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Baidu: Q4 Results Continue To Re-Affirm Structural Slowdown

Source: SeekingAlpha

2026-04-07 11:00:55 ET

Q4 Results: Reiterate "hold" Rating

Broad sell-off of CN tech

Baidu ( BIDU ) released its Q4 results towards the end of February. The stock traded at ~$125 right before earnings release. Right now, it trades at $100-$110. The downturn was gradual and attributes more to the broader sell-off of China's tech sector. This goes for internet giants like Alibaba ( BABA ), fabless chip designers like Cambricon, and domestic chip manufacturers like SMIC. Technicals are weak across names and embarking on a slow repricing since the August tech rally....

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Baidu: Q4 Results Continue To Re-Affirm Structural Slowdown
Baidu

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