最新ニュース Baidu (NASDAQ:BIDU) 株価情報

Baidu

Baidu is the largest internet search engine in China with over 50% share of the search engine market in 2024 per web analytics firm, Statcounter. The firm generated 72% of core revenue from online marketing services from its search engine in 2023. Outside its search engine, Baidu is a technology-driven company and its other major growth initiatives are artificial intelligence cloud, video streaming services, voice recognition technology, and autonomous driving.

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要点WeRideが、売上高の減少と損失の拡大を報告しつつ、100億ドル以上の時価総額を誇るという自己紹介のもと、米国に上場を申請した同社のR&amp;D（研究開発）費用は、今年上半期において売上高の3倍以上となる規模だったエディス・テリー氏の執筆

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Apple Inc. (NASDAQ:AAPL) が人工知能（AI）分野において抱える野心的な課題は、同社にとって重要な市場である中国で大きな障害に直面している。出来事：AppleのAI分野における拡大は、アップグレードされた音声アシスタントSiriを含むもので、中国の厳格なAI規制によって妨げられているとCNBCが報じたところによると、このことが明らかになった。

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<a target="_blank" href="https://www.benzinga.com/topic/chinese-stocks" rel="noreferrer noopener">U.S.-listed Chinese stocks</a> including&nbsp;Alibaba Group Holding (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BABA#NYSE">BABA</a>),&nbsp;Baidu, Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/BIDU#NASDAQ">BIDU</a>),&nbsp;JD.com, Inc (NASDAQ: JD),&nbsp;PDD Holdings Inc (NASDAQ: PDD),&nbsp;NIO Inc (NYSE: NIO),&nbsp;Li Auto Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/LI#NASDAQ">LI</a>), and&nbsp;XPeng Inc (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/XPEV#NYSE">XPEV</a>) gained on Friday in sympathy with acceleration of China&#8217;s economic activity beating expectations for the last quarter of 2024 as stimulus measures kicked in.
China&#8217;s gross domestic product expanded by&nbsp;5.4% in the fourth quarter, beating Reuters estimates of 5.0% growth, CNBC <a target="_blank" href="https://www.cnbc.com/2025/01/17/china-gdp-growth-meets-market-and-government-estimates.html" rel="noreferrer noopener">reports</a>.
That fourth-quarter sprint helped lift China&#8217;s full-year GDP growth to 5.0% in 2024, in line with the official target of &#8220;around 5%,&#8221; CNBC cites China&#8217;s National Bureau of Statistics on Friday.
Also Read: <a target="_blank" href="https://www.benzinga.com/news/earnings/25/01/43026092/bank-of-america-q4-earnings-6-7-billion-profit-1-7-billion-in-investment-banking-fees-forecasts-higher-nii-in-2025" rel="noreferrer noopener">Bank of America Q4 Earnings: $6.7 Billion Profit, $1.7 Billion In Investment Banking Fees</a>
The 2024 GDP growth missed a 5.4% rise in 2023, post-pandemic.
Retail sales jumped 3.7% in December, topping Reuters&#8217; forecast of 3.5%.&nbsp;Industrial output expanded 6.2% versus the 5.4% estimate.
The&nbsp;2024 fixed asset investment rose 3.2%&nbsp;in 2024, versus Reuters estimate of 3.3%.
Chinese offshore yuan strengthened slightly to 7.3398 per U.S. dollar.
Reportedly, U.S. <a target="_blank" href="https://www.benzinga.com/government/regulations/25/01/42974632/us-listed-chinese-stocks-rally-on-strong-trade-data-central-bank-support-goldman-forecasts-20-growth" rel="noreferrer noopener">President-elect Donald Trump&#8217;s</a> administration could gradually increase tariffs.
However, analysts, including Raymond Yeung of ANZ Bank and Jan Hatzius of Goldman Sachs, flagged China&#8217;s GDP growth concerns <a target="_blank" href="https://www.scmp.com/economy/economic-indicators/article/3295236/china-logs-5-gdp-growth-2024-exports-stimulus-provide-year-end-boost" rel="noreferrer noopener">to</a> SCMP, citing robust stimulus, given threats of higher tariffs and low domestic confidence.
The urban unemployment rate reached 5.1% in December from 5.0% in November.
Price Action: BABA stock traded higher by 2.93% to $84.84 on Friday. JD is up 9.05%.
Also Read:
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<li><a href="https://www.benzinga.com/analyst-ratings/price-target/25/01/43038644/citi-cheap-valuation-investment-banking-and-trading-outlook-paired-with-accelerating-buybacks-sparks-optimism-analyst" target="_blank" rel="noreferrer noopener">Citi Outperforms Analyst Expectations With 12% Revenue Growth, Confirms $20 Billion Buyback Plan</a></li>
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US Listed Chinese Stocks Rally As China's GDP Growth Data Fuels Optimism

Deep-pocketed investors have adopted a bearish approach towards Baidu (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/BIDU#NASDAQ">BIDU</a>), and it's something market players shouldn't ignore. Our tracking of public options records at Benzinga unveiled this significant move today. The identity of these investors remains unknown, but such a substantial move in BIDU usually suggests something big is about to happen.
We gleaned this information from our observations today when Benzinga's options scanner highlighted 8 extraordinary options activities for Baidu. This level of activity is out of the ordinary.
The general mood among these heavyweight investors is divided, with 25% leaning bullish and 75% bearish. Among these notable options, 3 are puts, totaling $190,825, and 5 are calls, amounting to $188,655.
<h3>Expected Price Movements</h3>
Taking into account the Volume and Open Interest on these contracts, it appears that whales have been targeting a price range from $65.0 to $115.0 for Baidu over the last 3 months. 
<h3>Insights into Volume &amp; Open Interest</h3>
Examining the volume and open interest provides crucial insights into stock research. This information is key in gauging liquidity and interest levels for Baidu's options at certain strike prices. Below, we present a snapshot of the trends in volume and open interest for calls and puts across Baidu's significant trades, within a strike price range of $65.0 to $115.0, over the past month.
<h3>Baidu Call and Put Volume: 30-Day Overview</h3>
<img src="https://www.benzinga.com/files/images/story/2025/1736960454_0.png" alt="Options Call Chart" />
<h3>Noteworthy Options Activity:</h3>

<table>
<thead>
<tr>
<th>Symbol</th>
<th>PUT/CALL</th>
<th>Trade Type</th>
<th>Sentiment</th>
<th>Exp. Date</th>
<th>Ask</th>
<th>Bid</th>
<th>Price</th>
<th>Strike Price</th>
<th>Total Trade Price</th>
<th>Open Interest</th>
<th align="right">Volume</th>
</tr>
</thead>
<tbody>
<tr>
<td>BIDU</td>
<td>PUT</td>
<td>TRADE</td>
<td>BEARISH</td>
<td>01/16/26</td>
<td>$36.0</td>
<td>$34.15</td>
<td>$36.0</td>
<td>$115.00</td>
<td>$108.0K</td>
<td>1.3K</td>
<td align="right">30</td>
</tr>
<tr>
<td>BIDU</td>
<td>CALL</td>
<td>TRADE</td>
<td>BULLISH</td>
<td>02/21/25</td>
<td>$7.3</td>
<td>$7.1</td>
<td>$7.25</td>
<td>$75.00</td>
<td>$54.3K</td>
<td>260</td>
<td align="right">75</td>
</tr>
<tr>
<td>BIDU</td>
<td>PUT</td>
<td>TRADE</td>
<td>BEARISH</td>
<td>06/20/25</td>
<td>$17.1</td>
<td>$16.85</td>
<td>$17.05</td>
<td>$95.00</td>
<td>$42.6K</td>
<td>1.0K</td>
<td align="right">25</td>
</tr>
<tr>
<td>BIDU</td>
<td>PUT</td>
<td>TRADE</td>
<td>BULLISH</td>
<td>02/21/25</td>
<td>$1.42</td>
<td>$1.34</td>
<td>$1.34</td>
<td>$75.00</td>
<td>$40.2K</td>
<td>1.8K</td>
<td align="right">335</td>
</tr>
<tr>
<td>BIDU</td>
<td>CALL</td>
<td>TRADE</td>
<td>BEARISH</td>
<td>01/16/26</td>
<td>$8.1</td>
<td>$8.0</td>
<td>$8.0</td>
<td>$100.00</td>
<td>$40.0K</td>
<td>2.1K</td>
<td align="right">0</td>
</tr>
</tbody>
</table>

<h3>About Baidu</h3>
Baidu is the largest internet search engine in China with over 50% share of the search engine market in 2024 per web analytics firm, Statcounter. The firm generated 72% of core revenue from online marketing services from its search engine in 2023. Outside its search engine, Baidu is a technology-driven company and its other major growth initiatives are artificial intelligence cloud, video streaming services, voice recognition technology, and autonomous driving.
<h3>Where Is Baidu Standing Right Now?</h3>
<ul>
<li>With a volume of 1,235,360, the price of BIDU is up 1.01% at $80.36. </li>
<li>RSI indicators hint that the underlying stock may be approaching oversold.</li>
<li>Next earnings are expected to be released in 42 days.</li>
</ul>
Turn $1000 into $1270 in just 20 days?
20-year pro options trader reveals his one-line chart technique that shows when to buy and sell. Copy his trades, which have had averaged a 27% profit every 20 days. <a href="https://www.benzinga.com/premium/ideas/options-moneyline-2/?t=Moop1arja3be22op14&amp;utm_source=benzinga-insights">Click here for access</a>.
Trading options involves greater risks but also offers the potential for higher profits. Savvy traders mitigate these risks through ongoing education, strategic trade adjustments, utilizing various indicators, and staying attuned to market dynamics. Keep up with the latest options trades for Baidu with <a href="https://benzinga.grsm.io/register174">Benzinga Pro</a> for real-time alerts.

