The news of Kunlunxin's independent listing has further elevated Baidu's "AI infrastructure" story. The short-term stock price reaction is emotional, but in the long run, it depends on whether Kunlun's revenue independence, gross margin, and external customer share can continue to expand—if it can truly grow external revenue, this is not financial engineering but the realization of industrial value.
Today, Hong Kong stocks have already risen against the trend by 3.45%, performing well. Let's see how U.S. stocks perform tonight💪
$Baidu(BIDU.US) $BIDU-SW(09888.HK)
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