作者 | 褚杏娟、华卫 在 4 月 25 日的百度 Create 开发者大会现场，百度创始人李彦宏发布了两大模型、多款热门 AI 应用，并宣布将帮助开发者全面拥抱 MCP。同时，百度 正式点亮了国内首个全自研的三万卡集群，可同时承载多个千亿参数大模型的全量训练，支持 1000 个用户同时做百亿参数的大模型精调。 "所有这些发布，都是为了让开发者们可以不用担心模型能力、不用担心模型成本、更不用担心开发工具和平台，可以踏踏实实地做应用，做出最好的应 用！"李彦宏说道。 李彦宏表示，大模型厂商卷生卷死，几乎每周都在发布新模型，但开发者不敢大胆用，因为担心自己的应用被模型迭代快速覆盖掉。李彦宏认为这是把 双刃剑：一方面，开发者确实需要理解技术发展趋势；另一方面，这么多日益强大的模型提供了更多的选择，打开了更多的可能性。 "只要找对场景，选对基础模型，有时候还要学一点调模型的方法，在此基础上做出来的应用是不会过时的"。他强调，"没有应用，芯片、模型都没有价 值。模型会有很多，但未来真正统治这个世界的是应用，应用才是王者。" 发布两大新模型， 价格最高降 80% 文心大模型 4.5 Turbo 和文心大模型 X1 Tur ...

点击 上方 硬AI 关注我们 一个突破式的 AI 应用方向！ 硬·AI 作者 | Kozmon 编辑 | 硬 AI 昨天我在刷直播时，被一个卖图书的主播圈粉了。 这位主播不仅颜值在线，谈吐风趣，介绍产品条理清晰，还非常精彩地回答了不少刁钻问题，甚至还恰到好处地在直播间发起了红包，整个过程行云流水。 正当我被带进"剁手"的节奏时，评论区突然冒出一句："这是AI吧？" 等等，什么？！ 我立刻全神贯注地观察起这位主播——表情自然，语调抑扬顿挫，还时不时换个角度展示产品、调整姿势...如果不是有人提醒，我绝对想不到这居然是一个AI 数字人！ 惊艳体验的背后，是百度创始人、董事长兼CEO李彦宏在Create 2025大会上推出的慧播星"高说服力"数字人。 不同于过去那些僵硬、循环播放固定话术的数字人，这一次，AI真的学会了"演"，而且演得还出奇地好。 01 告别读稿，开始"表演"！ 当数字人有了"AI大脑" "表现力媲美真人，转化率超越真人！"百度给慧播星AI数字人设下了极高的标准。 从实际运行的情况来看，这并非空喊口号。作为业界首个AI全栈式数字人直播解决方案，慧播星已累计服务超过10万数字人主播，帮助商家在直播场景 ...

亿元投资+全栈赋能 降低 AI 应用创业门槛 本届赛事延续"技术开放、生态共生"的基准，设立阶梯式激励体系： 此外，所有参赛团队报名即可获得价值千元的百万级 tokens 奖励，助力快速验证产品原型与商业模式！ 去年，多个 AI 创业项目拿到了百度"文心杯"创业大赛不少资金和生态资源的支持《 智能体正在成为 AI 创业者的首选路径 》，今年百度将这块的支持 直 接翻倍 了。 百度今天正式宣布，第三届"文心杯"创业大赛将于 4 月 25 日面向全球启动报名。作为中国大模型领域规格极高、资源投入最重磅的创投赛事， 本届大赛 将提供总规模近亿元的"现金+资源"组合投资 ，全面赋能大模型技术创新与应用落地。 李彦宏说："我们将进一步加大对创业者的支持力度，单一项目的获奖金额将翻倍。特别大奖的投资额最高可达 7000 万人民币！" 全球 AI 产业正经历从技术突破到商业闭环的关键跃迁，生成式 AI 技术也正加速向千行百业渗透。基于此，百度"文心杯"创业大赛构建"技术-场景-资金资 源"三重赋能体系，吸引了大量 AI 领域的优秀创业团队和开发者。 前两届大赛总计收到了国内外 2500 余支创业团队报名，获奖项目覆盖办公、 ...

百度今日发布两大新模型超市场预期。 本文为IPO早知道原创 作者｜ Stone Jin 微信公众号｜ipozaozhidao 据 IPO早知道消息， 百度创始人李彦宏 于 4月25日在Create2025百度AI开发者大会上 发表了题为《模型的世界 应用的天下》的演讲。李彦宏 本次 发 布了两大模型，多款热门 AI应用，并宣布将帮助开发者全面拥抱MCP。 当天发布的文心大模型 4.5 Turbo和深度思考模型X1 Turbo，能力更强、成本更低。相比文心4.5，文心大模型4.5 Turbo速度更快，价格下降80%。 文心大模型X1 Turbo相比文心X1，性能提升的同时，价格再降50%。 同时，李彦宏连发高说服力数字人、通用超级智能体心响 APP、内容操作系统沧舟OS等多款AI应用，覆盖AI数字人、代码智能体、多智能体协作等热 门赛道。另值得关注的是，百度发布了全球首个电商交易MCP，搜索MCP等MCP server，供开发者调用，帮助开发者全面拥抱MCP。 "所有这些发布，都是为了让开发者们可以不用担心模型能力、不用担心模型成本、更不用担心开发工具和平台，可以踏踏实实地做应用，做出最好的应 用！"面向现场5 ...

