Tuesday dominated by Baidu's AI transformation narrative—legacy search declining 18% YoY but AI Cloud, Apollo Go robotaxis delivering 3.1 million driverless rides, and AI-native marketing services growing 262% YoY demonstrating China's pivot from traditional Internet to AI-first business models.
Baidu represents China's AI transformation with Cloud growth, Apollo Go autonomous mobility scaling to 3.1 million quarterly rides, and AI-native marketing hypergrowth, though legacy advertising collapse and RMB 16.2 billion infrastructure impairment
XPeng represents Chinese EV mass-market penetration with gross margin inflection and profitability approaching, augmented by Physical AI ambitions in robotaxis and humanoid robots, though price competition and single-quarter breakeven sustainability remain execution risks.
Monday kickoff to heavyweight earnings week dominated by XPeng's Chinese EV breakout story, setting stage for later retail (Walmart, Home Depot), semiconductor (Nvidia), and enterprise software (Palo Alto Networks) reports.
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