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【Brokerage Focus】Jianyin International maintains Baidu (09888) "outperform Large Cap" rating. The company's AI model has a significant cost advantage.
Jinwu Financial News | Jianyin International Research Reports indicate that at Baidu's 2025 Innovators Conference, Baidu (09888) announced nine important new releases. Highlights include Baidu's latest foundational and local multimodal model ERNIE 4.5 Turbo, as well as its reasoning model ERNIE 4.5 X1 Turbo. According to Baidu, both models perform comparably to leading global and domestic competitors such as DS-V3-0324, GPT-4.5, DS-R1, and OpenAI o1. Like its competitors, Baidu's latest models excel in image detection, video
Market Technical Analysis: Will the US Stock Market's Rebound Ignite Your Next Trade?
The enthusiasm for Datacenters has not diminished, but the giants have indeed pressed the "pause button."
Analysis indicates that overall capital expenditure in AI remains strong, and market demand is not retreating but is rather in a "temporary pause." According to McKinsey's forecast, the Datacenter market is expected to maintain a growth range of 20% to 25% over the next five to seven years, although the growth rate will fluctuate year by year.
Is Baidu, Inc. (BIDU) Among the Best Self-Driving Car Stocks to Buy According to Analysts?
BOCOM INTL: It is expected that Baidu Group (09888) will resume year-on-year positive growth in its advertising business in the second half of the year, maintaining a "Buy" rating.
As Baidu's third growth driver, autonomous driving is expected to continue expanding this year.
Baidu (NasdaqGS:BIDU) Unveils AI Innovations And Opens New Opportunities For Developers
