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Zhengyu

senior executive at UBS Asset Management Americas Inc.

Zhengyu is a senior executive at UBS Group AG, serving as the Group Chief Operations and Technology Officer as well as Chief Operations and Technology Officer for UBS AG, specializing in global financial operations and technology leadership. Throughout his tenure at UBS, he has overseen major technology and operational initiatives and contributed to the integration of global family and institutional wealth management, although he does not directly cover individual public companies as a research analyst would. His career includes senior leadership roles at Standard Chartered Bank as CIO and Global Head in technology and operations, as well as Head of Corporate Strategy and M&A for the EMEA and Pacific Rim at Merrill Lynch before joining UBS in 2016. Holding a master’s degree from the University of Oxford, Zhengyu is also active on UBS boards and industry foundations, recognized for his strategic and technological contributions to global banking.

Zhengyu's questions to Baidu (BIDU) leadership

Question · Q4 2024

Zhengyu from UBS inquired about the Baidu Core margin trend for Q1 and full-year 2025, considering advertising headwinds and the increasing revenue mix from the cloud business. He also asked about potential operating efficiencies and any major investment plans for the year.

Answer

Interim CFO Junjie He stated that despite near-term pressures, strategic AI investments are expected to deliver sustainable impact. He outlined a focus on improving resilience through gradual ad revenue recovery, robust growth and margin expansion in AI Cloud, and narrowing losses in businesses like Apollo Go. Investments will continue to target high-ROI initiatives like ERNIE and autonomous driving, balanced with a commitment to operational efficiency.

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