【券商聚焦】华泰研究：百度(9888 HK)分拆昆仑芯或推动价值重估_老虎社区_美港股上老虎

【券商聚焦】华泰研究：百度(9888 HK)分拆昆仑芯或推动价值重估

金吾财讯01-05

（原标题：【券商聚焦】华泰研究：百度(9888 HK)分拆昆仑芯或推动价值重估）金吾财讯|华泰研究发布研报指，百度集团-SW(9888 HK)分拆昆仑芯上市将助力其价值重估，维持"买入"评级，目标价255.2港元。核心逻辑方面，报告指出百度已向香港联交所提交分拆昆仑芯的方案。昆仑芯作为国产AI计算芯片龙头之一，分拆上市后将提升业务透明度，吸引专注于AI芯片的投资者群体。分拆符合双方及股东整体利益...

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