Shyon
09-08
Baidu’s $BIDU-SW(09888)$ plan to raise billions through yuan-denominated senior unsecured notes is a bold move, especially targeting offshore markets. Though terms aren’t disclosed, it echoes their earlier $3B raise to strengthen cash and fund AI—smart given China’s competitive tech scene, where every advantage matters.

As an underdog to Tencent $TENCENT(00700)$ and Alibaba $Alibaba(09988)$ , this offering could be a turning point. If directed toward research, talent, and infrastructure, it may give Baidu the AI boost it needs. I stay cautiously optimistic, mindful of past struggles but intrigued by the upside.

The AI race in China is intense, and this raise could help Baidu secure a stronger spot. I’ll be watching closely, but I see this as a pivotal chance for them to close the gap and prove their capabilities.

@Tiger_comments @TigerStars

HSTECH Hits 4-Year High! Still Worth Chasing HK Tech Stocks?
Hang Seng Tech Index hits a 4-year high, with its current valuation standing at the 23.9th percentile of the past 5 years. The recent surge was driven by tech giants like Alibaba, Tencent, and NetEase hitting new highs, while Baidu also skyrocketed on positive news. 1. Which Hong Kong tech stock do you think still has room to rally? 2. With global markets hitting record highs, is it finally Hong Kong’s turn? 3. Will a Fed rate cut benefit Hang Seng Tech? 4. And would you choose to buy the stocks directly or go for LEAP calls?
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Comments

  • EVBullMusketeer
    09-09
    EVBullMusketeer
    Baidu's bond play could be their AI slingshot. If execution matches ambition, Tencent better watch their six
    • Shyon: 
      Thanks for sharing your insights
  • ElvisMarner
    09-09
    ElvisMarner
    I'm with you on this! It's a calculated risk that could pay off big for Baidu in the AI race.
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