4月16日，百度集团-SW盘中涨超7%，美股夜盘涨近4%。
消息面上，Create 2026百度AI开发者大会已正式定档，将于5月13日至14日在北京举行，主题为“万物一体”。本届大会以“万物一体”为主题，首次将“Create百度AI开发者大会”与“云智大会”合二为一，集中展示百度智能云AI Infra与Agent Infra技术突破、“超级个体”生产力工具链、龙虾全家桶全场景智能体验三大核心看点。
华鑫证券指出，公司2025年第四季度财报清晰地展现了“AI核心”战略的成果，AI业务不仅收入增速快，其营收贡献占比已超过四成，成为驱动增长的主引擎。摩通大根也认为，市场焦点已从传统搜索变现转向百度能否透过AI云及昆仑芯成为AI基础设施投资的可靠上市平台。
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