Options

Looking At Baidu's Recent Unusual Options Activity

Editor&#8217;s note: This story has been updated to correct the spelling of Eli Lilly in the headline. 
A cooler-than-expected December producer inflation report failed to ignite lasting gains on Wall Street Tuesday, reflecting lingering concerns about persistently high inflation <a href="https://www.benzinga.com/topic/inflation">among investors</a>.
Early session advances across major indices faded into modest losses by midday trading in New York, as market participants exercised caution ahead of Wednesday's pivotal Consumer Price Index report and key fourth-quarter earnings from top Wall Street banks.
The Producer Price Index rose 3.3% year-over-year in December, accelerating from November's 3% increase but missing the 3.4% forecast. On a monthly basis, producer prices climbed 0.2%, slowing from November's 0.4% rise and falling short of the 0.3% <a href="https://www.benzinga.com/economics/macro-economic-events/25/01/42974739/wall-street-rebounds-as-producer-inflation-misses-estimates-tesla-gains-chinese-stocks-rally">consensus estimate</a>.
Core PPI, which excludes volatile food and energy prices, increased 3.5% annually, matching November's pace but undershooting expectations of 3.8%. On a month-to-month basis, core inflation stagnated, showing zero growth compared to November's 0.2% increase, and coming in below forecasts for a 0.3% gain.
Bond yields continued to climb, underscoring persistent inflationary pressure. The 30-year Treasury yield advanced to 5%, its highest level since October 2023 and marking territory not seen since August 2007.
After a three-day rally, crude oil prices cooled. West Texas Intermediate fell 1% to $78 per barrel, as investors locked in recent gains.
Utilities and financials emerged as the session's strongest performers, while healthcare stocks were the largest drag on the market. Eli Lilly &amp; Co. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/LLY#NYSE">LLY</a>) plummeted 7.5% after the company issued a weaker-than-expected fourth-quarter sales forecast for its weight-loss drug Zepbound.
Peer Novo Nordisk A/S (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/NVO#NYSE">NVO</a>) slid 5% in sympathy.
CEO Dave Ricks revealed that Eli Lilly anticipates regulatory approval for its oral weight-loss treatment, orforglipron, by 2026, with pivotal data expected in mid-2025. 
Bitcoin (CRYPTO: <a class="ticker" href="https://www.benzinga.com/quote/btc/usd">BTC</a>) rose 1.5% on Tuesday, bouncing back after three days of largely flat trading.
<h3 class="wp-block-heading">Tuesday&#8217;s Performance In Major US Indices, ETFs</h3>
<figure class="wp-block-table is-style-stripes"> 
<table>
<tbody>
<tr>
<td>Major Indices</td>
<td>Price</td>
<td>1-day %chg</td>
</tr>
<tr>
<td>Russell 2000</td>
<td>2,194.61</td>
<td>0.0%</td>
</tr>
<tr>
<td>Dow Jones</td>
<td>42,241.81</td>
<td>-0.1%</td>
</tr>
<tr>
<td>S&amp;P 500</td>
<td>5,818.04</td>
<td>-0.3%</td>
</tr>
<tr>
<td>Nasdaq 100</td>
<td>20,704.24</td>
<td>-0.4%</td>
</tr>
</tbody>
</table>
<figcaption class="wp-element-caption">Updated at 12:30 p.m. ET</figcaption></figure>
According to&nbsp;<a href="https://bzresearch.myclickfunnels.com/benzinga-pro-content-webinar-registration/?utm_source=BZprocontent010625&amp;t=be2bearmibe3na1" target="_blank" rel="noreferrer noopener">Benzinga Pro</a>&nbsp;data:
<ul>
<li>The&nbsp;SPDR S&amp;P 500 ETF Trust&nbsp;(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SPY#NYSE">SPY</a>) eased 0.4% to $579.14.</li>
<li>The&nbsp;SPDR Dow Jones Industrial Average&nbsp;(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/DIA#NYSE">DIA</a>)&nbsp;inched 0.2% down to $422.07.</li>
<li>The tech-heavy&nbsp;Invesco QQQ Trust Series&nbsp;(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/QQQ#NASDAQ">QQQ</a>) fell 0.6% to $502.89.</li>
<li>The&nbsp;iShares Russell 2000 ETF&nbsp;(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/IWM#NYSE">IWM</a>) inched 0.1% higher to $217.45.</li>
<li>The&nbsp;Utilities Select Sector SPDR Fund&nbsp;(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/XLU#NYSE">XLU</a>) outperformed, up 0.8%; the&nbsp;Health Care Select Sector SPDR Fund&nbsp;(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/XLV#NYSE">XLV</a>) lagged, down 1.8%.</li>
</ul>
<h3 class="wp-block-heading">Tuesday&#8217;s Stock Movers</h3>
<ul>
<li>Chinese stocks rallied amid regulatory reassurance on markets. Shares of JD.com Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/JD#NASDAQ">JD</a>) rose 4.6%, followed by gains in Baidu Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/BIDU#NASDAQ">BIDU</a>) and PDD Holdings Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/PDD#NASDAQ">PDD</a>), up 2.5% and 2.2%, respectively. </li>
<li>Boeing Co. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BA#NYSE">BA</a>) fell over 3% after announcing on Tuesday that it delivered 57 commercial aircraft in the fourth quarter of 2024, a sharp decline from 116 deliveries in the previous quarter. </li>
</ul>
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Stocks Fail To Rise Despite Benign Producer Inflation, 30-Year Treasury Yields Hit 5%, Eli Lilly Tumbles: What's Driving Markets Tuesday? (CORRECTED)

Investors found relief on Tuesday as December&#8217;s producer prices came in below expectations, alleviating inflation concerns that have threatened to derail the Federal Reserve&#8217;s plans for potential policy <a href="https://www.benzinga.com/25/01/42973016/producer-prices-rise-less-than-expected-offer-opportunity-for-market-rebound">easing during 2025.</a>
Major U.S. indices moved higher in early trading as Treasury yields stalled, giving traders space to reassess interest rate expectations ahead of Wednesday&#8217;s pivotal consumer inflation report.
<h3 class="wp-block-heading">Softer Producer Inflation Provides Market Oxygen</h3>
In December 2024, the Producer Price Index rose 3.3% year-over-year, slightly below forecasts of 3.4%. Core producer inflation, which excludes volatile food and energy prices, remained steady at 3.5% annually, but monthly core prices flattened, reflecting softer price pressures across underlying components.
The S&amp;P 500 – tracked by the SPDR S&amp;P 500 ETF Trust (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SPY#NYSE">SPY</a>) – gained 0.5%, while the tech-heavy Nasdaq 100, mirrored by the Invesco QQQ Trust, Series 1 (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/QQQ#NASDAQ">QQQ</a>) rose by a similar margin. Small caps led the charge, with the iShares Russell 2000 ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/IWM#NYSE">IWM</a>) up 0.9%, as traders rotated into economic-sensitive stocks battered by recent selloffs.
Blue-chip stocks, however, lagged as energy shares took a breather following a multi-day rally.
Still, Wall Street's broader gains may remain capped as investors await further clarity from Wednesday&#8217;s consumer price index report. Economists predict CPI to rise from 2.7% to 2.9% year-over-year in December, while core inflation is forecast to hold steady at 3.3%.
Treasury yields held steady, signaling that traders are pausing adjustments to their interest rate cut expectations. 
According to the CME FedWatch tool, the probability of a 25-basis-point rate cut rose slightly to 60% by July 2025 and 70% by October. 
<h3 class="wp-block-heading">Tesla Leads Discretionary Stocks Higher</h3>
Consumer discretionary stocks were among the day's top performers, driven by a 3% rally in Tesla Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TSLA#NASDAQ">TSLA</a>). 
Shares of the EV giant climbed after a bullish note from Morgan Stanley, which raised Tesla's price target from $400 to $430 and projected a best-case scenario of $800. The firm cited the company's growing potential in autonomous rideshare and robotaxi services as key <a href="https://www.benzinga.com/tech/25/01/42967935/tsla-stock-rises-3-in-tuesday-pre-market-whats-going-on">drivers for long-term growth.</a>
The Consumer Discretionary Select Sector SPDR Fund (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/XLY#NYSE">XLY</a>) advanced 1%, reflecting broad strength across the sector.
<h3 class="wp-block-heading">Tech and Semiconductors Rebound</h3>
Tech stocks rebounded after several days of volatility, with semiconductors leading the way. 
Nvidia Corp. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>) rose more than 2%, while Micron Technology Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MU#NASDAQ">MU</a>) and Palantir Technologies Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/PLTR#NASDAQ">PLTR</a>) also gained. The iShares Semiconductor ETF (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SOXX#NASDAQ">SOXX</a>) climbed nearly 1%, snapping a three-day losing streak during which it had dropped over 3%.
<h3 class="wp-block-heading">Chinese Stocks Surge On Policy Support</h3>
Chinese equities rallied as news of government intervention boosted investor sentiment. 
The China Securities Regulatory Commission announced plans to collaborate with the People's Bank of China to build a market stabilization mechanism, signaling support for the country's struggling markets.
Shares of PDD Holdings Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/PDD#NASDAQ">PDD</a>) rose over 3%, while Baidu Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/BIDU#NASDAQ">BIDU</a>) and Alibaba Group Holding Ltd. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BABA#NYSE">BABA</a>) advanced 2.4% and 2%, respectively.
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<li><a href="https://www.benzinga.com/general/health-care/25/01/42974082/nvidia-eyes-1-billion-in-healthcare-ai-revenue-next-growth-frontier">Nvidia Eyes $1 Billion In Healthcare AI Revenue: Is This The Next Growth Frontier?</a></li>
</ul>
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Wall Street Rebounds As Producer Inflation Misses Estimates, Tesla Gains, Chinese Stocks Rally

