其他蓝筹股方面，中芯国际(00981)涨2.94%，报71.8港元，贡献恒指14.49点；中国平安(02318)涨 2.15%，报61.75港元，贡献恒指13.68点；建设银行(00939)跌4.01%，报7.66港元，拖累恒指54.39点；招 商银行(03968)跌3.54%，报51.8港元，拖累恒指11.63点。 热门板块方面 盘面上，大型科技股普遍走低，阿里巴巴跌超1%，腾讯跌0.82%。证监会主席提对优质机构适当"松 绑"，中资券商股逆市上涨；光通信概念股走高，汇聚科技涨超7%；芯片股表现活跃，华虹半导体涨超 4%；锂电股、部分保险股向好。另一边，新版医保药品目录公布，医药股今日高开低走；市场静待本 周美联储议息会议，黄金股集体下跌；煤炭、内银股、新消费股等下挫。 1. 中资券商股逆市上涨。截至收盘，华泰证券(06886)涨5.17%，报19.33港元；广发证券(01776)涨 3.1%，报17.94港元；中信建投证券(06066)涨2.99%，报12.76港元；招商证券(06099)涨2.82%，报15.29 港元。 智通财经APP获悉，港股今日承压走低，恒指跌超1%再失守两万六大关。截止收盘，恒生 ...

Baidu Inc. (NASDAQ:BIDU) is a leading Chinese technology company, historically recognized for its search engine and advertising revenue. However, Baidu is now undergoing a significant transformation, aiming to become China's equivalent to Nvidia Corp (NASDAQ:NVDA). This shift involves venturing into the development of proprietary AI chips, which are crucial for supporting next-generation compute-intensive models, cloud infrastructure, and autonomous driving systems.On December 7, 2025, Citigroup maintained ...

12月5日，百度（09888.HK）的股价一度大幅上扬，撬动市场情绪的，不是其搜索广告业务的回暖，亦不是 文心大模型的新突破，更不是萝卜快跑的进一步扩张，而是一则关于旗下AI芯片子公司昆仑芯拟赴港上市 的传闻。 12月7日，百度（BIDU.US）发布了官方公告，证实其正就分拆及上市昆仑芯进行评估，但同时也泼了市场 冷水——须经相关监管审批程序，且其不保证拟议分拆及上市将会进行，即便如此，百度H股股价仍大幅上 扬4%。 昆仑芯的前世今生 时间拉回到2011年，当时的百度还沉浸在搜索业务的增长红利中，但一群技术人员已经悄悄启动了FPGA AI 加速器项目。 没人能预料到，这个最初只为解决百度内部AI计算效率的小项目，会在十几年后成长为估值超200亿元的芯 片独角兽。 用计算推理服务器集采的大额订单，在部分标包中斩获70%-100%的份额，在"类CUDA生态"标段中，基于 昆仑芯的AI服务器产品中标份额排名第一。 在2025年11月13日的百度世界大会上，百度正式发布新一代昆仑芯和超节点产品"天池"，计划未来五年按年 推出新产品，持续打造最硬AI云，助力企业内部开发AI能力。 新一代昆仑芯包含两款产品，其中昆仑芯M ...

Core Insights - The MEET2026 Intelligent Future Conference is a significant event in the AI sector, featuring prominent speakers from academia and industry, including Tsinghua University and major tech companies like Baidu and Google Cloud [1][21][39] - The conference will cover a wide range of topics related to AI, including large language models, embodied intelligence, and cloud computing applications [3][39] - The event aims to provide practical insights and discussions on the current state and future of AI technology, focusing on real-world applications rather than theoretical concepts [33][34] Highlights - Highlight 1: The conference will feature a GenAI dialogue and an Agent roundtable, addressing pressing questions about AI's impact on industries and the evolution of autonomous technologies [5][8][12] - Highlight 2: Nearly thirty influential guests from academia and industry will participate, discussing the latest advancements and challenges in AI, including insights from Tsinghua University and leading tech firms [17][21] - Highlight 3: The event will release two important documents: the "2025 AI Top Ten Trends Report" and the "2025 AI Annual List," summarizing key developments and influential figures in the AI landscape [35][39] Event Details - The MEET2026 conference is scheduled for December 10, 2025, at the Beijing Jinmao Hotel, focusing on how AI technologies can drive societal progress [37][39] - The agenda includes various sessions led by industry leaders, covering topics from AI's role in enhancing productivity to the future of AI agents [41][42]

