Chinese AI Firms Launch Lunar New Year Giveaway Blitz
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 1 day ago
0mins
Should l Buy BIDU?
Source: Newsfilter
- Lunar New Year Promotions: During the Lunar New Year, Chinese AI companies like ByteDance, Baidu, Tencent, and Alibaba are giving away luxury cars and cash red envelopes to attract users, with ByteDance offering 100,000 prizes for its Doubao AI model, including some red envelopes as high as CNY8,888 (about $1,280), highlighting the fierce competition for user acquisition.
- Massive Financial Investments: Baidu allocated CNY500 million (about $72 million) for its Ernie chatbot, Tencent doubled that to CNY1 billion (about $145 million), and Alibaba's investment reached a staggering CNY3 billion (about $434 million), all aimed at rapidly attracting users and building developer ecosystems.
- Intensifying Market Competition: Analysts indicate that this promotion, dubbed the
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Analyst Views on BIDU
Wall Street analysts forecast BIDU stock price to rise
13 Analyst Rating
11 Buy
2 Hold
0 Sell
Strong Buy
Current: 138.380
Low
100.00
Averages
160.67
High
215.00
Current: 138.380
Low
100.00
Averages
160.67
High
215.00
About BIDU
Baidu Inc is a Chinese language Internet search provider. The Company operates its businesses through two segments, Baidu Core segment and iQIYI segment. Baidu Core segment mainly provides search-based, feed-based, and other online marketing services, as well as products and services from the Company’s new artificial intelligence (AI) initiatives, such as display advertisement and based on performance criteria other than cost-per-click, cloud services, smart devices and services, non-marketing consumer-facing services such as membership, and intelligent driving. iQIYI segment produces, aggregates and distributes a wide variety of professionally produced content, as well as a broad spectrum of other video content, in a variety of formats, including a variety of products and services encompassing online video, online games, online literature, comics and others.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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- Impact on Market Environment: This regulatory action may have profound implications for internet companies' operational models, prompting them to prioritize compliance and cooperation in their competitive strategies, thereby influencing the future market landscape.
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- Market Reaction Intensified: On February 13, 2026, Baidu was again listed as aiding the Chinese military by the Pentagon, which was quickly retracted, causing the stock to drop nearly 5% during intraday trading, further exacerbating investor losses.
- Investor Rights Protection: The law firm is urging all investors who purchased Baidu securities during this period to contact them to explore potential claims, ensuring that investors' legal rights are upheld.
See More
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- List Addition Incident: On February 13, 2026, the Pentagon added Baidu to the list of companies aiding the Chinese military but quickly withdrew it, causing the stock to drop nearly 5% during intraday trading, further harming investors.
- Legal Consultation Opportunity: The Law Offices of Howard G. Smith are investigating on behalf of Baidu investors, urging those who suffered losses to contact them for potential claims, highlighting the significance of legal action.
- Investor Rights Protection: This situation underscores the importance of investors seeking legal advice and protecting their rights in the face of potential corporate legal issues, especially during stock price volatility.
See More
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- Asset Management Shift: Following this liquidation, Baidu now represents 0% of Infini's reportable AUM, with the fund reallocating its investments primarily to VNET and CHA, highlighting a major portfolio restructuring.
- Financial Impact: The quarter-end value of Baidu decreased by $4.4 million, illustrating that Infini failed to capitalize on Baidu's 48.3% stock price increase over the past year, reflecting broader market challenges.
- Market Sentiment: Infini's decision to exit follows an 18% drop in advertising revenue and a $2.2 billion impairment charge in Q3 2025, suggesting growing frustration with Baidu's stock performance, leading to a gradual sell-off throughout 2025.
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