<a target="_blank" href="https://www.benzinga.com/topic/chinese-stocks" rel="noreferrer noopener">US-listed Chinese stocks</a>, including&nbsp;Alibaba Group Holding (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BABA#NYSE">BABA</a>),&nbsp;Baidu, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/BIDU#NASDAQ">BIDU</a>),&nbsp;JD.com, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/JD#NASDAQ">JD</a>),&nbsp;PDD Holdings Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/PDD#NASDAQ">PDD</a>),&nbsp;NIO Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/NIO#NYSE">NIO</a>),&nbsp;Li Auto Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/LI#NASDAQ">LI</a>), and&nbsp;XPeng Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/XPEV#NYSE">XPEV</a>), gained momentum Tuesday in sympathy with China&#8217;s foreign trade results, which set a new record in 2024 and retained the title of leading trader in goods in 2024.
China&#8217;s imports and exports grew by 5% in 2024 to 43.85 trillion yuan ($5.98 trillion), Global Times <a target="_blank" href="https://www.globaltimes.cn/page/202501/1326795.shtml" rel="noreferrer noopener">cites</a> the General Administration of Customs (GAC).
China&#8217;s trade growth reached 2.1 trillion yuan in 2024, matching the annual trade volume of a medium-sized economy, Global Times cites Wang Lingjun, deputy head of the GAC.
Also Read: <a target="_blank" href="https://www.benzinga.com/25/01/42920173/jack-ma-highlights-ais-future-impact-amid-biden-governments-sanction-speculations-on-china" rel="noreferrer noopener">Jack Ma Highlights AI&#8217;s Future Impact Amid Biden Government&#8217;s Sanction Speculations on China</a>
In 2024, China&#8217;s total exports grew 7.1% to 25.45 trillion yuan, while imports grew by 2.3% to 18.39 trillion yuan.
China&#8217;s trade volume with the Belt and Road Initiative (BRI) partner countries grew by 6.4%, accounting for over 50% of the nation&#8217;s total trade for the first time.
Trade under the BRICS cooperation framework grew by 5.5%, China and the EU&#8217;s bilateral trade grew by 1.6%, and China and US trade grew by 4.9%.
The Chinese stock rally also reflects reports that the U.S. President-elect Donald Trump administration is exploring a&nbsp;gradual approach&nbsp;to raising tariffs, Bloomberg <a target="_blank" href="https://www.bloomberg.com/news/articles/2025-01-14/asian-stocks-rise-as-china-bounces-back-after-six-day-loss?sref=TBDibEcD" rel="noreferrer noopener">reports</a>.
Bloomberg cites a briefing Tuesday afternoon from the China central bank and State Administration of Foreign Exchange officials, who pledged to keep the yuan&nbsp;stable&nbsp;and ensure liquidity.
Zhaopeng Xing of Australia &amp; New Zealand Banking told Bloomberg the upgraded use of its two capital market tools to offer a floor for the equity market, enabling an economic recovery.
Goldman Sachs strategists <a target="_blank" href="https://www.benzinga.com/25/01/42822512/goldman-sachs-backs-chinese-equities-as-markets-react-to-economic-slowdown-and-tariff-concerns" rel="noreferrer noopener">reiterated their bullish</a> stance on Chinese stocks <a target="_blank" href="https://www.bloomberg.com/news/articles/2025-01-13/goldman-strategists-see-tumbling-china-stocks-rising-20-in-2025?sref=TBDibEcD" rel="noreferrer noopener">to</a> Bloomberg, predicting the benchmarks to rise ~20% by year-end. The firm expects sentiment and liquidity to improve in the late first quarter of 2025 due to better tariff and policy clarity.
Goldman Sachs expressed optimism over government consumption proxies, emerging market exporters that will gain from a weaker yuan, and specific tech and infrastructure companies.
Goldman Sachs maintained an overweight call on online retail, media, and healthcare stocks while upgrading consumer services shares to overweight.
Last week, HSBC voiced a similar opinion on Chinese stocks to Bloomberg. Alibaba is considered the tech barometer of China.
Last November, Goldman Sachs predicted that Chinese shares could gain about 20% over the next 12 months, backed by stimulus measures to support the economy. The MSCI China Index has lost about 10% since then due to economic weakness, with additional U.S. tariffs posing a double whammy.
Investors can gain exposure to Chinese equities through iShares China Large-Cap ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/FXI#NYSE">FXI</a>) and KraneShares Trust KraneShares CSI China Internet ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/KWEB#NYSE">KWEB</a>).
Also Read:
<ul>
<li><a href="https://www.benzinga.com/analyst-ratings/price-target/25/01/42827152/tencent-strengthens-video-leadership-showcases-revenue-growth-potential-analyst" target="_blank" rel="noreferrer noopener">Tencent Strengthens Video Leadership, Showcases Revenue Growth Potential: Analyst</a></li>
</ul>
Photo by Oleg Elkov via Shutterstock

KWEB

US Listed Chinese Stocks Rally on Strong Trade Data, Central Bank Support, Goldman Forecasts 20% Growth

Michael Burry's $196 million hedge fund, Scion Asset Management, could see hefty gains if the People's Bank of China cuts interest rates in 2025, which it has suggested <a href="https://www.benzinga.com/24/12/42614272/us-listed-chinese-stocks-react-as-central-bank-keeps-key-rates-steady-amid-yuan-challenges-and-fed-cuts">it is likely to do</a>.
What To Know: Burry has made significant investments in Chinese tech companies Alibaba Group Holding Ltd. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BABA#NYSE">BABA</a>), JD.com, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/JD#NASDAQ">JD</a>) and Baidu, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/BIDU#NASDAQ">BIDU</a>). In fact, those three investments represent nearly half of his fund's portfolio, according to its most recent 13F filing.&nbsp;
Read Next: <a href="https://www.benzinga.com/25/01/42919029/supreme-court-hears-tiktok-oral-arguments">Supreme Court Hears TikTok Arguments With App&#8217;s Ban Ahead: &#8216;Essentially, The Platform Shuts Down&#8217;&nbsp;</a>
Chinese stocks underperformed the broader market in 2024, but that may change in 2025.&nbsp;
The People's Bank of China recently <a href="https://www.ft.com/content/794577b2-6bdd-4a03-bfab-19463543048a">told</a> the Financial Times that it will likely cut interest rates "at the appropriate time" in 2025.&nbsp;The PBOC also said it would prioritize "the role of interest rate adjustments" and place less emphasis on "quantitative objectives" for loan growth.&nbsp;
If China lowers interest rates, Chinese companies would benefit from improved consumer spending, higher stock valuations and potentially more investment and expansion as money would be cheaper to borrow.&nbsp;
The "Big Short" investor has hedged his China bets, however. He purchased put options on Alibaba. JD.com and Baidu shares in the third quarter, allowing the fund to protect its downside risk while still maintaining exposure to potential upside in Chinese stocks.
Read More:&nbsp;
<ul>
<li><a href="https://www.benzinga.com/trading-ideas/movers/25/01/42900817/quantum-stocks-regetti-computing-ionq-d-wave-poised-to-open-higher-after-nvidia-ceo-comments-drove-huge-losses">Quantum Stocks Regetti Computing, IonQ, D-Wave Poised To Open Higher After Nvidia CEO Comments Drove Huge Losses</a></li>
</ul>
Image: Shutterstock&nbsp;

Michael Burry's Hedge Fund Could Soar if China Cuts Interest Rates in 2025

WIIM

BILI

Shares of Chinese stocks are trading lower amid potential US sanctions limiting AI chip exports to China.

<a href="https://www.benzinga.com/topic/chinese-stocks">US-listed Chinese stocks</a>, including Alibaba Group Holding (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BABA#NYSE">BABA</a>), Baidu, Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/BIDU#NASDAQ">BIDU</a>), JD.com, Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/JD#NASDAQ">JD</a>), PDD Holdings Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/PDD#NASDAQ">PDD</a>), NIO Inc (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/NIO#NYSE">NIO</a>), Li Auto Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/LI#NASDAQ">LI</a>), and XPeng Inc (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/XPEV#NYSE">XPEV</a>), are trading lower Friday as geopolitical tensions escalate between Washington and China over a potential artificial intelligence technology embargo on the Asian country.
Reportedly, Nvidia Corp (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>) and other chipmakers face a <a target="_blank" href="https://www.benzinga.com/government/regulations/25/01/42897081/nvidia-and-ai-chip-stocks-brace-for-impact-as-biden-administration-considers-new-china-export-ban-report" rel="noreferrer noopener">potential US embargo</a> limiting AI chip exports to China. The new semiconductor sanctions could prohibit Nvidia&#8217;s AI chip shipments to nations like China.
Also Read: <a href="https://www.benzinga.com/25/01/42822512/goldman-sachs-backs-chinese-equities-as-markets-react-to-economic-slowdown-and-tariff-concerns" target="_blank" rel="noreferrer noopener">Goldman Sachs Backs Chinese Equities as Markets React to Economic Slowdown and Tariff Concerns</a>
Washington blacklisted Chinese companies, including gaming giant Tencent Holdings (OTC:<a class="ticker" href="https://www.benzinga.com/stock/TCEHY#OTC">TCEHY</a>) and EV battery maker Contemporary Amperex, citing national security threats.
The Street remains jittery over China&#8217;s economic recovery. The domestic stimulus measures failed to uplift sentiments and semiconductor sanction speculations pose a double whammy.
Edith Qian of CGS International flagged a volatile first half for Chinese stocks <a href="https://www.scmp.com/business/china-business/article/3294152/hong-kong-stocks-set-worst-week-2-months-china-outlook-trade-tensions" target="_blank" rel="noreferrer noopener">to the</a> South China Morning Post (SCMP), citing the escalation of US-China bilateral tensions as the government of President-elect Donald Trump prepares to assume office on January 20.
Hong Kong&#8217;s stock market lost $118 billion in capitalization this week, the SCMP reports. China&#8217;s central bank agreed to avoid buying more government bonds to contain the yuan depreciation.
A strong US labor market has also prompted traders to resist the Federal Reserve&#8217;s rate cuts, curbing investors&#8217; appetite for stocks.
Investors can gain exposure to stocks of companies that are domiciled in China through iShares China Large-Cap ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/FXI#NYSE">FXI</a>) and KraneShares Trust KraneShares CSI China Internet ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/KWEB#NYSE">KWEB</a>).
Read Also:
<ul>
<li><a href="https://www.benzinga.com/government/regulations/25/01/42767647/chinese-stocks-drop-as-manufacturing-growth-slows-and-geopolitical-tensions-hit" target="_blank" rel="noreferrer noopener">Chinese Stocks Drop As Manufacturing Growth Slows And Geopolitical Tensions Hit</a></li>
</ul>
Photo: Shutterstock

TCEHY

Alibaba, Baidu, JD, NIO, Li Auto Stocks Slide As Potential AI Chip Sanctions Add Pressure On China

On Wednesday, Samsung Electronics (OTC:<a class="ticker" href="https://www.benzinga.com/stock/SSNLF#OTC">SSNLF</a>) <a target="_blank" href="https://www.benzinga.com/topic/samsung" rel="noreferrer noopener">announced its</a> earnings guidance for the <a target="_blank" href="https://news.samsung.com/global/samsung-electronics-announces-earnings-guidance-for-fourth-quarter-2024" rel="noreferrer noopener">fourth quarter of 2024</a>.
The company expects quarterly sales of $51.38 billion (75 trillion Korean won versus 67.78 trillion Korean a year ago) and operating profit of 6.5 trillion Korean&nbsp;won (versus 2.82 trillion Korean won a year ago).
Samsung reported sales of 79.1 trillion Korean won, and operating profit of 9.18 trillion Korean won in the third quarter of 2024.
Also Read: <a target="_blank" href="https://www.benzinga.com/25/01/42818093/amd-and-stradvision-team-up-to-boost-adas-backed-by-trump-and-musks-vision-for-autonomous-cars" rel="noreferrer noopener">AMD, StradVision Team Up To Boost Driver Assistance Systems For Autonomous Cars</a>
The cautious operating profit guidance marks pressure from research and development costs, and the ramp-up of manufacturing capacity for advanced semiconductors to cater to Nvidia Corp&#8217;s (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>) needs, Reuters reports.
Additionally, weakness in demand for conventional memory chips used in PCs and mobile phones also affected the profit forecast. The consensus for fourth-quarter operating profit stood at 7.7 trillion Korean won.
Lee Min-hee of BNK Investment &amp; Securities flagged to Reuters the bottoming of chip demand and competition surrounding Samsung&#8217;s significant businesses.
SK Hynix&nbsp;scored over Samsung as Nvidia&#8217;s key high-bandwidth memory (HBM) chip supplier for artificial intelligence graphics processing units (GPUs).
Reportedly, Nvidia approved Samsung&#8217;s <a target="_blank" href="https://www.benzinga.com/news/24/08/40227015/nvidia-greenlights-samsungs-fifth-gen-hbm3e-chips-for-ai-processors-report" rel="noreferrer noopener">fifth-gen HBM3E chips</a>, while the 12-layer HBM3E chips await approval. Samsung expects HBM3E chips to account for 60% of its HBM chip sales by the fourth quarter.
Prior reports indicated that SK Hynix sustained an HBM market share of over 52% in 2024, Samsung followed with 42.4%, and&nbsp;Micron Technology, Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MU#NASDAQ">MU</a>) had over 5% of the market.
Morgan Stanley expects the HBM market to grow from $4 billion in 2023 to $71 billion in 2027.
Micron is one of <a target="_blank" href="https://www.benzinga.com/24/12/42657620/amd-and-micron-top-analyst-picks-for-ai-and-next-gen-tech-growth" rel="noreferrer noopener">Rosenblatt&#8217;s top picks</a> for the first half of 2025 despite the loss of the Chinese market due to Washington&#8217;s semiconductor sanctions on China. Micron&#8217;s loss benefits Samsung as Chinese tech companies like Huawei and Baidu Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/BIDU#NASDAQ">BIDU</a>) stockpiled <a target="_blank" href="https://www.benzinga.com/government/24/08/40198085/huawei-and-baidu-increase-samsung-hbm-purchases-as-us-curbs-loom" rel="noreferrer noopener">Samsung HBM chips</a>.
Also Read:
<ul>
<li><a href="https://www.benzinga.com/25/01/42793394/nvidias-2-trillion-ai-rally-fueled-by-chips-startups-and-robotics" target="_blank" rel="noreferrer noopener">Nvidia&#8217;s $2 Trillion AI Rally In 2024 Fueled by Chips, Startups, and Robotics</a></li>
</ul>
Image via Shutterstock

