AI Cloud Infrastructure GrowthAnalyst expects strong AI cloud infrastructure demand to drive Baidu Cloud revenue growth above industry trends, supporting improved margins through integrated chip‑and‑cloud offerings.
Autonomous Mobility ExpansionAnalyst notes Apollo Go’s international commercial launches and partnerships with ride‑hailing platforms can diversify revenue and validate autonomous driving technology at scale.
Spin-off Unlocking ValueAnalyst expects the proposed Kunlun chip spin-off and potential IPO to unlock shareholder value by highlighting underappreciated domestic AI chip assets and prompting investor re‑rating.