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一家广告公司 能做出好东西吗
港股直击 | 百度集团涨近4%，昆仑芯估值瞄向500亿美元，AI转型深化打开价值重估空间
我谁
2025-06-23
**不是遥遥领先了吗
史上最大幅度降价，一举冲上第一名，苹果成为中国市场最大赢家
我谁
2024-12-12
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src=\"https://community-static.tradeup.com/news/bfc446215e86f8b127d66d7017ab9996\" data-align=\"center\" tg-width=\"716\" tg-height=\"674\"/><span></span></p><p style=\"text-align: left;\">消息面上，日前有媒体报道称，<a href=\"https://laohu8.com/S/BIDU\">百度</a>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，<a href=\"https://laohu8.com/S/00700\">腾讯</a>也是昆仑芯的客户。</p><p style=\"text-align: left;\"><a href=\"https://laohu8.com/S/03329\">交银国际</a>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。</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\" 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href=http://www.zhitongcaijing.com/content/detail/1460973.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>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...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1460973.html\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/179b4ddb77b82b472a77dd8bef91a694","relate_stocks":{"89888":"百度集团-SWR","LU0320764599.SGD":"FTIF - Templeton China A Acc SGD","LU0871576103.HKD":"HSBC GIF CHINESE EQUITY \"AC\" (HKD) ACC","LU0164865239.USD":"HSBC GIF CHINESE EQUITY \"AC\" (USD) ACC","BK1095":"互动媒体与服务","BK1615":"港股-互联网","LU2476274308.USD":"ALLIANZ CHINA FUTURE TECHNOLOGIES \"AT\" (USD) ACC","LU0630378692.HKD":"HSBC GIF ASIA PACIFIC EX JAPAN EQ HD \"AM2\" (HKD) INC","LU0708995583.HKD":"TEMPLETON CHINA 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Acc"},"source_url":"http://www.zhitongcaijing.com/content/detail/1460973.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2647858978","content_text":"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。","news_type":1,"symbols_score_info":{"89888":0.6,"09888":2.1,"BIDU":1.97}},"isVote":1,"tweetType":1,"viewCount":112,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":449048678683160,"gmtCreate":1750657612983,"gmtModify":1750658179614,"author":{"id":"4165518430756630","authorId":"4165518430756630","name":"我谁","avatar":"https://static.tigerbbs.com/583afd39fb9b4827bae6e9c2d3459edc","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4165518430756630","idStr":"4165518430756630"},"themes":[],"title":"","htmlText":"**不是遥遥领先了吗","listText":"**不是遥遥领先了吗","text":"**不是遥遥领先了吗","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/449048678683160","repostId":"2545618450","repostType":2,"repost":{"id":"2545618450","kind":"news","pubTimestamp":1750642500,"share":"https://www.laohu8.com/m/news/2545618450?lang=zh_CN&edition=full","pubTime":"2025-06-23 09:35","market":"us","language":"zh","title":"史上最大幅度降价，一举冲上第一名，苹果成为中国市场最大赢家","url":"https://stock-news.laohu8.com/highlight/detail?id=2545618450","media":"Ofweek光电信息网","summary":"市调机构counterpoint指出5月份苹果已居于中国手机市场第一名，4月份和5月份全球销量同比增长15%，因为除了中国市场取得大幅度增长之外，在美国市场也取得了增长，两大市场的显著增长，带动了iPhone的销量上涨。","content":"<html><body><article><p>市调机构counterpoint指出5月份<a href=\"https://laohu8.com/S/AAPL\">苹果</a>已居于中国手机市场第一名，4月份和5月份全球销量同比增长15%，因为除了中国市场取得大幅度增长之外，在美国市场也取得了增长，两大市场的显著增长，带动了iPhone的销量上涨。