6月30日，百度集团-SW涨近4%，报108港元，成交额6.34亿港元。
消息面上，日前有媒体报道称，百度旗下的AI芯片子公司昆仑芯计划在香港上市，目标估值500亿美元（约合3398亿元）。据《财经》消息，一位知情人士称，投资人若想拿到股份份额，得先购买昆仑芯的货。该人士补充，如今昆仑芯无论在芯片采购还是股份份额认购，都很火爆，腾讯也是昆仑芯的客户。
交银国际近日研报指出，百度自2025年AI转型开始加速及深化，在1Q26公司AI新业务在百度一般性业务的占比已达到52%，但该行认为对于百度AI新业务的增长，市场或未有充分给予估值重估。看好公司2H26有望出现盈利拐点，2026-28年AI新业务占比将继续提升。
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