Apollo Go robotaxi operation in Wuhan is the most credible commercial AV business globally, but monetization is years away. Search business is being eaten by Douyin and ByteDance products. ERNIE LLM has decent benchmarks but no clear distribution win. Stock screens cheap on every metric but the value trap risk is real.
Thesis reviewed May 29, 2026
Baidu Inc is headquartered in China, which is currently showing elevated risk signals.
🇨🇳China71NEUTRALView China risk detail →💻Technology24WATCH| Ticker | Company | Score | Gap | Signal Δ | Action |
|---|---|---|---|---|---|
| ZS | Zscaler Inc. | 29 | +14% | ↓8% | EARLY |
| META | Meta Platforms Inc. | 29 | +20% | ↓8% | EARLY |
| HUBS | HubSpot Inc. | 29 | +10% | ↓8% | EARLY |
| SHOP | Shopify Inc. | 29 | +13% | ↓8% | EARLY |
| SNOW | Snowflake Inc. | 29 | +9% | ↓8% | NEUTRAL |
| PSO | Pearson PLC | 29 | +10% | ↓8% | NEUTRAL |
| NOW | ServiceNow Inc. | 29 | +17% | ↓8% | EARLY |
Investors who hold BIDU may also have indirect exposure through these country funds.
Apollo Go expands to Beijing and Shanghai with paid robotaxi service
Search ad revenue declines 6% YoY; share loss to ByteDance ongoing
ERNIE 5.0 launched; benchmarks competitive with GPT-5 mini class
Estimates · Yahoo Finance · Not audited figures