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20250623095222274d201pqnvl3i905r\"/><p>5月份iPhone在中国市场的销量猛增，在于大力度的降价，苹果的高端款机型iPhone16 Pro官方降价1400元，电商提供600元补贴，从而一举跌穿6000元至5999元，由此获得了国补资格，再获得国补的500元，消费者实际支付的价格为5499元，不过iPhone16Pro的诸多版本中，只有128GB版低至如此价格，其他版本没有获得国补资格。</p><p>这是苹果有史以来Pro版本在5月份就跌穿6000元的价格，因此可以说iPhone16Pro的降价幅度为iPhone有史以来最大的降价幅度。</p><p>iPhone16Pro降价力度如此大，因此它也获得了中国消费者的欢迎，据悉此前iPhone16Pro销量一度出现增长1.5倍的成绩，推动iPhone整体销量增长五成以上，可以看出iPhone16Pro销量增长对iPhone销量的推动力有多大。</p><p>尤其值得注意的是这次iPhone16Pro的降价并非全是苹果让利所致，而是电商给予600元补贴以及国补得到的500元补贴，这就意味着虽然降价力度很大，但是苹果自己并未损失太多的利润，甚至可以说苹果从中获利丰厚，毕竟它自家只是降价1400元而已。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20250623095222874d201pvakkh2r7hk\"/><p>苹果今年还同时促销了多款iPhone，iPhone16起步价低至4199元，iPhone14的价格则低至2600多元，这给了国产手机巨大的压力。</p><p>在大力度的促销之下，iPhone16Pro、iPhone16Pro max、iPhone16牢牢占据618大促热销手机前三名，iPhone14也在前五名之内，甚至冲高到热销榜第四名。</p><p>iPhone的热销给国产手机带来巨大的压力，国产旗舰手机只好主动降价，加上国补后低至3300元，而在3000元以下，国产手机更是压力山大。</p><p>由于在高端手机市场，国产手机向来不是苹果的对手，3000元以下市场是国产手机的基本盘，但是iPhone14强势跌至2600多元，导致国产手机阵脚打乱，诸多中高端手机的价格都跌穿2000元，争夺千元机市场。</p><p>以某<a href=\"https://laohu8.com/S/00392\">北京</a>手机品牌的80手机为例，上市定价2499元，在618大促期间一度低至1700多元，降价接近700元或超四分之一，而它的发布时间可是2024年底，这可能是这家手机企业降价最快、降价力度最猛的手机。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20250623095228504d201x8pb8o1mw1k\"/><p>然而国产手机的高端手机和中高端手机如此大力度的降价，依然遭受不小的挫折，618大促热销手机前十名中没有一款国产旗舰手机，入榜的国产手机大多售价都低于2000元，甚至包括一款售价低至400多元的手机。</p><p>如此也就不奇怪苹果在5月份夺下国内手机市场第一名了，而此前的3月份苹果在国内手机市场已跌至第五名，更可看出苹果的大幅度降价对它的拉动作用，值得注意的是618大促延续了一个月，即是从5月15日到6月18日，也就是说6月份苹果很可能也将夺下国内手机市场第一名。</p></article></body></html>","source":"tencent","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>史上最大幅度降价，一举冲上第一名，苹果成为中国市场最大赢家</title>\n<style 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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史上最大幅度降价，一举冲上第一名，苹果成为中国市场最大赢家\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-06-23 09:35 北京时间 <a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025062309523995274f50&s=b><strong>Ofweek光电信息网</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>市调机构counterpoint指出5月份苹果已居于中国手机市场第一名，4月份和5月份全球销量同比增长15%，因为除了中国市场取得大幅度增长之外，在美国市场也取得了增长，两大市场的显著增长，带动了iPhone的销量上涨。5月份iPhone在中国市场的销量猛增，在于大力度的降价，苹果的高端款机型iPhone16 Pro官方降价1400元，电商提供600元补贴，从而一举跌穿6000元至5999元，由此...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025062309523995274f50&s=b\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU2242650005.HKD":"FIDELITY FUNDS GLOBAL MULTI ASSET DYNAMIC \"A\" (HKD) ACC","LU1868836591.USD":"CT (LUX) I AMERICAN \"1U\"(USD) ACC","IE00B19Z8W00.USD":"FTGF CLEARBRIDGE US LARGE CAP GROWTH \"A\" INC","LU1791710400.SGD":"Fidelity Global Demographics A-ACC-SGD","LU2456880835.USD":"ALLIANZ GLOBAL INCOME \"AT\" (USD) ACC","LU0738911758.USD":"Blackrock Global Equity Income A6 USD","LU1551013342.USD":"Allianz Income and Growth Cl AMg2 DIS USD","IE00BJJMRX11.SGD":"Janus Henderson Balanced A Acc SGD","HK0000320223.HKD":"TAIKANG KAITAI CHINA NEW OPPORTUNITIES FUND \"A\" (HKD) ACC","LU1244550494.USD":"FRANKLIN GLOBAL MULTI-ASSET INCOME \"A\" (USDHEDGED) ACC","AAPL":"苹果","LU0640476718.USD":"THREADNEEDLE (LUX) US CONTRARIAN CORE EQ \"AU\" (USD) ACC","LU0215105999.USD":"SCHRODER ISF GLOBAL 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Pro官方降价1400元，电商提供600元补贴，从而一举跌穿6000元至5999元，由此获得了国补资格，再获得国补的500元，消费者实际支付的价格为5499元，不过iPhone16Pro的诸多版本中，只有128GB版低至如此价格，其他版本没有获得国补资格。