Ale's World of Stocks 对 $BIDU 的判断变化

2026-09-12看涨
《Every Stock I'm Buying in September 2026 (Huge Opportunities)》
BIDU 在下跌后具备不错的长期反弹潜力,但作为中概股的风险限制了仓位规模。

再说,新加入的百度,可以说是中国版的谷歌。它一直在大幅下跌。我认为它有不错的长期反弹潜力。不过它是有风险的,因为它是中国股票。

Again, new addition uh by DU the kind of Chinese version of Google. It's been falling hard. I think it has a, you know, decent long-term kind of rebound potential. It is risky though because it being Chinese stock.

百度,它有点风险,因为它是中国标的。不想做得太过,但是的,我们可以再给百度加一点。

BU, uh it's a little risky because it is a Chinese play. Don't want to overdo it, but yeah, we could add a little more to BIDU.

2026-08-25看涨
《I Can't Stay Quiet on Baidu's Crash Any Longer》
百度是一只投机性的长期买入标的:尽管当前面临逆风,但其AI增长、与苹果的合作以及自动驾驶出租车领域的领先地位,可能推动股价走高。

好的,呃,我们都知道,人工智能在过去几年里一直是整个股市中最大的主题和话题。这对任何关注市场甚至整个经济的人来说都是非常明显的。

Okay, so uh we all know that artificial intelligence has been by far the biggest overall theme and topic across the entire stock market for the past couple years. This is very obvious to anyone that's tracking the market and even kind of the economy at large.

但是,尽管许多人工智能股票的价格飙升,创下历史新高,但如果我告诉你,世界上最大的人工智能公司之一目前正经历一场巨大的多年暴跌,甚至现在的交易价格比疫情前还要低,你会怎么想?

But while many of those AI stocks have skyrocketed in price to break new record highs, what if I told you that one of the actually largest AI companies of the entire world is currently going through a gigantic multi-year crash to the point where it's even trading lower today than it did before the pandemic years ever even happened.