Guidance

SSNLF

Samsung's Outlook Dims Amid HBM Supply Struggles for Nvidia and Sluggish Consumer Chip Sales

High-rolling investors have positioned themselves bullish on Baidu (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/BIDU#NASDAQ">BIDU</a>), and it's important for retail traders to take note. 
\This activity came to our attention today through Benzinga's tracking of publicly available options data. The identities of these investors are uncertain, but such a significant move in BIDU often signals that someone has privileged information.
Today, Benzinga's options scanner spotted 9 options trades for Baidu. This is not a typical pattern.
The sentiment among these major traders is split, with 55% bullish and 11% bearish. Among all the options we identified, there was one put, amounting to $25,213, and 8 calls, totaling $431,833.
<h3>Projected Price Targets</h3>
After evaluating the trading volumes and Open Interest, it's evident that the major market movers are focusing on a price band between $65.0 and $170.0 for Baidu, spanning the last three months.
<h3>Volume &amp; Open Interest Trends</h3>
Assessing the volume and open interest is a strategic step in options trading. These metrics shed light on the liquidity and investor interest in Baidu's options at specified strike prices. The forthcoming data visualizes the fluctuation in volume and open interest for both calls and puts, linked to Baidu's substantial trades, within a strike price spectrum from $65.0 to $170.0 over the preceding 30 days.
<h3>Baidu Option Activity Analysis: Last 30 Days</h3>
<img src="https://www.benzinga.com/files/images/story/2025/1736262924_0.png" alt="Options Call Chart" />
<h3>Biggest Options Spotted:</h3>

<table>
<thead>
<tr>
<th>Symbol</th>
<th>PUT/CALL</th>
<th>Trade Type</th>
<th>Sentiment</th>
<th>Exp. Date</th>
<th>Ask</th>
<th>Bid</th>
<th>Price</th>
<th>Strike Price</th>
<th>Total Trade Price</th>
<th>Open Interest</th>
<th align="right">Volume</th>
</tr>
</thead>
<tbody>
<tr>
<td>BIDU</td>
<td>CALL</td>
<td>TRADE</td>
<td>NEUTRAL</td>
<td>01/16/26</td>
<td>$12.75</td>
<td>$12.05</td>
<td>$12.4</td>
<td>$90.00</td>
<td>$112.8K</td>
<td>1.0K</td>
<td align="right">91</td>
</tr>
<tr>
<td>BIDU</td>
<td>CALL</td>
<td>TRADE</td>
<td>BULLISH</td>
<td>01/16/26</td>
<td>$12.3</td>
<td>$11.9</td>
<td>$12.25</td>
<td>$90.00</td>
<td>$77.1K</td>
<td>1.0K</td>
<td align="right">91</td>
</tr>
<tr>
<td>BIDU</td>
<td>CALL</td>
<td>TRADE</td>
<td>BEARISH</td>
<td>02/21/25</td>
<td>$6.45</td>
<td>$5.35</td>
<td>$5.7</td>
<td>$80.00</td>
<td>$56.4K</td>
<td>529</td>
<td align="right">100</td>
</tr>
<tr>
<td>BIDU</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>02/21/25</td>
<td>$3.6</td>
<td>$3.5</td>
<td>$3.6</td>
<td>$85.00</td>
<td>$48.2K</td>
<td>2.0K</td>
<td align="right">139</td>
</tr>
<tr>
<td>BIDU</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>03/21/25</td>
<td>$3.8</td>
<td>$3.7</td>
<td>$3.8</td>
<td>$90.00</td>
<td>$38.0K</td>
<td>4.0K</td>
<td align="right">8</td>
</tr>
</tbody>
</table>

<h3>About Baidu</h3>
Baidu is the largest internet search engine in China with over 50% share of the search engine market in 2024 per web analytics firm, Statcounter. The firm generated 72% of core revenue from online marketing services from its search engine in 2023. Outside its search engine, Baidu is a technology-driven company and its other major growth initiatives are artificial intelligence cloud, video streaming services, voice recognition technology, and autonomous driving.
<h3>Present Market Standing of Baidu</h3>
<ul>
<li>Trading volume stands at 804,444, with BIDU's price down by -0.74%, positioned at $82.76.</li>
<li>RSI indicators show the stock to be may be approaching oversold.</li>
<li>Earnings announcement expected in 50 days.</li>
</ul>
Unusual Options Activity Detected: Smart Money on the Move
Benzinga Edge's Unusual Options board spots potential market movers before they happen. See what positions big money is taking on your favorite stocks. <a href="https://www.benzinga.com/premium/ideas/benzinga-edge-checkout/?t=Be8be9arja3be22bz20&amp;utm_source=benzinga-insights">Click here for access</a>.
Trading options involves greater risks but also offers the potential for higher profits. Savvy traders mitigate these risks through ongoing education, strategic trade adjustments, utilizing various indicators, and staying attuned to market dynamics. Keep up with the latest options trades for Baidu with <a href="https://benzinga.grsm.io/register174">Benzinga Pro</a> for real-time alerts.

Baidu's Options Frenzy: What You Need to Know

BBAI

BFRG

GFAI

GOOG

GOOGL

INTC

INTU

LPSN

MARK

MCHX

MSFT

QCOM

SNAP

SOUN

SSTK

TBLA

VERI

Software IP Licensor Ceva Says Its NeuPro-Nano Embedded AI NPUs Gain Traction In AIoT And MCU Markets

Ambarella Launches N1-655 edge GenAI System-On-Chip (SoC) To Support Large-Language Models

<a href="https://www.benzinga.com/topic/chinese-stocks" target="_blank" rel="noreferrer noopener">U.S. listed Chinese stocks</a>, including Alibaba Group Holding (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BABA#NYSE">BABA</a>), Baidu, Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/BIDU#NASDAQ">BIDU</a>), JD.com, Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/JD#NASDAQ">JD</a>), PDD Holdings Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/PDD#NASDAQ">PDD</a>), Bilibili Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/BILI#NASDAQ">BILI</a>), NIO Inc (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/NIO#NYSE">NIO</a>), XPeng Inc (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/XPEV#NYSE">XPEV</a>) Li Auto Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/LI#NASDAQ">LI</a>) remained on investor watchlist on Monday.
Mainland China&#8217;s benchmark CSI lost its sheen as the domestic regulators strived to reassure markets following equities and the renminbi&#8217;s extended losses amid weak economic data and as President-elect Donald Trump prepares to take charge.
China&#8217;s Shanghai and Shenzhen exchanges conducted discussions with global investors to reassure them about &#8220;solid fundamentals and resilience,&#8221; and the central bank reaffirmed its plans to maintain the currency stable despite Trump&#8217;s tariff threats, the Financial Times <a target="_blank" href="https://www.ft.com/content/87d95035-f123-455a-bb28-9a062b2de084" rel="noreferrer noopener">reports</a>.
Also Read: <a target="_blank" href="https://www.benzinga.com/25/01/42793170/alibaba-cloud-joins-forces-with-ex-google-execs-unicorn-to-boost-ai-models" rel="noreferrer noopener">Alibaba Cloud Joins Forces With Ex-Google Exec&#8217;s Unicorn To Boost AI Models</a>
Investors kept spending on long-dated sovereign debt over possible easing in monetary policy.
Jason Lui of BNP Paribas justified the domestic selloff to the FT as investor profit-taking ahead of Trump 2.0 uncertainties.
FT reports that Kevin Liu of CICC attributed the domestic selloff to weak manufacturing data, the strength of the dollar index, and Trump&#8217;s return.
China is set to showcase its economic policy agenda in March.
Winnie Wu of Bank of America told the FT that the worst of derating is over for Chinese equities.
Goldman Sachs <a target="_blank" href="https://www.scmp.com/business/markets/article/3293603/goldman-sachs-china-should-favour-fiscal-taps-over-policy-easing-spur-stocks" rel="noreferrer noopener">told the</a> SCMP it expects China to focus on fiscal measures rather than rate cuts to drive stock market gains. It cited correlations between policies like the reopening measures after the 2020 pandemic and stimulus packages that triggered stock rallies.
The brokerage had a bullish take on Chinese equities in November.
Goldman Sachs flagged that Chinese equities, largely backed by domestic factors, offer relatively higher diversification benefits versus risky assets moving in tandem.
Conversely, UBS Global Wealth Management slashed its November forecast for Chinese stocks, citing U.S. tariffs and weaker-than-expected stimulus.
Since September, China has slashed thresholds for property purchases, swapped local government debt, and subsidized consumption, leading to a stock market rally.
Last week, reports indicated China&#8217;s&nbsp;Caixin/S&amp;P Global manufacturing purchasing managers&#8217; index&nbsp;for December missed the analyst consensus of 51.7, <a target="_blank" href="https://www.benzinga.com/government/regulations/25/01/42767647/chinese-stocks-drop-as-manufacturing-growth-slows-and-geopolitical-tensions-hit" rel="noreferrer noopener">reflecting a slowdown</a> as exports weighed on demand amid current tensions.
Reportedly, China targets&nbsp;a special treasury bond&nbsp;sale of 3 trillion yuan ($411 billion) in 2025 versus 1 trillion yuan in 2024 to counter potential U.S. tariffs on Chinese imports.
It aims to drive consumption through subsidy programs encompassing railways, airports, electric vehicles, robotics, semiconductors, and green energy.
E-commerce juggernaut Alibaba is hailed as China&#8217;s tech barometer. Investors can gain exposure to Alibaba through First Trust Indxx Innovative Transaction &amp; Process ETF (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/LEGR#NASDAQ">LEGR</a>) and American Century ETF Trust Avantis Responsible Emerging Markets Equity ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/AVSE#NYSE">AVSE</a>).
Price Actions: BABA stock is up 0.70% at $86.15 at the last check on Monday. PDD is up 2.55%.
Also Read:
<ul>
<li><a href="https://www.benzinga.com/media/25/01/42761737/alibaba-leverages-scale-and-deep-pockets-to-slash-ai-llm-prices-to-gain-market-share" target="_blank" rel="noreferrer noopener">Alibaba Leverages Scale and Deep Pockets to Slash AI LLM Prices To Gain Market Share</a></li>
</ul>
Photo by Oleg Elkov via Shutterstock