Group 1 - The core concept of "highly persuasive digital humans" was introduced by Baidu's founder, Li Yanhong, at the Create 2025 developer conference, aiming to redefine live commerce with intelligent agent technology [1] - The digital humans are developed on Baidu's "Huibo Star" platform, utilizing the Wenxin 4.5 model, enabling capabilities such as script intelligent creation, multi-modal integration, autonomous decision-making, and intelligent agent scheduling [1][2] - The platform has generated over 100,000 digital human hosts, achieving a 31% increase in overall conversion rates, with some live sessions in education and books outperforming real hosts [1] Group 2 - The digital human system features an AI "brain" that allows for autonomous perception and multi-agent collaboration, enabling real-time decision-making during live broadcasts [2] - The system is being extended across various industries, including law, education, finance, and automotive, with applications such as vehicle introductions and personalized health product recommendations [2] - The monthly cost of using the "highly persuasive digital human" for live streaming is kept under 1,000 yuan, representing an 80% cost reduction compared to traditional live streaming methods [2] Group 3 - Baidu's digital human services are offered for free on its own platform, with revenue primarily generated from e-commerce GMV commissions and advertising, rather than relying on SaaS subscription fees [3] - According to IDC's Q2 2025 report, Huibo Star ranks first in the industry across four metrics: technical capability, product performance, platform stability, and service support [3] - The digital human system is also widely used for short video generation within Baidu's content ecosystem, producing an average of one million pieces of content daily, establishing itself as a significant tool for AI content creation [3]

Group 1 - The Hang Seng Technology Index has increased by 2%, indicating a positive trend in the technology sector [1] - The Hang Seng Index has risen by 1.58%, reflecting overall market growth [1] - Baidu (09888.HK) has seen a significant increase of over 5%, suggesting strong performance and investor confidence in the company [1]

Core Viewpoint - Baidu has successfully established a GPU cluster composed of 30,000 self-developed Kunlun chips, sufficient to support the training of large language models [1] Company Summary - The GPU cluster consists of 30,000 Kunlun chips, indicating Baidu's significant investment in AI infrastructure [1] - This development positions Baidu to enhance its capabilities in training large language models, which is crucial for advancing its AI initiatives [1] Industry Summary - The establishment of such a large GPU cluster reflects the growing demand for advanced computing power in the AI industry [1] - Companies in the AI sector are increasingly focusing on developing proprietary hardware to support their machine learning and AI model training needs [1]

Industry Overview - The online video market in China is projected to reach 1.19 trillion yuan in 2024, with a year-on-year growth of 5.90% [1][11] - The number of new video content releases in 2024 is expected to be 4,363, marking a 16.22% increase compared to the previous year [1][11] - The rapid development of generative artificial intelligence (AI) is reshaping content production, with the proportion of users utilizing AI tools for video and image creation rising from 25.6% to 31% within six months [1][21] Industry Development History - The online video industry in China has evolved through five stages, starting from its inception in 1994 to the current phase of maturity and integration [4][6] - The rapid rise of user-generated content (UGC) began in 2006, leading to a surge in video platforms and investment [5] - The introduction of 4G networks from 2010 to 2015 facilitated the migration of video content to mobile platforms, establishing a competitive landscape among major players [6] Market Scale - The user base for online video in China is expected to reach 1.07 billion in 2024, with a slight year-on-year growth of 0.33% [13] - The usage rate of online video among internet users is 96.6%, reflecting a decrease of 1.1 percentage points, indicating a nearing saturation point in user growth [13] Competitive Landscape - The online video industry is characterized by a competitive landscape where long video platforms like Tencent Video, iQIYI, and Youku dominate nearly 90% of the market share [15] - Short video platforms such as Douyin and Kuaishou have over 1 billion users, leveraging algorithms and live commerce to strengthen their market position [15] - Emerging formats like micro-short dramas are gaining traction, with user numbers reaching 662 million, driving content ecosystem changes [15] Industry Trends - The industry is witnessing a transformation driven by technological innovations, particularly in AI, which enhances content production efficiency and introduces new content forms [21] - User behavior is evolving, with a significant focus on short video consumption, which has reached 1.04 billion users, while long video users have also seen growth [22] - The competitive landscape is diversifying, with long video platforms facing profitability challenges, while short video platforms continue to thrive through innovative content strategies [24]

Group 1 - Hong Kong tech stocks saw a pre-market increase, with NetEase (09999.HK) and Bilibili (09626.HK) rising over 4% [1] - Alibaba (09988.HK) and Baidu (09888.HK) both increased by more than 2% [1] - Tencent Holdings (00700.HK) experienced a nearly 2% rise [1]

Core Viewpoint - Baidu (BIDU) is identified as a strong value stock, currently rated 2 (Buy) by Zacks, with an A grade in the Value category, indicating it is likely undervalued based on its financial metrics [4][6]. Financial Metrics - Baidu has a P/E ratio of 8.07, significantly lower than the industry average of 17.37, suggesting it is undervalued compared to its peers [4]. - The stock's Forward P/E has fluctuated between 6.86 and 10.35 over the past year, with a median of 8.25, further indicating its valuation potential [4]. - Baidu's P/CF ratio stands at 4.84, compared to the industry average of 13.38, highlighting its attractive cash flow outlook [5]. - Over the last 12 months, Baidu's P/CF has ranged from 4.37 to 6.91, with a median of 5.26, reinforcing its undervaluation [5]. Investment Outlook - The combination of Baidu's strong earnings outlook and its current valuation metrics positions it as a compelling investment opportunity for value investors [6].