从昆仑芯到爱奇艺，百度系密集冲刺赴港IPO_老虎社区_美港股上老虎

从昆仑芯到爱奇艺，百度系密集冲刺赴港IPO

第一财经03-30 20:51

短短一个季度内，百度系多家公司密集冲刺赴港上市。　　3月30日晚，百度持股的视频平台爱奇艺称已向港交所秘密提交上市申请。本月中旬，李彦宏参与创立的AI制药公司百图生科被曝已秘密递表，计划募资数亿美元；更早之前的1月，百度旗下AI芯片公司昆仑芯以保密形式向港交所递交上市申请。此前，百度自身已在2021年实现赴港二次上市。　　香颂资本董事沈萌今日对第一财经记者表示，百度在最先喊出“All in AI”...

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AI”后，文心一言在一众国产AI大语言模型中仍有不小的挑战，而AI硬件平台的军备竞赛对资本投入的需求非常大，如果爱奇艺顺利港股上市，可以缓解百度自身的资金调度压力。其他AI业务如AI制药、AI芯片等，眼下也正值AI概念的热度窗口期。此前昆仑芯传出赴港上市后，百度港股股价涨超7%。今日美股盘前，爱奇艺股价上涨12%。　　长期以来，百度业务横跨搜索、云计算、芯片、长视频、自动驾驶等多个领域，资本市场难以单独评估各板块价值。从AI资产的角度看，昆仑芯作为百度控股的 AI 芯片公司，瞄准的是 AI 算力底座的商业化落地。李彦宏曾直言，当前AI产业的结构并不健康——最底层的芯片环节拿走了行业绝大部分价值，而上层的模型与应用所创造的价值却逐级递减。昆仑芯正处在芯片的价值高地。通过分拆上市，百度有望借助资本市场为芯片业务注入资金，同时通过持股分享增长红利。　　百图生科是由李彦宏牵头创立，深耕生命科学大模型，处在AI产业的应用端，是切入 AI 制药新赛道的关键布局。不过去年百图生科国内运营主体发生工商变更，李彦宏及百度相关实体退出了直接股东行列，转由北京百图生科智能科技有限公司全资控股公司接棒。该动作被外界视作是为公司上市所做的股权结构优化。而已经在美股上市的爱奇艺，此次赴港上市申请则是为了盘活存量资产，拓宽融资渠道。　　沈萌还表示，三家公司不约而同地选择赴港上市，也体现了对港股“政策红利”的捕捉。2026年以来，港股IPO市场持续升温，今年募资总额已经突破1000亿港元大关 。与此同时，港交所拟再一次改革上市制度，并在本月就一系列有关提升香港上市机制竞争力的建议征询市场意见，拟降低同股不同权企业的市值及财务门槛、优化第二上市的规定、允许所有拟IPO的新企业保密申报等。爱奇艺、昆仑芯等接连选择“秘密递表”，正是利用了港交所的保密申请机制，允许拟上市公司在通过聆讯前不公开披露申请文件，这种制度设计为上市进程提供了更大的灵活性。　　从财务角度看，分拆上市也是百度为自身“减负”。底层芯片研发和AI制药都是公认的资金消耗型业务。尽管昆仑芯和百图生科未披露业绩，但参考AI芯片赛道的摩尔线程、沐曦以及AI制药赛道的英硅智能等，均未实现盈利，爱奇艺过去一年也仍处亏损状态。未来独立上市后，几家仍在“烧钱”的公司得以借助资本市场融资，也将面临严苛的市场检验。即便是2021年头顶“AI第一股”光环赴港二次上市的百度，其股价也曾经历过一段漫长的低谷期。（文章来源：第一财经）","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"corporation","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":1,"need_auth":false,"code":"91000000","status":"200"},"commentList":[],"hasMoreComments":false,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"isCrawlerRequest":true}