百度旗下芯片公司昆仑芯分拆上市的预期,正推动华尔街重估百度价值,估值逻辑正从传统业务转向以芯片为核心的硬科技资产。麦格理证券估算,百度在昆仑芯持有的59%股份价值约为165亿美元,约占其给出的百度目标估值的30%,昆仑芯明年的收入将翻倍至约14亿美元,与寒武纪处于同一梯队。随着旗下芯片子公司昆仑芯分拆上市预期的升温,百度正重获华尔街青睐。分析师认为,这一半导体业务的崛起不仅有助于释放百度潜在价值,...
Source Link百度旗下芯片公司昆仑芯分拆上市的预期,正推动华尔街重估百度价值,估值逻辑正从传统业务转向以芯片为核心的硬科技资产。麦格理证券估算,百度在昆仑芯持有的59%股份价值约为165亿美元,约占其给出的百度目标估值的30%,昆仑芯明年的收入将翻倍至约14亿美元,与寒武纪处于同一梯队。随着旗下芯片子公司昆仑芯分拆上市预期的升温,百度正重获华尔街青睐。分析师认为,这一半导体业务的崛起不仅有助于释放百度潜在价值,...
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