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- edinomicsedinomics
  ·2023-06-23
  Great analysis
  Baidu: The next Alibaba
  @Tiger_Wealth：
  Top AI stock pick [By Edmund Chan: CIO of Tiger Fund Management] Here’s a thought experiment. Will you invest in a company that is: A combination of “Google” + “Azure/AWS” + “Tesla” + “OpenAI” + “Netflix” Operates in the second largest economy in the world Trades at 13x P/E and 13% EPS growth If your answer is a resounding “Yes”, Baidu $Baidu(BIDU)$ will be one of your top stock picks. The share price of Chinese companies has experienced a severe downturn in the past 3 years. The market cap of Alibaba has crashed 75% from its peak of $840 billion. While this is a lamentable state of affairs for some, I believe this is an excellent opportunity to invest into Chinese companies. In this space, my top pick is Baidu (@$122.85; 31/05 Close). And I will
  Baidu: The next Alibaba
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- edinomicsedinomics
  ·2023-06-02
  Baidu: the next Alibaba
  With its dominant #AI capabilities, I believe that #Baidu will be bigger than #Alibaba by 2030! $Baidu(BIDU)$ ‌‌$Alibaba(BABA)$ ‌‌$JD.com(JD)$ ‌‌$CSI CHINA INTERNET UCITS ETF USD(KWEB.UK)$ ‌ Read more here: https://edxcapital.substack.com/p/baidu-the-next-alibaba
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  Baidu: the next Alibaba

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