异动解读 | 百度集团-SW盘中大涨5.02%，市场看好昆仑芯分拆上市前景

异动解读12-08

百度集团-SW(09888)今日盘中大涨5.02%，引起市场广泛关注。

消息面上，百度集团昨晚发布公告称，正就分拆非全资附属公司昆仑芯(北京)科技有限公司独立上市进行评估。昆仑芯是百度旗下专注于AI芯片研发的半导体子公司，其最新一轮融资估值已达约210亿元人民币。市场预期此次分拆将释放百度AI业务价值，提升整体估值。

摩根大通此前分析认为，百度正从传统搜索公司转型为AI基础设施供应商，昆仑芯片销售及GPU计算需求将推动营收增速显著提升。今日早盘百度集团出现一笔涉资3022万港元的大手成交，显示资金对公司的看好。

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