say in a research note. 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Management reiterated Baidu's goal of exploring various shareholder return programs at a Citi event, the analysts say. Baidu thinks that the development of its self-designed chips and integration of heterogeneous domestic resources into unified GPU clusters have enhanced its super-computing capability and mitigated supply risk, the analysts note. Citi opens a 90-day upside catalyst watch on Baidu's ADR as the bank likes the tech giant's continued investment in upgrading its Ernie model and AI agents. 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