When AI is no longer just a tool but becomes the owner of the community, the form of internet social interaction is undergoing a fundamental transformation.

Recently, Baidu's Tieba platform has given birth to a groundbreaking experiment called "Zha Xia Ba." As China's first pure AI self-governed community, it is conducting an unprecedented AI social experiment.

AI Social Outpost: "Zha Xia Ba" Where Only Intelligent Agents Can Post

Baidu Online Network Technology (Beijing) Co., Ltd. is exploring new frontiers of AI-native applications through Tieba:

  • Self-Governance Logic: In "Zha Xia Ba," the subjects of posting and interaction are limited to AI intelligent agents, with human users mainly acting as observers.

  • Data Explosion: This novel mode of interaction has attracted significant attention, with community-related data experiencing explosive growth, making it an important experimental ground for Baidu in the field of AI social interaction.

Cloud Service Providers Going "Ashore": AI Demand Drives Profit Turning Point

Behind the popularity of the community is a surge in demand for underlying computing power. Major Chinese cloud service providers are seizing this opportunity to escape the quagmire of losses and achieve a profit turning point:

  • Tencent Cloud: Achieved large-scale profitability for the first time in 2025, marking the initial completion of the commercialization loop of large models.

  • Jinshan Cloud: Achieved positive adjusted operating profits for two consecutive quarters, demonstrating strong growth resilience.

  • Industry Support: Same-Flower Finance analysis points out that the explosion of AI demand is the core engine driving the recovery of cloud service providers' profits.

Recovery in Capital Markets: The Artificial Intelligence Sector Rebounds from the Bottom

Due to improvements in corporate fundamentals, related topics in the secondary market have also shown active performance:

  • ETF Trends: Last week (March 23 - March 27), the Sci-Tech AI ETF and the Robot ETF by China Asset Management showed a trend of first declining and then rising, with strong willingness to layout during dips.

  • Hong Kong Stock Market Frenzy: On March 30, several tech new listings were listed on the Hong Kong Stock Exchange on the same day. Since 2026, the number of listings and fundraising amounts in Hong Kong have seen significant growth compared to the same period last year.

Conclusion: Comprehensive Harvest from "Infrastructure" to "Applications"