American Century ETF Trust Avantis Responsible Emerging Markets Equity ETF

AVSE

First Trust Exchange-Traded Fund VI INDXX DIGITAL TRANSACTION & PROCESS TECHNOLOGY ETF

LEGR

Goldman Sachs Backs Chinese Equities as Markets React to Economic Slowdown and Tariff Concerns

StradVision, an artificial intelligence-based vision perception technology company, tapped Advanced Micro Devices, Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMD#NASDAQ">AMD</a>) to combine the former&#8217;s 3D Perception SVNet with AMD&#8217;s <a href="https://www.benzinga.com/topic/amd" target="_blank" rel="noreferrer noopener">processing technology</a>. 
The goal is to deliver high-performance perception solutions for automated driving systems.
<a href="https://www.benzinga.com/25/01/42775636/ces-2025-preview-nvidia-amd-in-spotlight-other-trends-and-stocks-to-watch">At CES 2025</a>, StradVision will showcase a joint technology demonstration with AMD that features the former&#8217;s 3D Perception SVNet, powered by the AMD Versal AI Edge Series adaptive SoC. 
This device leverages an 8MP front-facing camera, underpinning StradVision&#8217;s commitment to enhancing ADAS (Advanced Driver Assistance Systems) and autonomous driving technologies with adaptive computing hardware from AMD.
Also Read: <a href="https://www.benzinga.com/25/01/42791013/netflixs-strong-execution-and-innovative-content-strategy-impress-analyst" target="_blank" rel="noreferrer noopener">Bearish Analyst Regrets Not Upgrading Netflix To Buy In 2023</a>
AMD Versal AI Edge Series delivers high performance, low latency AI inference for intelligence in automated driving and other demanded AI-driven embedded systems.
The Versal AI Edge series, designed for sensor fusion and AI algorithm development, delivers scalable solutions that address diverse performance and power requirements from edge to endpoint applications.
This collaboration combines AMD adaptive computing hardware with StradVision&#8217;s perception software, offering a comprehensive perception stack tailored for real-world driving conditions and delivering reliable, scalable solutions to automotive manufacturers worldwide.
Wayne Lyons of the AMD Automotive segment flagged StradVision&#8217;s contribution towards increasing access to ADAS technologies by reducing its cost without compromising its capability. Together, the companies are addressing the growing demand for scalable, high-performance solutions that enhance the safety and functionality of automated driving systems, Lyons added.
Wedbush&#8217;s Dan Ives expects President-elect Trump&#8217;s second term to boost Tesla&#8217;s <a href="https://www.benzinga.com/markets/equities/24/11/41832876/elon-musk-shines-in-trump-sweepstakes-a-big-win-for-tesla-dan-ives-thinks-so">autonomous driving initiatives</a>, potentially unlocking $1 trillion in value. These initiatives are backed by regulatory fast-tracking of autonomous vehicle technology. Expect the deployment of robotaxis to occur by 2026 or 2027, he says.
Uber Technologies Inc (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/UBER#NYSE">UBER</a>) and WeRide Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/WRD#NASDAQ">WRD</a>) already launched <a href="https://www.benzinga.com/24/12/42439768/innoviz-tech-stock-shoots-up-after-lidar-supply-deal-with-mobileye" target="_blank" rel="noreferrer noopener">robotaxi service in Abu Dhabi</a>.
Alphabet Uber&#8217;s (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GOOG#NASDAQ">GOOG</a>) (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GOOGL#NASDAQ">GOOGL</a>) Waymo and Baidu Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/BIDU#NASDAQ">BIDU</a>) also remain committed to their autonomous vehicle ambitions.
Price Action: AMD stock is up 2.62% at $128.66 at last check Monday.
Also Read:
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<li><a href="https://www.benzinga.com/25/01/42785778/stellantis-and-volkswagen-lose-us-ev-tax-credits-stocks-tumble" target="_blank" rel="noreferrer noopener">Stellantis, Volkswagen Stocks Tumble As US EV Tax Credits Disappear</a></li>
</ul>
Image: Shutterstock

UBER

AMD, StradVision Team Up To Boost Driver Assistance Systems For Autonomous Cars

Whales with a lot of money to spend have taken a noticeably bullish stance on Baidu.
Looking at options history for Baidu (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/BIDU#NASDAQ">BIDU</a>) we detected 16 trades.
If we consider the specifics of each trade, it is accurate to state that 31% of the investors opened trades with bullish expectations and 18% with bearish.
From the overall spotted trades, 8 are puts, for a total amount of $374,327 and 8, calls, for a total amount of $366,536.
<h3>Expected Price Movements</h3>
Based on the trading activity, it appears that the significant investors are aiming for a price territory stretching from $70.0 to $115.0 for Baidu over the recent three months. 
<h3>Insights into Volume &amp; Open Interest</h3>
In today's trading context, the average open interest for options of Baidu stands at 1440.22, with a total volume reaching 1,145.00. The accompanying chart delineates the progression of both call and put option volume and open interest for high-value trades in Baidu, situated within the strike price corridor from $70.0 to $115.0, throughout the last 30 days.
<h3>Baidu Call and Put Volume: 30-Day Overview</h3>
<img src="https://www.benzinga.com/files/images/story/2025/1735933534_0.png" alt="Options Call Chart" />
<h3>Biggest Options Spotted:</h3>

<table>
<thead>
<tr>
<th>Symbol</th>
<th>PUT/CALL</th>
<th>Trade Type</th>
<th>Sentiment</th>
<th>Exp. Date</th>
<th>Ask</th>
<th>Bid</th>
<th>Price</th>
<th>Strike Price</th>
<th>Total Trade Price</th>
<th>Open Interest</th>
<th align="right">Volume</th>
</tr>
</thead>
<tbody>
<tr>
<td>BIDU</td>
<td>PUT</td>
<td>TRADE</td>
<td>BEARISH</td>
<td>03/21/25</td>
<td>$9.8</td>
<td>$9.75</td>
<td>$9.8</td>
<td>$90.00</td>
<td>$122.5K</td>
<td>3.8K</td>
<td align="right">219</td>
</tr>
<tr>
<td>BIDU</td>
<td>CALL</td>
<td>TRADE</td>
<td>NEUTRAL</td>
<td>03/21/25</td>
<td>$15.35</td>
<td>$15.15</td>
<td>$15.25</td>
<td>$70.00</td>
<td>$76.2K</td>
<td>481</td>
<td align="right">50</td>
</tr>
<tr>
<td>BIDU</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BEARISH</td>
<td>01/16/26</td>
<td>$6.25</td>
<td>$6.1</td>
<td>$6.1</td>
<td>$115.00</td>
<td>$61.0K</td>
<td>974</td>
<td align="right">100</td>
</tr>
<tr>
<td>BIDU</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>03/21/25</td>
<td>$15.25</td>
<td>$15.2</td>
<td>$15.25</td>
<td>$70.00</td>
<td>$56.4K</td>
<td>481</td>
<td align="right">87</td>
</tr>
<tr>
<td>BIDU</td>
<td>PUT</td>
<td>TRADE</td>
<td>BULLISH</td>
<td>03/21/25</td>
<td>$9.8</td>
<td>$9.75</td>
<td>$9.75</td>
<td>$90.00</td>
<td>$53.6K</td>
<td>3.8K</td>
<td align="right">91</td>
</tr>
</tbody>
</table>

<h3>About Baidu</h3>
Baidu is the largest internet search engine in China with over 50% share of the search engine market in 2024 per web analytics firm, Statcounter. The firm generated 72% of core revenue from online marketing services from its search engine in 2023. Outside its search engine, Baidu is a technology-driven company and its other major growth initiatives are artificial intelligence cloud, video streaming services, voice recognition technology, and autonomous driving.
In light of the recent options history for Baidu, it's now appropriate to focus on the company itself. We aim to explore its current performance.
<h3>Where Is Baidu Standing Right Now?</h3>
<ul>
<li>Currently trading with a volume of 1,231,271, the BIDU's price is up by 1.15%, now at $83.65. </li>
<li>RSI readings suggest the stock is currently is currently neutral between overbought and oversold.</li>
<li>Anticipated earnings release is in 54 days.</li>
</ul>
Unusual Options Activity Detected: Smart Money on the Move
Benzinga Edge's Unusual Options board spots potential market movers before they happen. See what positions big money is taking on your favorite stocks. <a href="https://www.benzinga.com/premium/ideas/benzinga-edge-checkout/?t=Be8be9arja3be22bz20&amp;utm_source=benzinga-insights">Click here for access</a>.
Trading options involves greater risks but also offers the potential for higher profits. Savvy traders mitigate these risks through ongoing education, strategic trade adjustments, utilizing various indicators, and staying attuned to market dynamics. Keep up with the latest options trades for Baidu with <a href="https://benzinga.grsm.io/register174">Benzinga Pro</a> for real-time alerts.

