Reply To: Baidu Shakes Up Global AI Race With Cost-Slashing Models

#198313
Christian Harris
Participant

    From a fundamentals perspective, Baidu trades at a forward PE of under 10, suggesting it’s undervalued given its AI and cloud growth potential.

    Its strong cash position and steady free cash flow provide room for continued innovation, though advertising revenue headwinds remain a challenge.

    Baidu could be a long-term play for AI exposure, but I’d be cautious given the competitive and regulatory landscape.