Peer Tesdorpf @PeerInvests: "𝗕𝗮𝗶𝗱𝘂 (𝗕𝗜𝗗𝗨) — 𝗪𝗵𝘆 𝘄𝗲..."

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𝗕𝗮𝗶𝗱𝘂 (𝗕𝗜𝗗𝗨) — 𝗪𝗵𝘆 𝘄𝗲 𝗶𝗻𝘃𝗲𝘀𝘁 𝗮𝗻𝗱 𝘄𝗵𝘆 𝘄𝗲 𝘀𝗲𝗲 𝗹𝗼𝗻𝗴-𝘁𝗲𝗿𝗺 𝗽𝗼𝘁𝗲𝗻𝘁𝗶𝗮𝗹 🤖📈 Baidu is often called “the Google of China”, but we see it as much more than that. Baidu is a core AI and technology platform with exposure to several strategic growth areas in China. 1️⃣ 𝗥𝗲𝗰𝗲𝗻𝘁 𝗣𝗲𝗿𝗳𝗼𝗿𝗺𝗮𝗻𝗰𝗲 📊 Baidu has performed relatively well over the last year, supported by improving sentiment toward Chinese equities, solid cash generation, and a renewed focus on its core businesses. As confidence slowly returns, high-quality tech names like Baidu have started to benefit. 2️⃣ 𝗔𝗜 𝗮𝘀 𝘁𝗵𝗲 𝗖𝗼𝗿𝗲 𝗗𝗿𝗶𝘃𝗲𝗿 🧠 Artificial intelligence sits at the heart of Baidu’s strategy. With its 𝗘𝗿𝗻𝗶𝗲 large language model, AI cloud services, and integration across search and enterprise solutions, AI represents a long-term, high-margin growth opportunity. 3️⃣ 𝗔𝘂𝘁𝗼𝗻𝗼𝗺𝗼𝘂𝘀 𝗗𝗿𝗶𝘃𝗶𝗻𝗴 𝗢𝗽𝘁𝗶𝗼𝗻𝗮𝗹𝗶𝘁𝘆 🚗 Through Apollo, Baidu is deeply involved in 𝘀𝗲𝗹𝗳-𝗱𝗿𝗶𝘃𝗶𝗻𝗴 technology, including robotaxi pilots in multiple Chinese cities. While still early, this adds meaningful upside and long-term optionality. 4️⃣ 𝗦𝗲𝗺𝗶𝗰𝗼𝗻𝗱𝘂𝗰𝘁𝗼𝗿𝘀 & 𝗜𝗻𝗳𝗿𝗮𝘀𝘁𝗿𝘂𝗰𝘁𝘂𝗿𝗲 ⚙️ Baidu is increasingly investing in AI chips and computing infrastructure, supporting China’s push toward 𝘁𝗲𝗰𝗵𝗻𝗼𝗹𝗼𝗴𝗶𝗰𝗮𝗹 𝘀𝗲𝗹𝗳-𝘀𝘂𝗳𝗳𝗶𝗰𝗶𝗲𝗻𝗰𝘆 and strengthening its long-term positioning. 5️⃣ 𝗖𝗵𝗶𝗻𝗮 𝗖𝗮𝗽𝗶𝘁𝗮𝗹 𝗠𝗮𝗿𝗸𝗲𝘁 𝗧𝗮𝗶𝗹𝘄𝗶𝗻𝗱𝘀 🇨🇳 Institutional investors are gradually increasing allocations to domestic equities. At the same time, private investors are shifting capital away from real estate — where returns have weakened — toward the stock market. This structural shift supports higher-quality Chinese companies over time. 6️⃣ 𝗩𝗮𝗹𝘂𝗮𝘁𝗶𝗼𝗻 & 𝗥𝗶𝘀𝗸𝘀 ⚖️⚠️ Baidu trades at what we consider a reasonable valuation relative to its technology assets and cash flows. Key risks remain, including regulation, macro uncertainty, and geopolitics — and these risks explain part of the discount. 𝗢𝘂𝗿 𝗧𝗮𝗸𝗲 💡 Baidu is not a short-term trade. It is a long-term technology bet on China, combining AI leadership, autonomous driving optionality, and improving domestic capital market dynamics. Despite higher volatility, we believe Baidu offers attractive long-term upside for patient investors. 𝗡𝗼 𝗳𝗶𝗻𝗮𝗻𝗰𝗶𝗮𝗹 𝗮𝗱𝘃𝗶𝗰𝗲. Peer $BIDU (Baidu, Inc.-ADR) $NSDQ100 $SPX500 $BTC $GER40

Not investment advice. The author may have financial interests in the mentioned instruments.