Baidu Options Trading: A Deep Dive into Market Sentiment

Amid a turbulent start to the year for Chinese stocks,&nbsp;UBS Global Wealth Management&nbsp;has issued a warning to investors, recommending to &nbsp;"stay on the defensive side.&#8221; This comes as market&nbsp;volatility is expected to rise&nbsp;due to anticipated policy changes by the incoming U.S. administration.
What Happened:&nbsp;UBS Global Wealth Management&nbsp;has advised investors in Chinese stocks to adopt a defensive strategy. This recommendation comes as consumption remains subdued and market volatility is anticipated to increase due to impending higher tariffs by US President-elect&nbsp;Donald Trump, Bloomberg&nbsp;<a href="https://www.bloomberg.com/news/articles/2025-01-03/ubs-wealth-urges-chinese-stock-investors-to-stay-defensive?ref=biztoc.com">reported</a> on Friday.
In an interview with Bloomberg Television,&nbsp;Eva Lee,&nbsp;head of Greater China equities&nbsp;at UBS, suggested that investors focus on stocks offering dividend yields above 6%, significantly higher than the 2% government yields. She highlighted a 4% yield gap as particularly appealing, recommending sectors such as banks, utilities, and energy.
See Also:&nbsp;<a href="https://www.benzinga.com/trading-ideas/movers/25/01/42757978/bitcoin-ethereum-dogecoin-begin-new-year-on-a-healthy-note-analyst-says-this-blue-chip-crypto-can-witness-good-amount-of-action-in-early-2025?itm_source=parsely-api" target="_blank" rel="noreferrer noopener">Bitcoin, Ethereum, Dogecoin Begin New Year On A Healthy Note: Analyst Says This Blue Chip Crypto Can Witness &#8216;Good Amount Of Action&#8217; In Early 2025</a>
Chinese stocks have had a rough start to 2025, with a 2.9% decline on Thursday marking the worst beginning to a year in nearly a decade. The&nbsp;CSI 300 Index&nbsp;continued its downward trend on Friday. Although last year&#8217;s stimulus measures have helped stabilize the market, traders are wary of economic uncertainties as Trump&#8217;s inauguration approaches.
China plans to&nbsp;issue more ultra-long special treasury&nbsp;bonds in 2025 to support&nbsp;consumer product trade-in programs&nbsp;and major projects. Meanwhile, the&nbsp;10-year government bond yield fell below 1.6% on Friday, reflecting&nbsp;economic concerns and expectations for&nbsp;further monetary easing.
Why It Matters: The advice follows Chinese stocks experiencing a drop right after resuming trading after New Year&#8217;s Day. The drop was attributed to a <a href="https://www.benzinga.com/government/regulations/25/01/42767647/chinese-stocks-drop-as-manufacturing-growth-slows-and-geopolitical-tensions-hit">slowdown in manufacturing growth</a>. The Caixin/S&amp;P Global manufacturing purchasing managers&#8217; index for December fell to 50.5, missing analyst expectations. This slowdown is compounded by geopolitical tensions, including a semiconductor embargo from the U.S. and concerns over potential tariffs.
Furthermore, the Trump administration plans to <a href="https://www.benzinga.com/government/regulations/24/12/42701155/made-in-china-paid-in-america-what-trumps-new-tariffs-mean-for-the-us-economy">significantly increase tariffs </a>on Chinese imports, with rates potentially rising by 20 percentage points. These developments are likely to impact both the Chinese and U.S. economies, affecting consumer prices and industrial production.
Price Action: As per <a href="https://pro.benzinga.com">Benzinga Pro</a>, in after-hours trading, Alibaba Group Holding Ltd &#8211; ADR (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BABA#NYSE">BABA</a>) slipped 0.047%, Baidu Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/BIDU#NASDAQ">BIDU</a>) rose 0.34%, and JD.com Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/JD#NASDAQ">JD</a>) edged up 0.18%. During the same period, Nio Inc &#8211; ADR (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/NIO#NYSE">NIO</a>) and Xpeng Inc &#8211; ADR (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/XPEV#NYSE">XPEV</a>) were up nearly 1%.
Read Next:&nbsp;
<ul>
<li><a href="https://www.benzinga.com/25/01/42779711/bitcoin-ethereum-dogecoin-lift-as-traders-anticipate-golden-crypto-era-under-trump-top-analyst-says-2025-will-see-bull-market-peak?itm_source=parsely-api" target="_blank" rel="noreferrer noopener">Bitcoin, Ethereum, Dogecoin Lift As Traders Anticipate &#8216;Golden Crypto Era&#8217; Under Trump: Top Analyst Says&nbsp;2025 Will See Bull Market Peak</a></li>
</ul>
Disclaimer: This content was partially produced with the help of&nbsp;<a href="https://www.benzinga.com/author/benzinga-neuro" target="_blank" rel="noreferrer noopener">Benzinga Neuro</a>&nbsp;and was reviewed and published by Benzinga editors.
Image via Shutterstock

Analyst Warns Investors To 'Stay On The Defensive Side' For Chinese Stock As Trump's Tariff Fears Mount: Nio, Xpeng, Alibaba, JD In Focus

Financial giants have made a conspicuous bearish move on Baidu. Our analysis of options history for Baidu (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/BIDU#NASDAQ">BIDU</a>) revealed 13 unusual trades.
Delving into the details, we found 23% of traders were bullish, while 61% showed bearish tendencies. Out of all the trades we spotted, 2 were puts, with a value of $125,935, and 11 were calls, valued at $584,035.
<h3>What's The Price Target?</h3>
Taking into account the Volume and Open Interest on these contracts, it appears that whales have been targeting a price range from $70.0 to $100.0 for Baidu over the last 3 months. 
<h3>Analyzing Volume &amp; Open Interest</h3>
In today's trading context, the average open interest for options of Baidu stands at 1118.5, with a total volume reaching 1,667.00. The accompanying chart delineates the progression of both call and put option volume and open interest for high-value trades in Baidu, situated within the strike price corridor from $70.0 to $100.0, throughout the last 30 days.
<h3>Baidu Call and Put Volume: 30-Day Overview</h3>
<img src="https://www.benzinga.com/files/images/story/2025/1735842620_0.png" alt="Options Call Chart" />
<h3>Significant Options Trades Detected:</h3>

<table>
<thead>
<tr>
<th>Symbol</th>
<th>PUT/CALL</th>
<th>Trade Type</th>
<th>Sentiment</th>
<th>Exp. Date</th>
<th>Ask</th>
<th>Bid</th>
<th>Price</th>
<th>Strike Price</th>
<th>Total Trade Price</th>
<th>Open Interest</th>
<th align="right">Volume</th>
</tr>
</thead>
<tbody>
<tr>
<td>BIDU</td>
<td>CALL</td>
<td>TRADE</td>
<td>BEARISH</td>
<td>08/15/25</td>
<td>$7.25</td>
<td>$7.05</td>
<td>$7.05</td>
<td>$95.00</td>
<td>$105.0K</td>
<td>0</td>
<td align="right">150</td>
</tr>
<tr>
<td>BIDU</td>
<td>PUT</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>01/16/26</td>
<td>$10.15</td>
<td>$10.0</td>
<td>$10.0</td>
<td>$80.00</td>
<td>$100.0K</td>
<td>1.9K</td>
<td align="right">102</td>
</tr>
<tr>
<td>BIDU</td>
<td>CALL</td>
<td>TRADE</td>
<td>BEARISH</td>
<td>03/21/25</td>
<td>$15.25</td>
<td>$15.1</td>
<td>$15.1</td>
<td>$70.00</td>
<td>$75.5K</td>
<td>380</td>
<td align="right">50</td>
</tr>
<tr>
<td>BIDU</td>
<td>CALL</td>
<td>SWEEP</td>
<td>NEUTRAL</td>
<td>03/21/25</td>
<td>$15.05</td>
<td>$14.95</td>
<td>$15.05</td>
<td>$70.00</td>
<td>$75.2K</td>
<td>380</td>
<td align="right">100</td>
</tr>
<tr>
<td>BIDU</td>
<td>CALL</td>
<td>TRADE</td>
<td>NEUTRAL</td>
<td>03/21/25</td>
<td>$4.1</td>
<td>$4.0</td>
<td>$4.05</td>
<td>$90.00</td>
<td>$70.8K</td>
<td>3.7K</td>
<td align="right">239</td>
</tr>
</tbody>
</table>

<h3>About Baidu</h3>
Baidu is the largest internet search engine in China with over 50% share of the search engine market in 2024 per web analytics firm, Statcounter. The firm generated 72% of core revenue from online marketing services from its search engine in 2023. Outside its search engine, Baidu is a technology-driven company and its other major growth initiatives are artificial intelligence cloud, video streaming services, voice recognition technology, and autonomous driving.
In light of the recent options history for Baidu, it's now appropriate to focus on the company itself. We aim to explore its current performance.
<h3>Baidu's Current Market Status</h3>
<ul>
<li>With a trading volume of 1,701,293, the price of BIDU is down by -1.73%, reaching $82.85.</li>
<li>Current RSI values indicate that the stock is is currently neutral between overbought and oversold.</li>
<li>Next earnings report is scheduled for 55 days from now.</li>
</ul>
Unusual Options Activity Detected: Smart Money on the Move
Benzinga Edge's Unusual Options board spots potential market movers before they happen. See what positions big money is taking on your favorite stocks. <a href="https://www.benzinga.com/premium/ideas/benzinga-edge-checkout/?t=Be8be9arja3be22bz20&amp;utm_source=benzinga-insights">Click here for access</a>.
Options are a riskier asset compared to just trading the stock, but they have higher profit potential. Serious options traders manage this risk by educating themselves daily, scaling in and out of trades, following more than one indicator, and following the markets closely.
If you want to stay updated on the latest options trades for Baidu, <a href="https://benzinga.grsm.io/register174">Benzinga Pro</a> gives you real-time options trades alerts.

Baidu's Options: A Look at What the Big Money is Thinking

<a href="https://www.benzinga.com/topic/chinese-stocks" target="_blank" rel="noreferrer noopener">Chinese stocks</a> — including Alibaba Group Holding (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BABA#NYSE">BABA</a>), Baidu, Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/BIDU#NASDAQ">BIDU</a>), and JD.com, Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/JD#NASDAQ">JD</a>) — are trading lower Thursday as they resumed trading after New Year's Day.
China's Caixin/S&amp;P Global manufacturing purchasing managers' index for December fell to 50.5, below the analyst consensus of 51.7, CNBC <a href="https://www.cnbc.com/2025/01/02/asia-markets-set-to-resume-trading-after-new-year-day-holiday.html" target="_blank" rel="noreferrer noopener">cites</a> a Reuters poll. 
The index compared to 51.5 in November and 50.3 in October, reflecting a slowdown as exports weighed on demand amid intensifying geopolitical tensions with the West in the form of a semiconductor embargo from the U.S. along with concerns over possible tariffs as threatened by President-elect Donald Trump during his presidential campaigns, CNBC cites Wang Zhe of Caixin Insight Group.
Also Read: <a href="https://www.benzinga.com/media/25/01/42761737/alibaba-leverages-scale-and-deep-pockets-to-slash-ai-llm-prices-to-gain-market-share" target="_blank" rel="noreferrer noopener">Alibaba Leverages Scale and Deep Pockets to Slash AI LLM Prices To Gain Market Share</a>
The official PMI for December,&nbsp;released Tuesday, came in at 50.1, below consensus estimates.
The iShares China Large-Cap ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/FXI#NYSE">FXI</a>) and KraneShares Trust KraneShares CSI China Internet ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/KWEB#NYSE">KWEB</a>), which represent Chinese equities, traded lower Thursday despite President Xi Jinping's assurances of policies to support economic growth during his New Year address.
China will reportedly increase <a href="https://www.benzinga.com/24/12/42671739/chinese-stocks-surge-on-stimulus-plans-to-counter-us-tariff-risks" target="_blank" rel="noreferrer noopener">special treasury bond</a> issuance to 3 trillion yuan ($411 billion) in 2025. That&#8217;s up from 1 trillion yuan in 2024, to counter potential U.S. tariffs on Chinese imports.
China plans to boost consumption through subsidy programs for trading in old cars or appliances and upgrading large-scale equipment.
The funds will support investments in railways, airports, electric vehicles, robotics, semiconductors, green energy, and state bank recapitalization.
At last check on Thursday:
<ul>
<li>BABA stock is up 0.32% to $85.</li>
<li>JD is down 0.3%.</li>
<li>BIDU is down 1.21%.</li>
<li>Nio Inc (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/NIO#NYSE">NIO</a>) is up 7.57%.</li>
<li>Li Auto (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/LI#NASDAQ">LI</a>) is up 3%</li>
<li>XPEV is down 1.39%.</li>
</ul>
Also Read:
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<li><a href="https://www.benzinga.com/24/12/42729529/social-media-stocks-react-as-trump-targets-censorship-and-delays-tiktok-ban" target="_blank" rel="noreferrer noopener">Trump Administration to Challenge Social Media Censorship, Setting Stage for Conflict with EU Regulations</a></li>
</ul>
Image: Shutterstock

