BIDU vs PDD· which do the legends prefer?

This quarter the legends' collective actions clearly favor PDD (score 22 vs 0). That doesn't make BIDU worse — the score reflects disclosed actions, not a price forecast.

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BIDU
Baidu · Ernie models + autonomous driving

No score (not held by tracked investors)

Early bet on LLMs and robotaxi.

Ad pressure; slow monetization.

PDD
PDD Holdings · E-commerce + AI recommendation
CCS22Weak
  • Duan Yongping · Added+10

High growth, strong cash flow, modest valuation.

Competition, regulation, overseas-expansion risk.

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