这是苹果有史以来Pro版本在5月份就跌穿6000元的价格，因此可以说iPhone16Pro的降价幅度为iPhone有史以来最大的降价幅度。iPhone16Pro降价力度如此大，因此它也获得了中国消费者的欢迎，据悉此前iPhone16Pro销量一度出现增长1.5倍的成绩，推动iPhone整体销量增长五成以上，可以看出iPhone16Pro销量增长对iPhone销量的推动力有多大。尤其值得注意的是这次iPhone16Pro的降价并非全是苹果让利所致，而是电商给予600元补贴以及国补得到的500元补贴，这就意味着虽然降价力度很大，但是苹果自己并未损失太多的利润，甚至可以说苹果从中获利丰厚，毕竟它自家只是降价1400元而已。苹果今年还同时促销了多款iPhone，iPhone16起步价低至4199元，iPhone14的价格则低至2600多元，这给了国产手机巨大的压力。在大力度的促销之下，iPhone16Pro、iPhone16Pro max、iPhone16牢牢占据618大促热销手机前三名，iPhone14也在前五名之内，甚至冲高到热销榜第四名。iPhone的热销给国产手机带来巨大的压力，国产旗舰手机只好主动降价，加上国补后低至3300元，而在3000元以下，国产手机更是压力山大。由于在高端手机市场，国产手机向来不是苹果的对手，3000元以下市场是国产手机的基本盘，但是iPhone14强势跌至2600多元，导致国产手机阵脚打乱，诸多中高端手机的价格都跌穿2000元，争夺千元机市场。以某北京手机品牌的80手机为例，上市定价2499元，在618大促期间一度低至1700多元，降价接近700元或超四分之一，而它的发布时间可是2024年底，这可能是这家手机企业降价最快、降价力度最猛的手机。然而国产手机的高端手机和中高端手机如此大力度的降价，依然遭受不小的挫折，618大促热销手机前十名中没有一款国产旗舰手机，入榜的国产手机大多售价都低于2000元，甚至包括一款售价低至400多元的手机。如此也就不奇怪苹果在5月份夺下国内手机市场第一名了，而此前的3月份苹果在国内手机市场已跌至第五名，更可看出苹果的大幅度降价对它的拉动作用，值得注意的是618大促延续了一个月，即是从5月15日到6月18日，也就是说6月份苹果很可能也将夺下国内手机市场第一名。","news_type":1,"symbols_score_info":{"AAPL":1,"MACW.SI":0.6,"YINN":1}},"isVote":1,"tweetType":1,"viewCount":717,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":380845282468056,"gmtCreate":1733988969825,"gmtModify":1733989158248,"author":{"id":"4165518430756630","authorId":"4165518430756630","name":"我谁","avatar":"https://static.tigerbbs.com/583afd39fb9b4827bae6e9c2d3459edc","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4165518430756630","idStr":"4165518430756630"},"themes":[],"title":"","htmlText":"好","listText":"好","text":"好","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/380845282468056","repostId":"1190253813","repostType":2,"isVote":1,"tweetType":1,"viewCount":440,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":449048678683160,"gmtCreate":1750657612983,"gmtModify":1750658179614,"author":{"id":"4165518430756630","authorId":"4165518430756630","name":"我谁","avatar":"https://static.tigerbbs.com/583afd39fb9b4827bae6e9c2d3459edc","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4165518430756630","idStr":"4165518430756630"},"themes":[],"title":"","htmlText":"**不是遥遥领先了吗","listText":"**不是遥遥领先了吗","text":"**不是遥遥领先了吗","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/449048678683160","repostId":"2545618450","repostType":2,"isVote":1,"tweetType":1,"viewCount":717,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":580901619413200,"gmtCreate":1782851769527,"gmtModify":1782862335529,"author":{"id":"4165518430756630","authorId":"4165518430756630","name":"我谁","avatar":"https://static.tigerbbs.com/583afd39fb9b4827bae6e9c2d3459edc","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4165518430756630","idStr":"4165518430756630"},"themes":[],"title":"","htmlText":"一家广告公司 能做出好东西吗","listText":"一家广告公司 能做出好东西吗","text":"一家广告公司 能做出好东西吗","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/580901619413200","repostId":"2647858978","repostType":2,"repost":{"id":"2647858978","kind":"news","pubTimestamp":1782790287,"share":"https://www.laohu8.com/m/news/2647858978?lang=zh_CN&edition=full","pubTime":"2026-06-30 11:31","market":"hk","language":"zh","title":"港股直击 | 百度集团涨近4%，昆仑芯估值瞄向500亿美元，AI转型深化打开价值重估空间","url":"https://stock-news.laohu8.com/highlight/detail?id=2647858978","media":"智通财经","summary":"百度集团涨近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。