百度(BIDU)今日盘前股价大涨5.14%，引发市场广泛关注。
消息面上，据媒体报道，百度旗下AI芯片子公司昆仑芯计划在香港进行首次公开募股(IPO)。昆仑芯近期完成了一轮融资，估值达29.7亿美元(约合人民币210亿元)。公司计划最早于2026年一季度向港交所提交上市申请，目标在2027年初完成IPO。
昆仑芯是百度内部孵化的AI芯片公司，于2021年完成独立融资。公司最新发布的M100和M300芯片产品分别计划于2026和2027年上市。摩根大通预计，昆仑芯收入将从2025年的约13亿元飙升至2026年的83亿元，增幅达6倍。这一消息显著提升了市场对百度AI业务价值的预期。
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