A frank investor's deep-dive into NIO's 2026 outlook: the battery-swap BaaS model, Onvo and Firefly sub-brand ramp, China EV price war economics, ADR and VIE delisting risk, and a full bull-bear matrix. Includes competitor table and earnings checklist.
Baidu BIDU análisis 2026: modelo de lenguaje ERNIE vs. ChatGPT, expansión comercial del robotaxi Apollo Go, nube AI ACE, declive de búsqueda, riesgo VIE y HFCAA, escenarios para inversores latinoamericanos.
PDD Holdings análisis 2026: expansión global de Temu, cambios en la regla de minimis de EE.UU., competencia Pinduoduo vs. Alibaba en China, ausencia de cotización en HKEx y mayor riesgo HFCAA, escenarios para inversores latinoamericanos.
BIDU Baidu stock outlook 2026: ERNIE large language model vs. ChatGPT, Apollo Go robotaxi commercial expansion, ACE cloud AI services, Chinese search revenue pressure, VIE structure, HFCAA risk, and scenario analysis for US investors.
PDD Holdings stock outlook 2026: Temu global expansion risk, US de minimis tariff changes, Pinduoduo China e-commerce competition with Alibaba, VIE structure, HFCAA, and bull/base/bear scenarios for US investors.