Group 1 - Evergrande Property (06666) resumed trading and rose over 28% as Evergrande and liquidators plan to sell shares, with potential transactions in preliminary stages [1] - Alibaba-W (09988) increased by over 5% and Baidu Group-W (09888) rose over 8% as both companies began using internally designed chips to train their AI models, replacing some NVIDIA chips [1] - China Merchants Energy (01138) saw a rise of over 5% after announcing plans to issue A-shares to raise no more than 8 billion yuan for fleet upgrades, with increased oil production expected to boost shipping demand [1] - Kangfang Biologics (09926) increased by over 4% after presenting excellent clinical data for its drug at WCLC, highlighting its global market value [1] - NIO-SW (09866) rose over 3% as it plans to publicly issue $1 billion in shares, with Goldman Sachs expecting the funds to support the company's product strategy [1] - WanGuo Data-SW (09698) surged over 15% as AI drives data center demand, with the company fully engaging in partnerships with cloud service providers [1] - Jiajian Ankang-B (02617) rose over 32%, with its market capitalization exceeding 50 billion HKD after receiving approval for a Phase II trial of its drug [1] Group 2 - Meitu (01357) increased by over 6% after announcing a partnership with Alibaba's Tongyi Laboratory to enhance its products with advanced AI models [2] - Robotics concept stocks mostly rose, with UBTECH (09880) up over 3%, ShouCheng Holdings (00697) up over 3%, Yuejiang (02432) up over 4%, and Jizhi Jia-W (02590) up over 6%, as domestic and international catalysts for humanoid robot commercialization are expected [2] - Bilibili-W (09626) rose over 2% as it revealed its new strategy card game "Three Kingdoms: Hundred Generals Card," with institutions optimistic about the company's growth potential with AI integration [2] Group 3 - Alibaba (BABA.US) rose 8.00% after the launch of the "Gaode Street Ranking," which attracted over 40 million users on its first day, becoming the largest food ranking in China [3] - XPeng Motors (XPEV.US) increased by 2.39% after receiving a special flight permit for its "land aircraft" (X3-F) in the UAE [3] - Trip.com (TCOM.US) rose 3.21% after forming a five-year strategic partnership with Cityline, marking its first collaboration with a major ticket supplier in Hong Kong and Macau [3] - NIO (NIO.US) increased by 6.21% after completing a $1 billion equity issuance, marking its second public financing plan this year [3] - Kingsoft Cloud (KC.US) rose 5.60% as Citigroup raised its target price to $20, citing strong AI-related demand from Xiaomi [3] - NetEase (NTES.US) continued to rise by 2.98%, reaching a historical high after launching its first sci-fi shooting mobile game based on the "Destiny" IP [3] Group 4 - Adobe (ADBE.US) rose 0.11% after launching its first AI agent product suite to help customers streamline workflows across various applications [4] - Hesai (HSAI.US) increased by 0.90% as sources reported its Hong Kong IPO priced at HKD 212.8 per share, raising at least HKD 3.62 billion with oversubscription nearly 120 times [4] - Tesla (TSLA.US) rose 6.04% as the Model Y L is set to launch in the domestic market on September 19, with orders extending to November [4] - Online real estate platform Opendoor (OPEN.US) surged 79.52% after appointing Kaz Nejatian as the new CEO, with co-founder Keith Rabois returning to the board [4]

其中，在最高频的"搜"上，百度学术推出"AI学术搜索+AI全网搜索"的AI专业搜索能力，并上线"AI助 手"对专业学术内容进行AI问答、总结等。"论文图谱"则支持用户通过可视化图谱，几分钟即可掌握研 究领域的经典文献、研究热点、发展脉络，甚至是不同分支的研究方向；在"读"上，文献总结"功能支 持批量上传100个文件，AI可以30秒生成结构化总结，帮助用户3分钟掌握文献核心内容。"AI阅读"可以 精准还原文献版式，自动翻译外文文献，阅读体验更流畅；在"编辑"上，百度学术集成了针对学术场景 的文献AI编辑器，用户可以一键在线插入表格、图表、复杂公式等，还能使用AI校对润色等功能高效 完成内容排版与审校。同时，百度学术已接入专业数据分析平台SPSSPRO，用户无需切换平台，即可 一站式进行学术研究和数据分析。 据悉，百度学术于2014年上线，如今的百度学术由百度文库、网盘团队进行全面重构，从一个传统的学 术搜索工具，全面升级为覆盖"搜、读、创、编"全链路的"Research"平台。 来源：环球网 【环球网科技综合报道】9月11日，百度学术在AI Day开放日上官宣进行AI重构，上线AI学术搜索、AI 文献总结、AI ...

来源：市场资讯 （来源：科创100ETF基金） 港股百度集团-SW涨幅扩大至10%，此前百度开源的文心思考模型ERNIE-4.5-21B-A3B-Thinking在 HuggingFace文本模型趋势榜排名第一，模型总榜排名第三，技术实力获全球认可。 ...

9月12日早盘，港股百度集团涨幅扩大至逾8%，现报115.3港元。 ...

每经AI快讯，9月12日，港股百度集团涨幅扩大至9%，现报116港元，续创去年10月来新高。 ...