Group 1: Hong Kong Stocks - LeMo Technology (02539) surged nearly 17%, reaching a new high of 67.8 HKD, over 60% increase from the IPO price of 40 HKD [1] - Baixin An-B (02185) rose over 4% after announcing that its subsidiary completed the registration of the Iberis multi-polar renal artery radiofrequency ablation catheter system in New Zealand, the only product approved for both radial and femoral artery access for renal denervation [1] - Health Road (02587) increased over 2% as it announced plans to repurchase up to 100 million HKD of its shares in the open market, reflecting confidence in its business outlook [1] - Deutsche Bank Tianxia (02418) fell over 8% following a report that revealed 10 shareholders collectively held 98.9% of the company's issued H-shares, leaving only 1.1% for other investors [1] Group 2: Other Notable Stocks - Kailaiying (06821) rose nearly 2% as its Shanghai Fengxian commercial production base officially commenced operations, marking a significant upgrade in its biopharmaceutical CDMO capabilities [2] - Tianyu Semiconductor (02658) rebounded over 12% on its second day of trading, although still down 20% from its IPO price of 58 HKD [2] - Lithium stocks saw gains, with Ganfeng Lithium (01772) up 4.65%, Hongqiao Group (08137) up 2.15%, Tianqi Lithium (09696) up 3.29%, and CATL (03750) up 1.51% [2] - AAC Technologies (02018) rose nearly 2% after Alibaba launched its first self-developed flagship AI glasses, the Quark AI Glasses S1 [2] - Zhou Hei Ya (01458) increased over 5% as it announced the opening of its first overseas brand store in Malaysia on December 5, 2025 [2] Group 3: US Market Highlights - US mining stocks generally rose, with Albemarle (ALB.US) up 5.08% and MP Materials (MP.US) up 0.47%, amid reports of the US government planning to increase its stake in key mineral companies [5] - Paramount Skydance (PSKY.US) fell 9.82% after proposing a buyout of Warner Bros Discovery (WBD.US) at $30 per share, while Netflix (NFLX.US) offered $27.75 per share [5] - Intel (INTC.US) rose 2.25% after announcing it would retain its network and edge computing business, enhancing integration in AI and data center solutions [5] - Netflix (NFLX.US) dropped 2.89% while Warner Bros Discovery (WBD.US) rose 6.28% following Netflix's announcement of a $27.75 per share acquisition offer for Warner Bros [6] - Baidu (BIDU.US) increased by 5% as reports emerged that Kunlun Core is preparing for an IPO in Hong Kong, targeting early 2026 for its application [6]

2025.12. 08 本文字数：1485，阅读时长大约2分钟 作者 | 一财 阿驴 11:31 A股午盘丨创业板指半日涨超3% 截至午盘，沪指涨0.62%，深成指涨1.55%，创业板指涨3.02%。 盘面上，题材股多点开花，CPO方向领涨，算力硬件、6G、超硬材料、商业航天、半导体、锂矿、 金融科技概念股纷纷走强。煤炭、油气板块走弱。 | 板块名称 | 涨幅号 | 涨速 | 涨停数 | | --- | --- | --- | --- | | 共封装光学(CPO) | +4.66% | +0.01% | | | F5G概念 | +4.64% | -0.02% | | | 通信设备 | +3.84% | -0.01% | 5 | | 光纤概念 | +3.73% | -0.02% | પ | | 铜缆高速连接 | +3.56% | -0.00% | 4 | | 6G概念 | +3.28% | +0.07% | 15 | | 能源金属 | +3.27% | +0.33% | | | 大赫弦 | +3.19% | +0.14% | | | 元件 | +2.96% | -0.02% | | | 华为手机 | +2.93 ...

