今天百度大涨核心逻辑_老虎社区_美港股上老虎

泡面艺术家

01-02

今天百度大涨核心逻辑是昆仑芯分拆上市落地吧，查了下昆仑芯最新情况，机构预测上市后估值有望达到870亿。

昆仑芯现在是国产 AI 芯片第一梯队，芯片出货量行业内前三，之前八月份的时候还拿下中国移动十亿级订单，客户主要覆盖在政企和互联网公司。

现在国产替代浪潮下算力需求爆发，昆仑芯上市后有个流动性改善 + 业绩高增预期，上升空间还是值得期待的

$百度(BIDU)$ $百度集团-SW(09888)$

修改于：01-02

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