4月7日周一盘中，百度集团-SW（09888.HK）股价出现大幅下跌，跌幅高达14.75%。这一显著跌幅引发市场广泛关注，投资者对百度在人工智能（AI）领域的竞争力产生担忧。
消息面上，DeepSeek等新兴AI公司的崛起对百度构成了直接威胁。DeepSeek凭借低成本、高性能和开源策略，迅速在大模型领域抢占市场份额，已有超200家头部企业完成了其技术接口的集成部署。与此同时，阿里云和腾讯云等传统云计算巨头也在AI领域持续发力，进一步加剧了行业竞争。
分析人士指出，百度在AI领域的战略调整也引发了市场疑虑。百度宣布文心一言将全面免费，并计划开源文心大模型，这一举措虽有利于吸引用户和开发者，但也可能影响短期收入。此外，百度传统的广告业务持续下滑，而智能云业务虽增长迅速但占比仍较小，市场对百度能否快速实现业务转型持谨慎态度。这些因素共同导致投资者信心受挫，推动百度股价大幅下跌。
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