AI收入过半，百度把港股“副桌”转正

北京商报08-27

8月27日，百度集团在香港联交所发布公告称，自愿将其港股第二上市地位转换为双重主要上市，将于2026年9月1日生效。届时，百度将在香港联交所与纳斯达克两地均拥有主要上市地位。回溯百度上市历程，2005年登陆纳斯达克，2021年以二次上市方式登陆港交所。五年后，百度将“副桌”也升级为“主桌”。百度首席财务官何海建将此节点定义为“公司AI战略进入收获期”的标志。2026年二季度，百度总营收313亿元，...

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　　“于香港联交所自愿转换为双重主要上市”，8月27日一早，百度发布以上公告。2021年百度在香港二次上市，2026年7月，董事会批准启动双重主要上市转换。此次转换不涉及公司发行新股或进行任何融资活动。　　对于这一变化，百度首席财务官何海建表示，双重主要上市将扩大投资者基础、提升股份流动性，也是公司AI战略进入收获期的一个重要节点。此外，公司也在为转换完成后尽早纳入港股通积极准备。　　站在资本端的角度，北京社科院副研究员王鹏向北京商报记者表示，“这一动作彻底脱离此前港股对美股市场的依附状态，两地上市地位完全独立对等，从制度层面筑牢跨市场资本安全屏障，同时直接打通南向资金接入通道，让熟悉中国AI产业逻辑的本土资本顺畅参与定价，彻底摆脱海外市场用传统互联网逻辑给百度估值的路径依赖，推动市场用硬核科技成长框架重新审视其全栈AI资产的长期价值，为后续技术攻坚提供更稳定的资本支撑”。　　所谓全栈AI，即从芯片、云基础设施、模型到应用，每一层都有产品布局，在全球范围内，百度属于为数不多的进行AI全栈布局的公司。在王鹏看来，这正是百度AI最核心的竞争力。“各层技术完全打通、自主可控，形成单点布局厂商难以复制的协同效应。”　　根据不久前百度发布的最新财报，2026年二季度百度实现营收313亿元；百度一般性业务收入252亿元，其中AI业务收入占比50%，连续两季占比过半。财报显示，二季度百度AI云基础设施收入为73亿元，同比增长50%；GPU（图形处理器）云同比高速增长283%，增速较上一季度的184%进一步加快。同期，AI应用收入25亿元，同比增长3%，8月，百度完成AI办公产品线新一轮整合，形成以百度搭子、库库AI、秒哒等为代表的AI办公产品矩阵。AI原生营销服务二季度收入26亿元，6月，百度App月活跃用户数达6.4亿。7月，百度一镜发布数字人视频播客解决方案。　　百度之前，国内互联网及科技赛道已有阿里、B站、知乎、涂鸦智能等完成美股+港股双重主要上市。二级市场今日对此已给出了反馈。8月27日，百度以91.7港元高开，收盘时股价90.9港元，较上一日收盘时的89.75港元上涨1.28%，港股总市值1997.98亿港元。（文章来源：北京商报）","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":false,"editions":null,"column":"","sentiment":"0","news_tag":"corporation","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":1,"need_auth":false,"need_login_tip":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 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