百度拟分拆昆仑芯上市：估值数百亿国产GPU掀起上市浪潮

雷递网01-02

雷递网乐天 1月2日百度今日宣布，建议分拆目前拟通过昆仑芯股份的全球发售进行，包括：昆仑芯股份于香港进行公开发售，以供香港公众人士认购；及向机构及专业投资者配售昆仑芯股份。于本公告日期，昆仑芯为公司非全资附属公司，为一家行业领先的AI计算芯片及相关集成软硬件系统供应商，致力于让计算更智能。建议分拆完成后，预计昆仑芯仍将为公司的附属公司。百度称，建议分拆在商业方面对公司及昆仑芯均有利，且符合股东...

网页链接

免责声明：本文观点仅代表作者个人观点，不构成本平台的投资建议，本平台不对文章信息准确性、完整性和及时性做出任何保证，亦不对因使用或信赖文章信息引发的任何损失承担责任。

精彩评论

我们需要你的真知灼见来填补这片空白

发表看法

{"i18n":{"language":"zh_CN"},"isChannel":false,"data":{"share":"https://www.laohu8.com/m/news/2600058089?lang=zh_CN&edition=full","thumbnail":"","is_english":false,"pubTime":"2026-01-02 11:32","share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","id":"2600058089","market":"hk","top_or_hot":-1,"title":"百度拟分拆昆仑芯上市：估值数百亿 国产GPU掀起上市浪潮","media":"雷递网","content":"<div>\n<p>雷递网 乐天 1月2日百度今日宣布，建议分拆目前拟通过昆仑芯股份的全球发售进行，包括：昆仑芯股份于香港进行公开发售，以供香港公众人士认购；及向机构及专业投资者配售昆仑芯股份。于本公告日期，昆仑芯为公司非全资附属公司，为一家行业领先的AI计算芯片及相关集成软硬件系统供应商，致力于让计算更智能。建议分拆完成后，预计昆仑芯仍将为公司的附属公司。百度称，建议分拆在商业方面对公司及昆仑芯均有利，且符合股东...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260102113311a49383ec&s=b\">网页链接</a>\n\n</div>\n","source":"tencent","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>百度拟分拆昆仑芯上市：估值数百亿 国产GPU掀起上市浪潮</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n百度拟分拆昆仑芯上市：估值数百亿 国产GPU掀起上市浪潮\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-01-02 11:32 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260102113311a49383ec&s=b><strong>雷递网</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>雷递网 乐天 1月2日百度今日宣布，建议分拆目前拟通过昆仑芯股份的全球发售进行，包括：昆仑芯股份于香港进行公开发售，以供香港公众人士认购；及向机构及专业投资者配售昆仑芯股份。于本公告日期，昆仑芯为公司非全资附属公司，为一家行业领先的AI计算芯片及相关集成软硬件系统供应商，致力于让计算更智能。建议分拆完成后，预计昆仑芯仍将为公司的附属公司。百度称，建议分拆在商业方面对公司及昆仑芯均有利，且符合股东...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260102113311a49383ec&s=b\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU0229945570.USD","symbol_name":"TEMPLETON BRIC \"A\" (USD) ACC","start_time":0,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260102113311a49383ec&s=b","article_id":"2600058089","we_media_id":null,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260102113311a49383ec&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"url":"https://stock-news.laohu8.com/highlight/detail?id=2600058089","pubTimestamp":1767324763,"columns":[],"sourceInfo":{"source_id":"tencent","name":"腾讯"},"weMediaInfo":null,"summary":"百度称，建议分拆在商业方面对公司及昆仑芯均有利，且符合股东整体利益。2025年4月，百度还点亮了昆仑芯P800的三万卡集群。在金融行业，招商银行与百度智能云基于昆仑芯P800展开算力合作。为了进一步降低算力使用成本，百度智能云正式发布昆仑芯超节点。