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BIDU

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$Baidu(BIDU.US) Q1 results were a mixed bag, with sharp contrasts across lines. They reflect a meaningful strategic pivot and business realignment in recent quarters.By contrast, the structurally weak ads business is no longer the focus. What matters to investors now is execution on the narratives BIDU can sell—AI Cloud, Kunlun chips and buybacks.Last quarter, the company adopted a new reporting framework. Results are split into 'AI' and 'Legacy' businesses...

BIDU-SW

BIDU-SWR

BIDU ADR US

Baidu HK SDR 10to1

BIDU: Little Else to Lean On — All in on Kunlun chips

Kunlun released FY2026 Q1 earnings on April 28 During-Market BJT, actual revenue CNY 2.57 B, actual EPS CNY -0.71

Kunlun released FY2025 earnings on April 23 Pre-Market (BJT), actual revenue CNY 8.198 B (forecast CNY 7.747 B), actual EPS CNY -1.28 (forecast CNY -0.8174)

Kunlun released FY2025 Q4 earnings on April 23 Pre-Market (BJT), actual revenue CNY 2.393 B, actual EPS CNY -0.7239

Kunlun to Release FY2026 Q1 Earnings on April 29 During-Market BJT

Kunlun to Release FY2025 Earnings on April 24 Pre-Market (BJT), Forecast Revenue CNY 7.747 B, EPS CNY -0.8174

Kunlun Wanwei Expects Significant Loss in 2025 and Makes Multiple Advances in AI

Kunlun released FY2025 9 Months Earnings on October 29 During-Market BJT, actual revenue CNY 5.805 B, actual EPS CNY -0.5334

Kunlun released FY2025 Q3 earnings on October 29 During-Market BJT, actual revenue CNY 2.072 B, actual EPS CNY 0.1563

Kunlun FY2025 Q3 Earnings Release on October 30 During-Market BJT

Kunlun released FY2025 Q2 earnings on August 22 After-Market BJT, actual revenue CNY 1.969 B, actual EPS CNY -0.0698

Kunlun released FY2025 Semi-Annual earnings on August 22 After-Market (BJT), actual revenue CNY 3.733 B, actual EPS CNY -0.69

Kunlun Wanwei Launches Audio Generation Model Mureka V7.5 and MoE-TTS Framework

Kunlun to Release FY2025 Semi-Annual Earnings on August 23, 2025 (BJT)

Kunlun Tech Holding Hosts SkyWork AI Technology Release Week

Kunlun Wenwei Releases Self-researched Matrix-Game 2.0 Version

Kunlun Wanyi Launches and Opens Source New Inference Large Model Skywork MindLink

Kunlun Wanwei Open Sources Skywork UniPic Multimodal Model

Kunlun Cloud Open Sources Skywork-R1V 3.0 Version

Kunlun Wanyi Receives B-Rated ESG Assessment

Multiple Entities Issue Policies on AI and Related Industries

Community Opinion

社区讨论

$Baidu(BIDU.US)  Q1 results were a mixed bag, with sharp contrasts across lines. They reflect a meaningful strategic pivot and business realignment in recent quarters.By contrast, the structurally weak ads business is no longer the focus. What matters to investors now is execution on the narratives BIDU can sell—AI Cloud, Kunlun chips and buybacks.Last quarter, the company adopted a new reporting framework. Results are split into 'AI' and 'Legacy' businesses...

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The 2026 CCTV Spring Festival Gala showcased advanced technology themes, highlighting sectors like robotics and AI, which are of great interest to stock market investors. Notable A-share companies mentioned include Xinlian Integrated Circuits, Kunlun Tech, and Zhaowei Electromechanical, among others, involved in various tech applications from humanoid robots to drones. The event emphasized the integration of technology in entertainment and daily life, signaling potential investment opportunities in these sectors as the Year of the Horse approaches.

CoinLive

ZHAOWEI

GTJA Allianz CSI All Share Semiconductors & Semiconductor Equipment ETF

Tianhong CSI Computer Theme ETF

Guotai CES Semiconductor Chip Industry ETF

ChinaAMC Guozheng Semiconductor Chip ETF

Guotai CSI Computer Theme ETF

GTJA Allianz SSE STAR Chip Design Thematic ETF

China Southern CSI Semiconductor Industry Custom ETF

ChinaAMC SSE STAR Semiconductor Material & Equipment Thematic ETF

Is this the Spring Festival Gala? It's clearly a rotation of themes in the A-share market.

Kunlun released its 2025 performance forecast, expecting a net loss of 1.35 billion to 1.95 billion yuan, with revenue increasing by over 40% year-on-year. The main reason for the loss is the continued high-intensity research and development and market investment in core areas such as AI large models and short dramas. The company has achieved technological breakthroughs in its AI product matrix (such as Tiangong Intelligent Body and AI Music Mureka), with the short drama platform DramaWave and FreeReels having global monthly active users exceeding 28 million and 40 million, respectively, firmly establishing itself in the first tier of overseas markets. Through a full-chain layout of "computing power - large models - applications," the company is strategically incurring losses to exchange for long-term growth, reinforcing AI's strategic position as a core engine

Wallstreetcn

"Investing heavily" in AI research and development, Kunlun expects a loss of 1.35 billion to 1.95 billion in 2025 | Financial Report Insights

Kunlun announced that it expects a net profit for the fiscal year 2025 to be negative, with a net profit attributable to shareholders of the listed company projected to be between -1.95 billion yuan and -1.35 billion yuan, compared to -1.595 billion yuan in the same period last year; the net profit after deducting non-recurring gains and losses is expected to be between -2.048 billion yuan and -1.448 billion yuan, compared to -1.643 billion yuan in the same period last year. The performance change is mainly due to the company's continued increased investment in market promotion and research and development, as well as a year-on-year revenue growth of over 40%, with the proportion of overseas revenue further increasing

Kunlun: Expected net profit to be negative in 2025

Kunlun expects a net loss of 1.35 billion to 1.95 billion yuan in 2025, an improvement compared to the net loss of 1.59 billion yuan in the same period last year. Despite facing losses, the company relies on its strong innovation capabilities and a comprehensive product matrix, expecting revenue to grow by more than 40% year-on-year, with the proportion of overseas revenue further increasing

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The AI application sector in A-shares surged in the afternoon, with BlueFocus rising over 15%, followed by Fengyuzhu, B-RAY MEDIA, Kingswood Education, Kunlun, and others also climbing

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Kingswood Education

BlueFocus

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With the rise of AI application directions, 360 Security Technology Inc. hit the daily limit, COL rose over 9%, and VCG, Kunlun, and IReader Technology followed suit

Zhitong

IReader Technology

360 Security Technology Inc.

With the rise of AI application directions, 360 Security Technology Inc. hits the daily limit up

Kunlun(300418.SZ)