百度(BIDU)今日盘中大涨5.04%，引起了市场的广泛关注。
消息面上，百度旗下昆仑芯科技在2026世界人工智能大会(WAIC 2026)上首次公开展示了第四代AI芯片M100。该芯片基于全国产供应链打造，沿用自研XPU架构，针对大模型推理的算力需求完成专项优化，兼顾通用性、运算效率与部署成本，为AI算力部署提供了国产化备选方案。此次重磅产品的亮相，增强了市场对百度AI算力业务前景的信心。
此外，交银国际发布研报指出，预期百度AI新业务仍保持高速增长，同时维持其“买入”评级。百度近期还宣布正式推进港股由二次上市自愿转换为双重主要上市，预计年内完成，此举有望改善公司流通性及估值。多重利好因素共同推动了百度股价的强势表现。
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