AI TRENDS | Baidu's Stock Rises as AgenticAI Era Begins

Baidu's stock opened 6.98% higher today, reaching a peak of 147.9 Hong Kong dollars. According to Jin10, Citigroup released a research report noting that Baidu's Chairman and CEO, Robin Li, announced at the BaiduCreate2026 conference that artificial intelligence is shifting from a model-centric to an application and agent-centric era. Li introduced the concept of 'daily active agents' as a new metric to better reflect AI's productivity output. Citigroup believes Baidu has positioned itself as a leader in the emerging 'AgenticAI' era, with a clear strategy to convert its technology into commercial value.