1月12日消息，国际权威研究机构IDC发布《中国混合云AI智算平台2025 年厂商评估》报告。基于IDC MarketScape双轴评估体系，百度智能云凭借全栈AI技 术与成熟的混合云实践，进入领导者象限。 IDC指出，随着行业大模型和生成式AI的持续突破，云基础架构正从通用算力平台，演进为面向AI负载深度优化的智能基础设施。在算力规模不断扩张、应 用需求快速分化的背景下，兼具稳定性、弹性与可控性的混合云AI基础架构，正成为企业推进智能化转型的关键底座。 报告认为，具备大规模智算集群实践经验、全栈产品能力以及成熟交付与运营体系的厂商，更有可能在混合云AI基础架构市场中建立长期竞争优势。 全栈能力构筑混合云AI基础设施底座 围绕企业级AI落地需求，百度智能云在AI基础设施层面已形成从底层算力到平台能力的完整链条。在硬件层，百度智能云持续推进自研AI芯片、超节点与 大规模智算集群建设，并在超万卡级集群中完成长期稳定运行验证；在平台层，依托百舸AI计算平台，打通算力调度、模型训练、推理部署与资源管理等 关键环节，形成面向大模型全生命周期的AI Infra能力。 在此基础上，百度智能云将上述能力通过混合云形态进行交付 ...

港股科网股午后持续走强，快手(01024.HK)涨近7%，美团(03690.HK)涨超6%，百度(09888.HK)、阿里 巴巴(09988.HK)涨超5%，网易-S(09999.HK)、腾讯控股(00700.HK)等跟涨。 本文源自：金融界AI电报 ...

Market Overview - The Hong Kong stock market indices opened higher, with the Hang Seng Index rising by 0.86% to 26,456.75 points, the Hang Seng Tech Index increasing by 2.08%, and the National Enterprises Index up by 1.08% [2][11]. AI Sector - AI concept stocks showed strong performance, with Zhihui rising over 31%. This surge is seen as a sign that domestic AI large model companies are transitioning from the research phase to a stage where technology and commercialization are aligning, providing a basis for future financing and valuation [4][13]. - According to Frost & Sullivan, the market size for China's large language models is projected to reach 5.3 billion yuan in 2024 and grow to 101.1 billion yuan by 2030, with a compound annual growth rate of 63.5% from 2024 to 2030 [4][13]. Entertainment Sector - The film sector saw significant gains, with Damai Entertainment increasing by over 6%. As of January 9, 2026, the total box office (including pre-sales) surpassed 1 billion yuan. Despite expectations that the 2026 Spring Festival box office may not reach the levels of 2025, the presence of popular directors and actors is expected to ensure a solid performance [5][14]. Commercial Aerospace Sector - The commercial aerospace sector continued to rise, with Asia Pacific Satellite increasing by 13%. Recent breakthroughs in China's reusable rocket technology are seen as a significant advancement, positioning the country closer to achieving low-cost and high-reusability in aerospace. This development is expected to benefit related industries such as aerospace manufacturing and satellite applications [6][15]. New Listings - Haowei Group debuted with a first-day increase of over 15%. The public offering was oversubscribed by 9.28 times, with 4.58 million shares allocated, representing about 10% of the total shares offered. The international placement was also oversubscribed by 9.73 times, with 41.22 million shares allocated, accounting for 90% of the total shares [7][17].

此外，高盛发布最新研报认为，根据其核心测算显示，如果市场给予昆仑芯类似于寒武纪的估值倍数 (40倍市销率)，百度持有的59%股权价值将高达220亿美元，相当于百度当前总市值的45%。高盛数据显 示，昆仑芯2025年销售额预计达35亿元，2026年有望跃升至65亿元。而摩根大通的预测更为激进，2026 年收入或将达到83亿元。 百度集团-SW(09888)，截至发稿，涨4.22%，报143.2港元，成交额8.66亿港元。 消息面上，1月1日，百度正式宣布分拆旗下AI芯片子公司昆仑芯，并已向香港联交所提交上市申请。 中金在拆分估值模型中，将以昆仑芯为核心的AI云基础设施作为独立业务板块进行评估，对应的隐含 价值规模超过500亿美元。 ...

消息面上，1月1日，百度正式宣布分拆旗下AI芯片子公司昆仑芯，并已向香港联交所提交上市申请。 中金在拆分估值模型中，将以昆仑芯为核心的AI云基础设施作为独立业务板块进行评估，对应的隐含 价值规模超过500亿美元。 此外，高盛发布最新研报认为，根据其核心测算显示，如果市场给予昆仑芯类似于寒武纪的估值倍数 (40倍市销率)，百度持有的59%股权价值将高达220亿美元，相当于百度当前总市值的45%。高盛数据显 示，昆仑芯2025年销售额预计达35亿元，2026年有望跃升至65亿元。而摩根大通的预测更为激进，2026 年收入或将达到83亿元。 智通财经APP获悉，百度集团-SW(09888)，截至发稿，涨4.22%，报143.2港元，成交额8.66亿港元。 ...