港股點評 2025年12月8日9:30 a.m 濟數據、貨幣政策預期等因素影響，美匯指數下跌，全球金融資產價格漲跌互 現。匯率折算和資產價格變化等因素綜合作用，當月外匯儲備規模上升。中國 經濟保持總體平穩、穩中有進發展態勢，為外匯儲備規模保持基本穩定提供支 持。 百度集團－ＳＷ(09888.HK) (BIDU.US) 公布，12 月 5 日有媒體報道公司擬分 拆非全資附屬昆侖芯(北京)進行獨立上市。就此，公司澄清，目前正就擬議分拆 及上市進行評估。 重要通知及免責聲明 本報告所載的資料及意見由寶通證券亞洲有限公司（證券及期貨條例下的持牌法團(中央編號AGG778)）擬備。本報告 旨在由獲寶通證券亞洲有限公司提供本報告者收取﹐而不是旨在向在有關分發或使用會抵觸當地法律及規例的､或使 任何寶通證券亞洲有限公司､其控股公司及其控股公司的其他附屬公司､其聯屬公司及其另外的關聯公司受當地任何監 管規定限制的任何司法管轄區或國家的任何人士或實體分發或由其使用。任何管有本報告或打算作出行動或依賴其所 載的資料的人士或實體﹐必須確保其本身不受任何對其作出有關行動有所限制或禁止的本地規定所限制。本報告所載 的任何資料或任何意見 ...

人民财讯12月8日电，港股开盘，恒生指数跌0.07%，恒生科技指数涨0.08%，百度集团涨超3%，宁德时 代涨超2%，海尔智家跌2%。 ...

百度有关负责人介绍，团队在模型底层设计理念上进行突破创新，摒弃了过去将文本、视觉、听觉等不 同信息处理模块进行"拼接"的思路，转而从零开始构建了一个单一且连贯的框架。在这一框架下，模型 被赋予了同时理解和生成文本、图像、音频乃至视频等多元异构信息的能力。这种原生的多模态设计， 使其在处理跨领域任务时展现出前所未有的协同性和流畅性，为实现更深层次的"通感"智能奠定了基 础。 中国大模型的技术创新同样得到全球开发者关注。美国麻省理工学院与开源社区Hugging Face的联合报 告显示，过去一年，中国研发的开源人工智能模型全球下载量占比达到17.1%，超越美国的15.8%，位 居全球第一。不久前，Hugging Face公布的最新榜单上，百度文心多模态思考模型接连登顶全球模型总 趋势榜和全球多模态模型趋势榜。"目前百度已主导1000多项开源项目，累计社区贡献者超2.1万。"百 度技术委员会理事长陈尚义介绍。 大模型之间的比拼并非简单的"参数竞赛"，而是底层硬件、平台生态等的全方位竞争。底层算力方面， 以昆仑芯、昇腾、寒武纪等为代表的国产AI算力芯片快速崛起。百度最新发布的新一代昆仑芯产品在 性能和成本上实现大幅改 ...

摩根大通此前认为，百度的投资叙事正在发生根本性转变：公司正从传统搜索广告公司转型为AI基础 设施供应商，预计昆仑芯片销售及GPU计算需求将推动营收增速显著提升。摩根大通预计，百度昆仑芯 片收入将从2025年的约人民币13亿元飙升至2026年的83亿元，增幅达到6倍。 本文源自：智通财经网 智通财经获悉，百度集团-SW(09888)高开逾3%，截至发稿，涨3.29%，报125.6港元，成交额2亿港元。 消息面上，12月7日晚，百度集团发布公告称，公司注意到，于2025年12月5日有媒体报道公司拟分拆非 全资附属公司昆仑芯(北京)科技有限公司进行独立上市。公司谨此澄清，目前正就拟议分拆及上市进行 评估。倘进行拟议分拆及上市，将须经相关监管审批程序，而公司并不保证拟议分拆及上市将会进行。 ...