Chinese Stocks Drop As Manufacturing Growth Slows And Geopolitical Tensions Hit

Alibaba Group Holding (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BABA#NYSE">BABA</a>) slashed its <a target="_blank" href="https://in.benzinga.com/topic/llm" rel="noreferrer noopener">large language model</a> prices by up to 85%, exhibiting intense domestic rivalry in the AI space.
Chinese companies remain engaged in a price war to win market share, prompting Alibaba Cloud to initiate discounts on its visual language model, Qwen-VL, CNBC <a target="_blank" href="https://www.cnbc.com/2024/12/31/alibaba-baba-cloud-unit-slashes-prices-on-ai-models-by-up-to-85percent.html" rel="noreferrer noopener">cites</a> from Alibaba&#8217;s WeChat post on Tuesday.
In February, the Chinese e-commerce juggernaut&nbsp;announced up to 55% discounts on its core cloud products.
Also Read: <a target="_blank" href="https://www.benzinga.com/24/12/42729529/social-media-stocks-react-as-trump-targets-censorship-and-delays-tiktok-ban" rel="noreferrer noopener">Trump Administration to Challenge Social Media Censorship, Setting Stage for Conflict with EU Regulations</a>
Jack Ma&#8217;s co-founded company slashed its Qwen AI model&nbsp;prices by up to 97% in May. Qwen-VL can interpret both texts and images.
Chinese tech firms, including Alibaba,&nbsp;Tencent Holdings (OTC:<a class="ticker" href="https://www.benzinga.com/stock/TCEHY#OTC">TCEHY</a>),&nbsp;Baidu Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/BIDU#NASDAQ">BIDU</a>),&nbsp;and JD.com Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/JD#NASDAQ">JD</a>), launched their large language models.
In the third quarter, <a target="_blank" href="https://www.benzinga.com/news/24/11/41785553/alibabas-ai-strategy-massive-ad-spend-to-dominate-crowded-market" rel="noreferrer noopener">Chinese companies spent</a> 500 million yuan ($70.2 million) on promotional campaigns for AI applications. Alibaba committed 200 million yuan to promote the Quark cloud storage and search platform.
Alibaba remains focused on LLM efforts in the enterprise segment rather than launching a consumer AI chatbot like OpenAI&#8217;s ChatGPT. Alibaba Cloud Intelligence Group revenue grew by 7% to $4.22 billion <a target="_blank" href="https://www.benzinga.com/news/earnings/24/11/42006281/alibaba-q2-earnings-revenue-beats-forecast-cloud-and-international-sales-shine-free-cash-flow-falls-amid-strategic-investments" rel="noreferrer noopener">in the second quarter</a>.
Alibaba, Tencent, and&nbsp;Baidu disbursed $7 billion on AI infrastructure and processors in the first half of 2024.
Meanwhile, Wedbush&#8217;s Dan Ives&nbsp;expects the U.S. Big Techs, including Meta Platforms Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/META#NASDAQ">META</a>), Microsoft Corp (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MSFT#NASDAQ">MSFT</a>), and Amazon.Com Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMZN#NASDAQ">AMZN</a>), to spend $1 trillion&nbsp;on AI capital expenditure.
Alibaba Group Holding stock surged over 13% in the last 12 months. Investors can gain exposure to the stock through Invesco Golden Dragon China ETF (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/PGJ#NASDAQ">PGJ</a>) and First Trust Nasdaq Artificial Intelligence and Robotics ETF (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ROBT#NASDAQ">ROBT</a>).
Price Action: BABA stock traded lower by 1.04% at $83.91 premarket at the last check on Thursday.
Also Read:
<ul>
<li><a href="https://www.benzinga.com/24/12/42725756/xiaomi-evs-to-access-charging-networks-of-nio-xpeng-and-li-auto" target="_blank" rel="noreferrer noopener">Xiaomi Expands EV Charging Options, Partners with NIO, XPeng, and Li Auto for Greater Network Access</a></li>
</ul>
Photo by Ascannio via Shutterstock

AMZN

PowerShares Golden Dragon Halter USX China Portfolio

ROBT

Alibaba Leverages Scale and Deep Pockets to Slash AI LLM Prices To Gain Market Share

Acute competition posed a bummer for <a target="_blank" href="https://www.benzinga.com/topic/chinese-ev-makers" rel="noreferrer noopener">China&#8217;s automotive industry</a> profit margins in 2024, taking a toll on weaker electric vehicle makers like Baidu Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/BIDU#NASDAQ">BIDU</a>) and Geely Automobile Holdings (OTC:<a class="ticker" href="https://www.benzinga.com/stock/GELYF#OTC">GELYF</a>) (OTC:<a class="ticker" href="https://www.benzinga.com/stock/GELYY#OTC">GELYY</a>)-backed Jiyue and&nbsp;Human Horizons Group Inc.
Car industry margins in China averaged 4.4% from January through November, down from 5.0% in 2023, Bloomberg <a target="_blank" href="https://www.bloomberg.com/news/articles/2024-12-27/chinese-carmakers-profits-squeezed-further-as-rivalry-ramps-up?srnd=phx-industries&amp;sref=TBDibEcD" rel="noreferrer noopener">cited</a> data from China&#8217;s Passenger Car Association on Friday.
The margins still trailed the average profit margin of 6.1% of downstream industrial enterprises, Bloomberg cites PCA.
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The EV industry revenue for the first 11 months of 2024 rose by 3% to 9.5 trillion yuan ($1.3 trillion), Bloomberg cites PCA. Profits declined by 7.3% to 413.2 billion yuan.
Bloomberg cites&nbsp;Cui Dongshu, the PCA secretary general, as saying that the industry must slash costs and boost efficiency due to the dwindling margins.
China&#8217;s car market, especially its EV sector, has experienced intense rivalry for at least the last two years, prompting a price war.
BYD Co&#8217;s (OTC:<a class="ticker" href="https://www.benzinga.com/stock/BYDDF#OTC">BYDDF</a>) (OTC:<a class="ticker" href="https://www.benzinga.com/stock/BYDDY#OTC">BYDDY</a>) consolidation wiped out the smaller players.
Reportedly, China is on <a target="_blank" href="https://www.benzinga.com/24/12/42690974/whats-going-on-with-chinese-ev-stocks-nio-li-auto-xpeng-thursday" rel="noreferrer noopener">track to lead</a> global EV adoption by 2025, with electric vehicle sales projected to surpass traditional cars for the first time. The country will likely sell over 12 million EVs in 2025, doubling 2022 figures, while traditional car sales may drop below 11 million.
China&#8217;s EV industry progress stems from advancements in domestic technology, securing a global supply chain for lithium and cobalt, and leveraging its large-scale manufacturing to make EVs more affordable for consumers.
<a target="_blank" href="https://www.benzinga.com/24/12/42671739/chinese-stocks-surge-on-stimulus-plans-to-counter-us-tariff-risks" rel="noreferrer noopener">Also this week</a>, reports indicated China eying&nbsp;3 trillion yuan ($411 billion) in special treasury bonds in 2025 to drive consumption through subsidies, equipment upgrades, funding investments in electric vehicle sectors, and more.
Price Actions: At the last check on Friday, NIO is down 0.43% at $4.68. LI is up 1.70%, XPEV is down 3.70%, and ZK is up 0.46%.
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Baidu: Too Cheap To Ignore

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Baidu (NASDAQ:<a href="https://investorplace.com/stock-quotes/bidu-stock-quote/">BIDU</a>) just reported results for the second quarter of 2024.<ul><li>Baidu reported earnings per share of $2.89. This was above the analyst estimate for EPS of $2.58.</li><li>The company reported revenue of $4.67 billion.</li><li>This was worse than the analyst estimate for revenue of $4.70 billion.</li></ul><div>InvestorPlace Earnings is a project that leverages data from <a href="https://www.tradesmith.com">TradeSmith</a> to automate coverage of quarterly earnings reports. InvestorPlace Earnings distills key takeaways including earnings per share and revenue, as well as how a company stacks up to analyst estimates. These articles are published without human intervention, allowing us to inform our readers of the latest figures as quickly as possible. To report any concerns or inaccuracies, please contact us at <a href="mailto:editor@investorplace.com">editor@investorplace.com</a>.</div>	
	The post <a href="https://investorplace.com/earning-results/2024/08/bidu-stock-earnings-baidu-for-q2-of-2024/">BIDU Stock Earnings: Baidu Beats EPS, Misses Revenue for Q2 2024</a> appeared first on <a href="https://investorplace.com">InvestorPlace</a>.

