港股异动 | 百度集团-SW(09888)现涨超4% 昆仑芯赴港独立上市百度持股价值或达220亿美元

智通财经01-12

智通财经APP获悉，百度集团-SW(09888)，截至发稿，涨4.22%，报143.2港元，成交额8.66亿港元。消息面上，1月1日，百度正式宣布分拆旗下AI芯片子公司昆仑芯，并已向香港联交所提交上市申请。中金在拆分估值模型中，将以昆仑芯为核心的AI云基础设施作为独立业务板块进行评估，对应的隐含价值规模超过500亿美元。此外，高盛发布最新研报认为，根据其核心测算显示，如果市场给予昆仑芯类似于寒武纪...

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零点博弈资本
01-13
零点博弈资本
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11:09","market":"fut","language":"zh","title":"港股异动 | 百度集团-SW(09888)现涨超4% 昆仑芯赴港独立上市 百度持股价值或达220亿美元","url":"https://stock-news.laohu8.com/highlight/detail?id=2602567865","media":"智通财经","summary":"智通财经APP获悉，百度集团-SW，截至发稿，涨4.22%，报143.2港元，成交额8.66亿港元。消息面上，1月1日，百度正式宣布分拆旗下AI芯片子公司昆仑芯，并已向香港联交所提交上市申请。此外，高盛发布最新研报认为，根据其核心测算显示，如果市场给予昆仑芯类似于寒武纪的估值倍数，百度持有的59%股权价值将高达220亿美元，相当于百度当前总市值的45%。高盛数据显示，昆仑芯2025年销售额预计达35亿元，2026年有望跃升至65亿元。","content":"<html><body><p>智通财经APP获悉，<a href=\"https://laohu8.com/S/09888\">百度集团-SW</a>(09888)，截至发稿，涨4.22%，报143.2港元，成交额8.66亿港元。</p><p>消息面上，1月1日，<a href=\"https://laohu8.com/S/BIDU\">百度</a>正式宣布分拆旗下AI芯片子公司昆仑芯，并已向香港联交所提交上市申请。中金在拆分估值模型中，将以昆仑芯为核心的AI云基础设施作为独立业务板块进行评估，对应的隐含价值规模超过500亿美元。</p><p>此外，<a href=\"https://laohu8.com/S/GS\">高盛</a>发布最新研报认为，根据其核心测算显示，如果市场给予昆仑芯类似于<a href=\"https://laohu8.com/S/688256\">寒武纪</a>的估值倍数(40倍市销率)，百度持有的59%股权价值将高达220亿美元，相当于百度当前总市值的45%。高盛数据显示，昆仑芯2025年销售额预计达35亿元，2026年有望跃升至65亿元。而<a href=\"https://laohu8.com/S/JPM\">摩根大通</a>的预测更为激进，2026年收入或将达到83亿元。</p></body></html>","source":"stock_zhitongcaijing","collect":0,"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>港股异动 | 百度集团-SW(09888)现涨超4% 昆仑芯赴港独立上市 百度持股价值或达220亿美元</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{ 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0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n港股异动 | 百度集团-SW(09888)现涨超4% 昆仑芯赴港独立上市 百度持股价值或达220亿美元\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-01-12 11:09 北京时间&nbsp;&nbsp;&nbsp;<a href=http://www.zhitongcaijing.com/content/detail/1391456.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>智通财经APP获悉，百度集团-SW(09888)，截至发稿，涨4.22%，报143.2港元，成交额8.66亿港元。消息面上，1月1日，百度正式宣布分拆旗下AI芯片子公司昆仑芯，并已向香港联交所提交上市申请。中金在拆分估值模型中，将以昆仑芯为核心的AI云基础设施作为独立业务板块进行评估，对应的隐含价值规模超过500亿美元。此外，高盛发布最新研报认为，根据其核心测算显示，如果市场给予昆仑芯类似于寒武纪...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1391456.html\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"89888":"百度集团-SWR","BK1609":"ChatGPT概念","LU0856984785.SGD":"HSBC GIF MANAGED SOLUTIONS ASIA FOCUSED GROWTH \"ACH\" (SGDHDG) ACC","LU0359201612.USD":"贝莱德中国基金A2","IE0034224299.USD":"PINEBRIDGE ASIA EX JAPAN EQUITY \"A\" (USD) 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港股异动 | 百度集团-SW(09888)现涨超4% 昆仑芯赴港独立上市 百度持股价值或达220亿美元

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港股异动 | 百度集团-SW(09888)现涨超4% 昆仑芯赴港独立上市百度持股价值或达220亿美元