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。","content":"<html><head></head><body><p style=\"text-align: left;\">6月30日，<a href=\"https://laohu8.com/S/09888\">百度集团-SW</a>涨近4%，报108港元，成交额6.34亿港元。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/bfc446215e86f8b127d66d7017ab9996\" data-align=\"center\" tg-width=\"716\" tg-height=\"674\"/><span></span></p><p style=\"text-align: left;\">消息面上，日前有媒体报道称，<a href=\"https://laohu8.com/S/BIDU\">百度</a>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，<a href=\"https://laohu8.com/S/00700\">腾讯</a>也是昆仑芯的客户。</p><p style=\"text-align: left;\"><a href=\"https://laohu8.com/S/03329\">交银国际</a>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。</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\" 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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港股直击 | 百度集团涨近4%，昆仑芯估值瞄向500亿美元，AI转型深化打开价值重估空间\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-06-30 11:31 北京时间 <a href=http://www.zhitongcaijing.com/content/detail/1460973.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>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...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1460973.html\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/179b4ddb77b82b472a77dd8bef91a694","relate_stocks":{"89888":"百度集团-SWR","LU0320764599.SGD":"FTIF - Templeton China A Acc SGD","LU0871576103.HKD":"HSBC GIF CHINESE EQUITY \"AC\" (HKD) ACC","LU0164865239.USD":"HSBC GIF CHINESE EQUITY \"AC\" (USD) ACC","BK1095":"互动媒体与服务","BK1615":"港股-互联网","LU2476274308.USD":"ALLIANZ CHINA FUTURE TECHNOLOGIES \"AT\" (USD) ACC","LU0630378692.HKD":"HSBC GIF ASIA PACIFIC EX JAPAN EQ HD \"AM2\" (HKD) INC","LU0708995583.HKD":"TEMPLETON CHINA 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Acc"},"source_url":"http://www.zhitongcaijing.com/content/detail/1460973.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2647858978","content_text":"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。","news_type":1,"symbols_score_info":{"89888":0.6,"09888":2.1,"BIDU":1.97}},"isVote":1,"tweetType":1,"viewCount":112,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":380845282468056,"gmtCreate":1733988969825,"gmtModify":1733989158248,"author":{"id":"4165518430756630","authorId":"4165518430756630","name":"我谁","avatar":"https://static.tigerbbs.com/583afd39fb9b4827bae6e9c2d3459edc","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4165518430756630","idStr":"4165518430756630"},"themes":[],"title":"","htmlText":"好","listText":"好","text":"好","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/380845282468056","repostId":"1190253813","repostType":2,"isVote":1,"tweetType":1,"viewCount":440,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}