隔夜中国资产全线爆发，纳斯达克中国金龙指数涨近3%，热门中概股集体大涨。消息面上，美国劳工 统计局当日公布的数据显示，美国8月CPI同比增长2.9%，核心CPI同比增长3.1%，均符合预期。芝加哥 商品交易所美联储观察工具显示，交易员普遍预计美联储将在9月降息25个基点， 而降息50个基点的概 率也在增加。 聚焦港股中国企业发展：恒生国企ETF（159850） 9月12日，港股接力上扬，恒指跳空高开1.74%，恒科指涨1.97%，阿里巴巴领涨6%续创近4年新高，百 度集团跟涨近6%，腾讯控股、京东集团均走强。相关ETF方面，恒生ETF（159920）、恒生国企ETF （159850）均涨近1%，港股消费ETF（513230）现涨近1.5%。市场交投活跃，备受资金关注。 网罗港股消费核心资产：港股消费ETF（513230） 值得注意的是，外资正在加大对中国资产的配置力度。国际金融协会（IIF）最新发布的报告显示，外 国投资者8月净买入中国债券和股票合计达390亿美元；另据高盛主经纪商（Prime Services）的数据， 全球对冲基金8月对中国股市（包括A股和港股）的净买入量创2024年9月以来的新高。 中金 ...

在近期落幕的WAVE SUMMIT深度学习开发者大会上，百度凭借多项技术突破与生态布局成为行业焦点。这场由深度学习技术及应用国家工程研 究中心主办、百度飞桨与文心大模型联合承办的盛会，全面展示了中国人工智能领域的最新进展，吸引了全球开发者的目光。 在社会责任领域，百度联合中国老龄事业发展基金会推出"AI助老公益计划"，通过智能体技术帮助老年人跨越数字鸿沟。已上线的AI助老智能体 覆盖百度搜索和小度智能健康屏，为老年群体提供定制化数字服务。同期启动的"未来之翼科普共创计划"，将联合全国科技馆体系开展AI科普教 育，通过智能体技术将复杂的科学概念转化为生动有趣的互动体验，激发青少年对科学的兴趣。 开发者生态建设取得实质性进展。飞桨文心生态已聚集2333万开发者，服务76万家企业。现场启动的"文心导师·星耀计划"将联合行业专家构建数 据生态，目前导师团队中48%为十年以上行业经验的资深专家。与之呼应的科技馆智能体矩阵项目，联动全国28家科技馆资源，吸引340名开发者 参与建设，推动科普服务的智能化升级。该计划通过智能体技术，将科技馆的科普内容转化为互动式数字体验，提升了公众特别是青少年的科学 素养。 开源生态持续扩 ...

百度已开始在后训练阶段使用昆仑P800——即在模型开源发布后，对旧模型的输出进行微调，使 其更好地契合用户体验。百度已于6月发布了这些模型的开源版本。 9月12日消息，据科技媒体《The Information》援引直接知情人士的消息报道，中国的阿里巴巴 和百度已开始使用自主设计的芯片训练其AI模型，部分替代了英伟达生产的芯片。 报道指出，阿里巴巴和百度均未完全弃用英伟达芯片——两家公司 仍在使用英伟达芯片开发其最尖 端的AI模型。 报道称，自今年初以来， 阿里巴巴已在为小型AI模型使用自研芯片；而百度则在尝试用其昆仑 P800芯片训练新版文心一言AI模型。 美国对向中国供应先进AI芯片的出口限制不断收紧，已促使中国企业加大自研AI芯片的研发力度； 同时，中国政府也在促进其采用自主技术，这两方面因素共同推动了这一转变。 据介绍， 阿里巴巴的AI芯片或可与英伟达H20竞争。 H20是专门为中国市场设计的缩减版芯片。 使用过阿里巴巴"Zhenwu"芯片的员工表示，ZhenWu 一个更先进版本性能略优于英伟达五年前发 布的A100芯片，这从另一方面也反映了阿里巴巴芯片与英伟达差距依然较大。 百度的昆仑P800芯片同 ...

消息面上，据报道，四位知情人士称，阿里巴巴、百度已开始采用内部自主设计的芯片训练他们的AI 大模型，取代了部分英伟达芯片。报道称，阿里自今年初以来已将自研芯片应用于轻量级AI模型的训 练，百度则正试验使用昆仑芯的P800芯片训练新版文心大模型。 值得注意的是，海外OpenAI宣布与博通联合设计首款自研AI芯片，谷歌加速自研TPU进入第三方数据 中心与英伟达直接竞争。招商证券指出，AI芯片自研潮兴起，意味着AI基础设施行业正从"单一GPU供 给约束"向"多元化定制芯片方案"切换，投资逻辑边际上从硬件垄断走向生态博弈。 阿里、百度早盘高开。截至发稿，阿里巴巴-W(09988)涨5.86%，报151.7港元；百度集团-W(09888)涨 3.76%，报110.5港元。 ...

Core Viewpoint - Alibaba and Baidu have begun using internally designed chips to train their AI models, replacing some NVIDIA chips, which has led to significant stock price increases for both companies [1][1][1] Group 1: Company Developments - Alibaba's stock rose by 5.86% to HKD 151.7, while Baidu's stock increased by 3.76% to HKD 110.5 following the news [1][1][1] - Since the beginning of this year, Alibaba has been applying its self-developed chips for training lightweight AI models [1][1][1] - Baidu is experimenting with its Kunlun P800 chip to train the new version of its Wenxin AI model [1][1][1] Group 2: Industry Trends - The trend of self-developed AI chips is emerging, indicating a shift in the AI infrastructure industry from a "single GPU supply constraint" to "diversified custom chip solutions" [1][1][1] - This shift in investment logic is moving from hardware monopoly to ecological competition [1][1][1] - OpenAI has announced a partnership with Broadcom to design its first self-developed AI chip, while Google is accelerating its self-developed TPU into third-party data centers to compete directly with NVIDIA [1][1][1]