🚀 Baidu Rockets as Kunlun Chip Files for HK Listing Is China Tech Entering a New Re-Rating Cycle? Baidu just delivered one of the most important China tech catalysts we’ve seen in a while. On January 1, Baidu announced that its Kunlun Chip unit has officially submitted its listing application to the Hong Kong Stock Exchange. The market reaction was immediate — Baidu surged ~15% this week, outperforming both the Hang Seng Tech Index and broader China equities. But this move is about far more than a short-term rally. ⸻ 🔑 Why Kunlun Chip Matters More Than the Headline Suggests Kunlun is not a side project. It is strategic infrastructure. Baidu began developing Kunlun to address one core problem: 👉 China’s dependence on foreign AI chips amid tightening US export controls. Kunlun’s role in Baid

Chinese Assets Performance and Outlook UBS anticipates that China remains attractive for investors, despite a recent correction in tech stocks. The firm views this tech correction as an opportunity to increase exposure to the sector. Chinese tech shares, as represented by the Hang Seng TECH index, saw a decline of over 19% since early October but are expected to recover. Key factors influencing this positive outlook include: Government Support: Beijing is focused on self-sufficiency, increasing chip manufacturing capabilities, and subsidizing data centers, leading to an expected 26% growth in capital expenditure from major tech companies in 2026. AI Integration: Chinese internet giants have demonstrated their ability to integrate AI into profitable business models. Domestic Liquidity: Stro

Baidu's $BIDU-SW(09888)$  $Baidu(BIDU)$   surge this week didn't come out of nowhere. The submission of Kunlun Chip's listing application to the Hong Kong Exchange feels like a genuine inflection point, not just a headline-driven rally. A 15% move in a week reflects the market starting to reassess Baidu beyond its legacy search business and focusing on its AI asset value. What really caught my attention is how meaningful Kunlun Chip is to Baidu's overall valuation. This isn't a peripheral unit — it's already in its third generation, supports ERNIE's inference workloads, and is embedded across cloud, autonomous driving, and AI in

This is so old school! 

1. What is driving the recent Baidu share surge? Baidu’s stock has rallied sharply in late 2025 and early 2026, driven principally by market reaction to its artificial intelligence (AI) strategy and corporate actions: • The company filed a confidential listing application for its AI chip unit Kunlunxin with the Hong Kong Stock Exchange. This announcement sparked renewed investor interest as the potential spin-off could unlock value in what investors see as a high-growth segment.  • The broader Chinese tech sector, especially AI and semiconductor names, experienced strong gains at the start of 2026 following a series of high-profile IPOs and heightened demand for domestic AI capabilities.  • Analyst activity has been mixed but includes upgrades and increased target prices from som

🌟🌟🌟Hold onto your seats - Chinese Tech Giant $Baidu(BIDU)$  $BIDU-SW(09888)$  just gave the market a massive "New Year's gift".  On January 1 2026, Baidu officially filed for a Hong Kong IPO for its AI chip unit Kunlun.  The reaction?  Baidu's US shares skyrocketed over 12% in a single day, proving that when the "Google of China" starts flexing its semiconductor muscles, the world watches. Is Baidu Undervalued? For years, investors treated Baidu like a dusty old search engine.  But in 2026, it is a full stack AI powerhouse. Analysts believe the Kunlun spin off could value the chip unit at up to USD 28 billion - ar

$Baidu(BIDU)$ , has gained a surge of 9% in 2025 greatly benefited from the recent AI boom & strong confidence in the investors.  It is commonly known as China's version of Google, having a strong infrastructure + Ai Cloud solutions. No doubt with it's continuous effort in future development, it will lead to greater growth and potential. Rewards : Similar to many analyst, the healthy growth will lead to more growth headroom.  Current indicators also points out the opportunity for $Baidu(BIDU)$  improvement.  Risk: - Market overall seems overvaluated. - AI confidence plays an important role. - Geopolitical tension in China may draw impact. Overall, do i

🌟🌟🌟It is official - the "Google of China" is no longer just a search engine.  $BIDU-SW(09888)$  $Baidu(BIDU)$  is a full stack AI powerhouse.  Following a massive 9% surge at the end of 2025, Baidu has kicked off in 2026 by proving it has the vision to rival the best of Silicon Valley. The "Google Style" AI Loop Yes, Baidu is effectively building its own Google style AI Flywheel.  By launching an integrated Cloud + AI solution that spans from custom Kunlun chips to ERNIE foundation models, Baidu is creating a self sustaining ecosystem where every layer feeds the next. The Backbone:  Baidu's new infrastructure for

Some people still does not have confidence in china stocks. Give it sometimes but it can't surpass Tesla in the short term.

From my perspective, Baidu’s $BIDU-SW(09888)$ 9% surge reflects growing recognition of its AI direction. The “Cloud + AI” launch is meaningful because it’s full-stack—from chips and frameworks to AI Infra and Agent Infra—built for mass deployment. This frames Baidu as an AI infrastructure player, not just an application or search company. The robotaxi angle strengthens the story. Partnerships with Uber and Lyft for UK pilots show Apollo’s global potential. Autonomous driving creates a powerful AI loop: real-world data improves models, better models accelerate deployment, and scale reduces costs. Comparing $Alibaba(0998

$Alibaba(BABA)$ $TENCENT(00700)$ $Baidu(BIDU)$ Baidu's shares just exploded upward, fueled by blockbuster moves in AI infrastructure and autonomous driving that could redefine China's tech dominance. Picture this: a seamless "Cloud + AI" powerhouse tailored for consumer electronics, stacking chips, frameworks, and platforms into a beast ready for massive scale production. This isn't just hype—it's a full-spectrum setup spanning core AI foundations to intelligent agents, primed to crank out efficiencies like never before. 🌟 Now, toss in the game-changer: Uber and Lyft teaming up with Baidu to unleash robotaxi fleets across UK streets come 2026. These aren't dista