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<h4>要点</h4>
<ul>
<li>WeRideが、売上高の減少と損失の拡大を報告しつつ、100億ドル以上の時価総額を誇るという自己紹介のもと、米国に上場を申請した</li>
<li>同社のR&amp;D（研究開発）費用は、今年上半期において売上高の3倍以上となる規模だった</li>
</ul>
エディス・テリー氏の執筆
先週、自動運転車メーカーであるWeRide社がナスダック上場を申請した際、それは大きなアナウンスとなるはずだった。昨年3月、ブルームバーグはこのような上場が事実上5億ドルにも上るほどの資金を調達すると予想し、中国企業がニューヨークで行った中では、2021年のライドシェア大手DiDi Globalの44億ドルIPO（新規株式公開）に次ぐ規模となると報じた。
しかし、その間に同じような中国自動運転のIPOが次々と市場に出て、状況は一変した。それが上場を果たした企業のうちわずかなものにとってのパフォーマンスも印象的ではなかったとはいえ、WeRide社のIPOの興味深い点がある。
WeRide社の会長兼CEOであるハン・シュウ氏は、中国の自動運転部門の首脳として名高い百度（NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/BIDU#NASDAQ">BIDU</a> ）の元首席科学者だった。それ以前は、イリノイ大学で博士号を取得した後、ミズーリ大学の電気・コンピューター工学の教授を務めていた。
CTO（最高技術責任者）のリ・ヤン氏は、WeRide社を2017年にハン氏と共に創業する前に、マイクロソフト、Meta、そしてNEV企業であるU Power Ltd.で働いていた。同社の取締役会には、Mubadala Disruptive Investments北京事務所長のモハメド・アルバドル氏や、Qiming Investment Partnersの創業者であるクアン・ジーシン氏が名を連ねている。
ルノー・日産・三菱自動車連合の派生企業であり、WeRide社のクライアントであるAlliance Venturesは、主要な投資家としてIPO株式を9700万ドルで購入することを約束した。同社はこれまで11回の出資ラウンドで10億ドル以上を調達しており、今年6月にも出資ラウンドを実施している。このラウンドにはAlliance Ventures、Mubudala Investment Authority、カーライル、Qiming、ボッシュ、チップのスーパースターであるNvidiaらが参加した。
2022年の出資により、WeRide社の評価額は51億ドルとなり、今回の6月の出資によりその評価が倍以上の121億ドルにまで膨れ上がっている。WeRide社のIPOは、モルガン・スタンレー、JPモルガン、及び中国を代表する投資銀行である中国国際金融股份有限公司（CICC）からなる豪華な一群のアンダーライタたちを誇っている。
もう１つのセールスポイントは、WeRide社の国際的な影響力である。同社は、中国、シンガポール、アラブ首長国連邦、そしてアジア、中東、ヨーロッパの合計7ヶ国30都市でサービスを展開しており、自動運転タクシーのフリート検証を行なっている。WeRide社の見解によると、同社は2019年以降の中国と中東での商業運用において、1700日間に渡って事故を起こしていないとのこと。
ただ、この上場が資金調達の規模という意味で新たなフィールドを切り開くとは確信できる人物は皆無だ。中国ルネサンスは、このIPOがたった1億ドルしか調達しないかもしれないと予想しているが、同社の数千億ドル規模の時価総額とルノー・日産・三菱自動車の約9700万ドルもの出資が既に確定していることを考えると、この数値は低すぎるように思える。
自動運転技術の中で、WeRide社は「世界で最初のもの」と主張する部分がいくつかある。しかしながら、同社の財務状況は、自動運転車輌エコシステムの中でトップクラスの企業とは言い難い。この業界では皆が大きな資金をR&amp;Dに投じているが、それにより利益が出ていない。WeRide社は自社を「アセットライト」企業と位置づけており、その結果として収益は極めて低い状況にある。また、この会社は昨年、売上の55%を占める最大の顧客に非常に依存している。
<h3>売上の減少</h3>
同社は6月末時点で18億人民元の現金を持っていたが、今年上半期の売上高は1億5000万元にとどまり、昨年同期の1億8300万元からほぼ20%も減少している。2023年の売上は40億2000万元で、2022年の5億2800万元からも20%以上減少した。売上規模はまだまだ小さいが、成長力を投資家に売り込む上では楽観的な結果とは言えない。
2023年に売上が減少した背景には、WeRide社の主要顧客である中国国際バス（Yutong Bus Co.）が過剰生産のために2023年にはロボバスを購入しなくなったことがある。その結果、WeRide社のロボバスの売上は、2022年の90台から、昨年はわずか19台にまで落ち込んだ。2019年から2023年までの4年間で、WeRide社は合計147台のロボバスと19台の自動運転タクシーを販売した。また、同社はロボバンとロボ掃除機も製造している。
一方で、WeRide社のサービス提供はある程度改善されている。同社のサービスからの収益は2024年上半期で1億2900万元に達し、その売上額は製品販売の2100万元の6倍以上となっている。WeRide社の主なコストはR&amp;D費用であり、今年上半期には5億1700万元に上り、前年同期比で37%増加した。このR&amp;D費用は売上高の3倍以上を占めている。
6ヶ月間の損失は、1年前に比べて8億8200万元から7億2300万元に拡大している。
同社は、今年ロボタクシーの大規模生産を始め、2025年にはロボバスの大規模生産も始める予定であり、その結果として状況は改善するはずだ。WeRide社が公開した調査によると、完全自動運転車輌の市場は2030年までで1700億ドルに達するだろうとのことで、そのうちの3分の1以上の部分が中国市場である。中国メディアの報道によれば、WeRide社はロボバス2000台の意向を受け取り、ロボバンについては1万台以上の意向を受け取ったという。
自動運転車輌企業としては最も注目を集めているかもしれないWeRide社だが、市場には他にも多くの同様の企業が存在している。トヨタにバックアップされた自動運転タクシースタートアップである<a href="https://thebambooworks.com/pony-ai-gallops-towards-u-s-listing-with-eye-on-lower-tech-autonomous-driving/">Pony.ai</a>やBYDにバックアップされた自動運転ソフトウェア開発企業である<a href="https://thebambooworks.com/momenta-accelerates-its-drive-towards-u-s-listing/">Momenta</a>も、中国証券規制当局の認可を受けて米国でのIPOを実施する予定だ。
自動車用チップの設計に携わるHorizon Roboticsや<a href="https://thebambooworks.com/black-sesame-test-drives-into-hong-kong-coasting-on-new-rules-for-high-tech-hot-shots/">Black Sesame Technology</a>、および無人運転ソフトウェアのプロバイダーである<a href="https://thebambooworks.com/zongmu-joins-autonomous-driving-queue-at-hong-kong-ipo-tollgate/">Zongmu Technology</a>も、香港での上場を申請している。また、自動運転技術のテストを行っているのは、iMotion Automotive（1274.HK）とHesai（NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/HSAI#NASDAQ">HSAI</a>）である。それぞれの企業は、過去1年間で香港と米国で上場を果たしている。
ここまで多くの企業が集まっている状況下で、WeRide社はどうやって差別化を図るのか。同社は、部分自動運転から完全自動運転まで、商用化の完全なレンジの自動運転商品及びサービスを提供している唯一の企業であると自負している。また、WeRide Goと呼ばれる同社のアプリは、「他の共有モビリティプラットフォームと提携し、地域の市場にアプローチする」としている。
ルネーサンス・日産・三菱自動車連合のアライアンス以外にも、WeRide社のパートナーはいくつか存在している。その中には、中国最大手バスメーカーである厦門金旅バス（Xiamen Golden Dragon Bus）や、フォードと江鈴（Jiangling Motors）の合弁会社であるJMCフォード・モーターズ、そして現代自動車も含まれる。
投資家たちも、新規上場が相次いでいる状況に疲れてしまっているのかもしれない。既に上場を果たしている企業の中で、2023年12月のIPO価格から約8%下回っているだけでなく、2023年4月のピークから75%も下がっている新興企業の株価を持つ&lt;iMotionがその一例である。また、Hesai社は2023年2月の上場以降、時価総額の81%を失っている。
当記事は外部の無報酬寄稿者によるものであり、Benzingaの取材を代表するものではありません。内容や正確さについて編集は行われておりません。

Apple Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AAPL#NASDAQ">AAPL</a>) が人工知能（AI）分野において抱える野心的な課題は、同社にとって重要な市場である中国で大きな障害に直面している。
出来事：AppleのAI分野における拡大は、アップグレードされた音声アシスタントSiriを含むもので、中国の厳格なAI規制によって妨げられていると<a href="https://www.cnbc.com/2024/06/20/apple-ai-push-faces-big-challenges-in-china.html">CNBCが報じたところによると</a>、このことが明らかになった。
同社の中国におけるシェアは、Huaweiなどの中国勢企業に対抗しきれておらず、その企業たちは独自のAI機能を推進している。
Appleは、AIの初回展開についてはその機能はアメリカ英語でのみ提供され、その後でより多くの言語、機能、プラットフォームが提供されると発表している。しかし、同社は規制環境が複雑であることで知られる中国市場における計画については一切言及していない。
「中国はAI規制環境があるため、AI分野におけるAppleの大きな発表が先週できたことについては大いに賛辞を送りたい」と、同レポートによると、IDCのデバイスリサーチ部門のヴァイスプレジデントであるBryan Ma氏は述べている。
近年、中国は特にデータ保護と大規模な言語モデルに関する点を中心にAIについて厳格な規制を実施している。これらの規制は、Appleにとって課題となるだろう。同社のAIの機能のいくつかは自社の言語モデルに基づいており、これには中国当局の認可が必要となるからだ。
地元の規制に対応するため、Appleはおそらく、デバイス上で利用可能なAIモデルとクラウドベースのAIモデルの両方を開発する必要があるだろうと、CanalysのアナリストであるNicole Peng氏は述べている。
さらに、Appleが中国で使用しているOpenAIのChatGPTは、中国で使用することが禁止されているため、国内向けの同等の製品を見つける必要がある。これにより、同社が今後、自社の言語モデルと音声アシスタントを搭載することができるかもしれない、と同氏は付け加えた。その際、中国のテックグローバル企業であるBaidu（NASDAQ：BIDU）やAlibaba（NYSE：BABA）との提携が実現する可能性がある。
Appleが中国でAIを成功させるためには、中国のユーザーのニーズに合ったデバイス上でのAI体験を提供する必要があると、CCS Insightの最高アナリストであるBen Wood氏は述べている。
中国におけるAppleのAI展開が成功するためには、同社は中国のユーザーに共感を持ってもらえるAI体験をデバイス上で提供する必要がある。
今回の出来事が重要な理由：AppleのAIに対する展望は新しいものではない。最近、Deepwater Asset ManagementのGene Munster氏は、AppleがBaiduやAlibabaとの提携を通じて中国でのAI展開を模索する可能性があると示唆した。彼は、これらの提携がChatGPTのようなサードパーティのAI機能を中国市場で紹介するのに役立つだろうと指摘している。
Appleは、<a href="https://www.benzinga.com/analyst-ratings/analyst-color/24/06/39269940/apples-ai-breakthroughs-at-wwdc-2024-lead-to-higher-iphone-sales-projections-by-gol">WWDC 2024</a>で、オペレーティング・システム（OS）の重要なアップデートと、Apple IntelligenceとChatGPTの統合を含む新しいジェネレーティブAI機能を発表した。 ゴールドマン・サックスのアナリストは、これらの進歩が製品のアップグレード需要を促進し、将来のAIモデルを搭載するための手立てを開くだろうと考えている。
3月には、Appleは中国国内での自社デバイスにおいて先進的なジェネレーティブAIテクノロジーを組み込むために、Baiduとの<a href="https://www.benzinga.com/government/24/03/37892837/apple-wants-to-strengthen-presence-in-china-in-talks-with-baidu-over-ai-collaboration">予備的な協議を開始した</a>。この動きは、中国のサイバースペース規制機関が、製品の公開前にジェネレーティブAIモデルを審査することを義務付けている中国法に合致している。
株価の動き：Apple Inc.の株は、この日の取引で2.15％下落した209.68ドルで最後の取引が終了した。アフターマーケット取引では0.15％上昇している。年初来の株価の変動は12.95％の上昇。 <a href="https://pro.benzinga.com/dashboard">Benzinga Proのデータ</a>によれば、株価の変動は12.95％の上昇

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