ALIBABA GROUP ADR WKN: A117ME ISIN: US01609W1027 Kürzel: AHLA Forum: Aktien Thema: Hauptdiskussion

September 1, 2026 8:07 AM2 min read China’s AI Race Heats Up: Baidu Says Its AI Investments Could Pay Off as CFO Bets on Cloud Growth by Ravikash Bakolia Benzinga Editor Baidu Inc.’s (NASDAQ:BIDU) CFO Henry He said the Chinese company’s investment in AI could start generating profits and cash payback in the near term, matching those of its legacy search business. Baidu’s AI revenue — which includes cloud computing and applications — now generates over half of the company’s sales, and the finance chief expects the upward trend to continue. He noted in an interview with Bloomberg Television that the profit margin on Baidu’s AI revenue could match that of the company’s search business in the near term, due to stronger demand for its cloud and chips. He also said that investments in new GPU clusters hosting AI services could fully pay for themselves in two to three years, echoing rival Alibaba Group. (NYSE:BABA). Baidu did not immediately respond to Benzinga’s request for comment. Baidu’s Challenges in Intense AI Race Baidu is facing intense competition from bigger Chinese AI rivals including Alibaba, Tencent Holdings (OTC:TCEHY), and ByteDance. The company’s Ernie AI models have fallen behind open-weight competitors like Alibaba and Moonshot, while traditional advertising revenue is slowly declining amid users visiting AI chatbots like ByteDance’s Doubao. “Our cloud revenue will be at a good level of increasing — and at least faster than industry average in the next few quarters — and our capex spending will be lower than the market’s expectation,” said He. “So a smarter way, less spending, higher growth.” Founder Robin Li is hoping that the competitive landscape will shift to AI agents and applications, sparking a race that could drive growth for the company’s cloud business. Li is also depending on CFO He to lead the new financial endeavors. On Tuesday, the Beijing-based Baidu gained primary listing status on the Hong Kong Stock Exchange. Plans for Baidu’s AI Chip Unit, Other Assets in the Future The CFO has also spearheaded plans for an independent listing of Baidu’s AI chip unit Kunlunxin, a $5 billion share repurchase program and the company’s first-ever dividend policy. Besides the Kunlunxin IPO, the CFO noted that he is considering capital market options for several of Baidu’s other assets, but declined to provide specifics. Last month, Baidu reported second-quarter revenue of 31.3 billion yuan ($4.62 billion), down 4% year over year and missed the $4.65 billion analyst estimate. Several Wall Street analysts had revised their price targets on the stock following the company’s earnings results.

Drecksbude himself. Ich bin hier bald raus 😝

Sumpf-Aktie 4 Life ❤️

Die Chinesen lieben ihre Aktien .⛷️📉👍🏼

Da ist noch ein Gap offen um die 100 $, das es zu schließen gibt, um deine Meinung noch zu ergänzen....

Charttechnisch eine klare Bestätigung des Abwärtstrends, hier ist eine Menge Luft nach unten. Würde auch saisonal sehr gut passen, bis Ende Oktober geht es meist deutlicher abwärts. Die sehr schwachen Quartalszahlen helfen dabei.⛷️

Was für verdammte China Drecks Aktien Seit Wochen bewegen die sich nicht von der Stelle , Entweder wird in Asien abverkauft oder bei den Amis

Gib alles ⛷️🎉🍿

Aiaiai😉 China müll

Selbstverständlich verkaufen die Chinesen wieder Alibaba, eine beeindruckende konstante Leistung.👍🏼😀

gar nicht soooo übel für nh Freitag, wa?

Auf papier günstig, china risiko bleibt trotzdem bestehen. Das mit taiwan ist noch nicht abgehackt

Alibaba gleich wieder rötlich rot 😉😊