Baidu's stock surged 5.08% during Tuesday's intraday trading session, reflecting strong investor interest in the Chinese tech giant.

The price movement follows a positive research report from Guosen Securities, which maintains its recommendation for Baidu. The firm highlighted that AI business models are maturing, with revenue growth significantly outpacing training costs and gross margins for model companies continuously improving. Guosen Securities specifically recommends cloud providers like Baidu that possess both large model capabilities and in-house chip development expertise.

Baidu's recent product developments in artificial intelligence, including the release of Ernie5.1 and the general-purpose agent DuMate, further support the positive sentiment. The research indicates the AI investment narrative is shifting toward validating whether the supply-side can support subsequent order fulfillment, positioning companies with strong technical capabilities favorably.