US Stock Market Move | Baidu Inc Sponsored ADR Class A(BIDU.US) up 5% in pre-market trading. Baidu Inc Sponsored ADR Class A, the map and unmanned vehicle unicorn enterprise, has reached a deep cooperation with New Stone Age.
On Tuesday, Baidu (BIDU.US) rose 5% in pre-market trading, reaching $133.15 per share.
On Tuesday, Baidu Inc Sponsored ADR Class A (BIDU.US) rose 5% in pre-market trading to $133.15. In terms of news, on December 30th, Baidu Inc Sponsored ADR Class A Maps officially announced a deep cooperation with the self-driving unicorn company Neolithic, integrating LD data products into Neolithic's unmanned logistics platform to provide high-precision map services for its end delivery and urban freight scenarios. Public data shows that Neolithic's unmanned vehicles use self-developed visual BEV algorithms and the 4D One Model architecture, enabling Level 4 autonomous driving in complex road environments. Its unmanned vehicle products have been widely deployed in logistics, express delivery, supermarket city distribution, pharmaceutical distribution, demonstrating high intelligence and operational flexibility.
Earlier, J.P. Morgan stated that the investment narrative of Baidu Inc Sponsored ADR Class A is undergoing a fundamental shift, with the company accelerating its transformation from a traditional search advertising model to an AI infrastructure provider. This judgment is based on Baidu Inc Sponsored ADR Class A's key advancements in the AI field, including the commercialization of the Kunlun series chips and a significant increase in GPU computing resource demand, which are expected to significantly improve Baidu Inc Sponsored ADR Class A's revenue growth.
J.P. Morgan believes that the core of the transformation lies in the explosive growth of the AI infrastructure business, including expectations for Kunlun chip revenue: J.P. Morgan expects Baidu Inc Sponsored ADR Class A's Kunlun chip revenue to increase significantly from approximately 1.3 billion RMB in 2025 to 8.3 billion RMB in 2026, reflecting a sixfold increase and indicating strong demand for AI hardware. Potential growth in cloud business: Analysts predict that Baidu Inc Sponsored ADR Class A's cloud business revenue will grow by 61% in 2026, becoming an important support for the growth curve.
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