The risk reward for Alibaba is "darn good", but Baidu's search business is at risk: Analyst
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Barclays' analyst Jiong Shao sees a positive risk-reward for Alibaba due to its strong cloud infrastructure and potential in AI. However, Baidu's search business faces challenges as it pursues a chatbot strategy.
February 21, 2025 | 1:00 pm
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NEGATIVE IMPACT
Baidu's search business is at risk due to its chatbot strategy, presenting an 'innovator's dilemma' according to Barclays' analyst Jiong Shao.
The analyst highlights risks to Baidu's search business due to its chatbot strategy, which could negatively impact its stock price.
CONFIDENCE 85
IMPORTANCE 60
RELEVANCE 70
POSITIVE IMPACT
Barclays' analyst Jiong Shao is optimistic about Alibaba's potential in AI, supported by its strong cloud infrastructure in Asia.
The analyst's positive outlook on Alibaba's AI potential and cloud infrastructure suggests a likely positive impact on its stock price.
CONFIDENCE 90
IMPORTANCE 70
RELEVANCE 80