目前，昆仑芯估值肯定超过数百亿。","collect":0,"end_time":0,"defaultTopTitle":"qq.com","property":[],"viewcount":null,"language":"zh","relate_stocks":{"89888":"百度集团-SWR","LU0229945570.USD":"TEMPLETON BRIC \"A\" (USD) ACC","BK1095":"互动媒体与服务","BK1615":"港股-互联网","LU0039217434.USD":"HSBC GIF CHINESE EQUITY \"AD\" INC","LU0821914370.USD":"贝莱德亚洲成长领袖A2","BK1575":"同股不同权","BIDU":"百度","LU0228367735.SGD":"Eastspring Investments - Asian Equity Fund AS SGD","HK0000320264.USD":"TAIKANG KAITAI CHINA NEW OPPORTUNITIES FUND \"A\" (USD) ACC","LU0307460666.USD":"EASTSPRING INVESTMENTS CHINA EQUITY \"A\" ACC","LU0543330566.HKD":"TEMPLETON BRIC \"A\" (HKD) ACC","LU0163747925.USD":"EASTSPRING INVESTMENTS ASIAN EQUITY A ACC","LU0315179316.USD":"EASTSPRING INVESTMENTS ASIAN DYNAMIC \"A\" (USD) ACC","BK1587":"次新股","HK0000306685.HKD":"TAIKANG KAITAI CHINA NEW OPPORTUNITIES FUND \"A\" (HKD) INC","LU0823426480.USD":"法巴中国股票经典Dis","LU0043850808.USD":"HSBC GIF ASIA EX JAPAN EQUITY \"AD\" INC","LU0588546209.SGD":"Eastspring Investments - China Equity Fund AS SGD","LU0164880469.USD":"HSBC GIF HONG KONG EQUITY \"AC\" ACC","LU0823426308.USD":"法巴中国股票基金","LU0417516738.SGD":"Allianz Hong Kong Equity AT Acc SGD","LU0348735423.USD":"ALLIANZ HONG KONG EQUITY \"A\" (USD) INC","LU0173614495.USD":"富达中国焦点A","LU0856984785.SGD":"HSBC GIF MANAGED SOLUTIONS ASIA FOCUSED GROWTH \"ACH\" (SGDHDG) ACC","LU1048588211.SGD":"Blackrock Asian Dragon A2 SGD-H","LU0359201612.USD":"贝莱德中国基金A2","SG9999014674.SGD":"Nikko AM All China Equity A SGD","LU1328615791.USD":"FULLERTON LUX FUNDS - ALL CHINA EQUITIES \"I\" (USD) ACC","LU0359202008.SGD":"Blackrock China Fund A2 SGD-H","IE0034224299.USD":"PINEBRIDGE ASIA EX JAPAN EQUITY \"A\" (USD) ACC","BK1609":"ChatGPT概念","LU1115378108.SGD":"Eastspring Investments - Global Emerging Markets Dynamic AS SGD","LU0051755006.USD":"摩根大通中国A (dist)","LU0072462343.USD":"贝莱德亚洲巨龙基金","09888":"百度集团-SW","LU1023057109.AUD":"BGF CHINA \"A2\" (AUDHDG) ACC","SG9999002828.SGD":"Eastspring Investments Unit Trusts - Dragon Peacock A SGD","LU0819121731.USD":"HSBC GIF MANAGED SOLUTIONS ASIA FOCUSED GROWTH \"AC\" (USD) ACC","SG9999002463.SGD":"LionGlobal China Growth SGD","LU0456827905.SGD":"JPMorgan Funds - China A (acc) SGD","LU1481107354.HKD":"HSBC GIF HONG KONG EQUITY \"AD\" (HKD) INC","LU0326950275.SGD":"Schroder ISF China Opportunities A Acc SGD-H","HK0000306701.USD":"TAIKANG KAITAI CHINA NEW OPPORTUNITIES FUND \"A\" (USD) INC","LU0149721374.USD":"HSBC GIF HONG KONG EQUITY \"AD\" INC","LU0417516902.SGD":"Allianz China Equity Cl AT Acc SGD","LU0762541174.USD":"HSBC GIF MANAGED SOLUTIONS ASIA FOCUSED INCOME \"AM2\" (USD) INC","LU2476274308.USD":"ALLIANZ CHINA FUTURE TECHNOLOGIES \"AT\" (USD) ACC","LU0831093199.SGD":"HSBC GIF MANAGED SOLUTIONS ASIA FOCUSED INCOME \"AM3\" (SGDHDG) INC","LU0531971595.HKD":"HSBC GIF CHINESE EQUITY \"AD\" (HKD) INC","LU0348825331.USD":"ALLIANZ CHINA EQUITY \"A\" (USD) INC","LU0052750758.USD":"富兰克林中国基金A Acc","LU0871576103.HKD":"HSBC GIF CHINESE EQUITY \"AC\" (HKD) ACC","LU0320764599.SGD":"FTIF - Templeton China A Acc SGD","BK1588":"回港中概股","LU0287142896.SGD":"Fidelity China Focus A-SGD","LU0164865239.USD":"HSBC GIF CHINESE EQUITY \"AC\" (USD) ACC","LU0630378692.HKD":"HSBC GIF ASIA PACIFIC EX JAPAN EQ HD \"AM2\" (HKD) INC","LU0630378429.USD":"HSBC GIF ASIA PACIFIC EX JAPAN EQ HD \"AM2\" (USD) INC","LU1048596156.SGD":"Blackrock Asian Growth Leaders A2 SGD-H","LU2778985437.USD":"ALLIANZ CHINA FUTURE TECHNOLOGIES \"A\" (USD) INC","LU2039709279.SGD":"MANULIFE GF DRAGON GROWTH \"AA\" (SGDHDG) INC","HK0000320223.HKD":"TAIKANG KAITAI CHINA NEW OPPORTUNITIES FUND \"A\" (HKD) ACC","LU0640798160.USD":"EASTSPRING INVESTMENTS GLOBAL EMERGING MARKET DYNAMIC \"A\" (USD) ACC","LU0708995583.HKD":"TEMPLETON CHINA \"A\" (HKD) ACC","LU0762542818.HKD":"HSBC GIF MANAGED SOLUTIONS ASIA FOCUSED INCOME \"AM\" (HKD) INC","LU0197773160.USD":"HSBC GIF ASIA PACIF EX JAPAN EQ HD \"AC\" ACC","LU0762540952.USD":"HSBC GIF MANAGED SOLUTIONS ASIA FOCUSED INCOME \"AC\" (USD) ACC","LU0197773673.USD":"HSBC GIF ASIA PACIF EX JAPAN EQ HD \"AS\" (USD) INC"},"translate_title":"Baidu plans to spin off Kunlun Core and go public: domestic GPUs with a valuation of tens of billions set off a wave of listings","themeId":"57017f1657b732cd3d41fb39970ac93b","isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"89888":0.6,"09888":1.95,"BIDU":1.95},"content_text":"雷递网 乐天 1月2日百度今日宣布，建议分拆目前拟通过昆仑芯股份的全球发售进行，包括：昆仑芯股份于香港进行公开发售，以供香港公众人士认购；及向机构及专业投资者配售昆仑芯股份。于本公告日期，昆仑芯为公司非全资附属公司，为一家行业领先的AI计算芯片及相关集成软硬件系统供应商，致力于让计算更智能。建议分拆完成后，预计昆仑芯仍将为公司的附属公司。百度称，建议分拆在商业方面对公司及昆仑芯均有利，且符合股东整体利益。1，建议分拆可更全面地反映昆仑芯集团基于自身优势的价值，并提升其营运及财务透明度，令投资者能清晰区分昆仑芯集团与保留集团，独立评估及衡量昆仑芯集团的表现及潜力；2，昆仑芯的业务（有别于保留集团业务相对较为多元化的业务模式）将吸引专注于通用,AI计算芯片及相关软硬件系统业务的投资者群体；3，昆仑芯集团之业务凭藉其规模已足以寻求上市地位，且公司认为该地位将对公司及昆仑芯有利。因为建议分拆将提升昆仑芯在其客户、供应商及潜在战略合作伙伴中的形象，并提高其协商及争取更多业务的地位，从而令保留集团可透过其于昆仑芯的持股受益于昆仑芯的增长；使昆仑芯能在未来有需要时直接且独立地进入股权及债务资本市场，从而令保留集团能更有效地配置财务资源；及更直接地将公司与昆仑芯双方管理层的职责及问责与彼等各自的营运及财务表现挂钩，进而加强管理层专注度及企业管治。算力是AI时代的“新电力”。2025年4月，百度还点亮了昆仑芯P800的三万卡集群。在金融行业，招商银行与百度智能云基于昆仑芯P800展开算力合作。除招商银行这类金融机构，昆仑芯P800算力已在国家电网、中国钢研等央企，同济大学、北京大学等高校及一批互联网企业进行规模化部署。为了进一步降低算力使用成本，百度智能云正式发布昆仑芯超节点。昆仑芯超节点支持把64张昆仑芯AI加速卡放到同一个机柜，实现单节点的超强性能，一个机柜就能顶过去100台机器。据悉，昆仑芯片是百度自主研发的云端AI通用芯片。在2018年7月举办的百度AI开发者大会上，百度公司董事长兼CEO李彦宏正式宣布，百度自研AI芯片命名为昆仑，并成立相关业务部门。2021年3月，百度曾宣布昆仑芯业务完成独立融资协议的签署，投后估值约130亿，由CPE源峰领投，IDG资本、君联资本、元禾璞华跟投。目前，昆仑芯估值肯定超过数百亿。当下，摩尔线程、沐曦已在科创板上市，壁仞刚刚在港交所上市，燧原科技完成上市辅导，准备在科创板上市，国产GPU正掀起上市浪潮。———————————————雷递由媒体人雷建平创办，若转载请写明来源。","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"corporation","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":0,"need_auth":false,"need_login_tip":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":1,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"tenantId":"TBCN","deviceId":"web-server-community-laohu8-v3","version":"4.42.0","shortVersion":"4.42.0","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2600058089","isCrawlerRequest":true}

百度拟分拆昆仑芯上市：估值数百亿 国产GPU掀起上市浪潮

精彩评论

百度拟分拆昆仑芯上市：估值数百亿国产GPU掀起上市浪潮