AI Monopoly at Discount Price
Moat: "Ernie Bot" is critical infrastructure without Western competition – if you want AI in China, you can't avoid Baidu.
Reading Time: 1 minute
For me, Baidu is currently a smart "hedge" against the tariff chaos in the West. While US and EU stocks are under geopolitical fire, Chinese stocks are gaining today. Baidu offers a rare opportunity-risk asymmetry: Monopoly instead of competition: With 200 million users, the "Ernie Bot" is not just a product due to the lack of Western alternatives, but critical infrastructure. Chinese companies must rely on Baidu for their AI integration – this guarantees a pricing power that the market still underestimates. Free options in the price: The market...
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