以下文章来源于Counterpoint 咨询 ，作者Counterpoint Counterpoint 咨询 . Counterpoint Research 是一家专注于科技行业的全球性研究公司，在全球主要的市场有着强大的影响 力。我们致力于为合作伙伴提供准确、及时的市场数据，帮助他们做出明智的决策。 根据 Counterpoint Research 发布的《2026 年定位平台竞争力评估报告》 ，HERE 与 TomTom 在定 位平台竞争力评估指数中脱颖而出，双双获评"先锋"。该报告基于截至 2025 年 12 月收集并分析的 数据撰写。 研究副总裁 Peter Richardson 在评论定位平台发展态势时表示："定位平台正在从传统的基础地图解 决方案，转型为 AI 驱动的数据平台，通过实时定位智能、预测性洞察以及高度个性化的体验创造 价值。同时，生成式 AI 正在利用定位数据，提供更具前瞻性与上下文感知能力的主动式服务。在 这一背景下，'搜索'与'附近'等定位感知型 AI 功能正加速走向主流，显著提升用户体验。定位智能 也将成为未来代理式 AI 体验的关键基础。未来的智能出行体验，在于 AI 驱动的定 ...

港股科网股持续走强，快手(01024.HK)涨超4%，阿里巴巴(09988.HK)涨超2%，百度(09888.HK)、哔哩 哔哩(09626.HK)等跟涨。 本文源自：金融界AI电报 ...

生成引擎优化（GEO）是从传统搜索引擎优化（SEO）演变而来的新兴技术， 旨在通过 AI 工具提高内容在搜索引擎和社交媒体平台上的曝光率。它的核心逻 辑包括了解目标客户群体、精准营销和内容分发。百度在 GEO 方面的应用已经 占据了其广告搜索业务约 40%的份额，每年营收中的 2/3 来自广告搜索业务。 百度的 GEO 业务布局可以分为三大类：技术供给链、内容服务生态和营销解决 方案。在技术供给链方面，百度提供标准化的 SDK 包和平台工具，开发者可以 利用这些工具进行二次开发和定制。在内容服务生态方面，百度通过全国 20 多个数据众包基地获取大量数据标注素材，为 AI 训练提供支持。在营销解决方 案方面，百度提供端到端的策略服务，通过词包类服务帮助客户实现精准投放。 百度如何通过技术工具链实现 GEO？ 百度通过技术工具链实现 GEO 主要依赖于 RAG 优化、大模型基模和向量数据 库检索等技术。具体来说，开发者可以使用百度提供的 SDK 包或 API 接口，将 需要优化的内容导入系统，并选择投放的平台，如 Deepseek、豆包、百度文 心等。系统会根据用户需求生成策略，通过几分钟到几十分钟的时间完成优化 ...

Group 1 - The Hang Seng Index opened up by 0.55%, and the Hang Seng Tech Index rose by 0.88%, with notable gains in tech stocks like Meituan and Baidu, both increasing over 2% [1] - Lithium stocks showed strong performance, with Ganfeng Lithium and Tianqi Lithium both rising over 4%, while the precious metals sector also strengthened, with Zijin Mining up nearly 3% and China Aluminum increasing over 2% [1] - Citic Securities anticipates a second round of valuation recovery and performance resurgence in the Hong Kong stock market by 2026, driven by internal "15th Five-Year Plan" catalysts and external economic stimulus [1] Group 2 - Zheshang International views the fundamentals of the Hong Kong stock market as still weak, with a slight decline in the funding environment, but maintains a cautiously optimistic outlook for the mid-term market trends [2] - The firm highlights sectors that are relatively prosperous and benefit from policy support, including new energy, innovative pharmaceuticals, and AI technology, as well as low-valuation state-owned enterprises [2] - The expected performance of the Hong Kong stock market in spring 2026 is projected to be driven by "AI applications, PPI improvement, and expanded domestic demand," with a recommendation to focus on quality stocks in these areas [2]

Group 1 - Anta Sports-R (82020), Tencent Holdings-R (80700), and Geely Automobile-R (80175) have the highest short-selling ratios at 100.00%, 90.92%, and 80.03% respectively [1][2] - Meituan-W (03690), Alibaba-W (09988), and Tencent Holdings (00700) lead in short-selling amounts, with 1.554 billion, 1.440 billion, and 1.253 billion respectively [1][2] - Tencent Holdings-R (80700), China Wangwang (00151), and Country Garden (02007) have the highest deviation values at 45.18%, 36.17%, and 33.66% respectively [1][2] Group 2 - The top short-selling amounts are led by Meituan-W (03690) at 1.554 billion, followed by Alibaba-W (09988) at 1.440 billion, and Tencent Holdings (00700) at 1.253 billion [2] - The top short-selling ratios include Anta Sports-R (82020) at 100.00%, Tencent Holdings-R (80700) at 90.92%, and Geely Automobile-R (80175) at 80.03% [2] - The highest short-selling deviation values are observed in Tencent Holdings-R (80700) at 45.18%, China Wangwang (00151) at 36.17%, and Country Garden (02007) at 33.66% [2][3]