杰富瑞发表研报指，在上海ERNIE Moment大会上，百度正式发布ERNIE 5.0，并展示了其全面的千帆 智能体平台，解决开发者在模型、工具使用、智能体开发、数据服务及智能体营运方面的痛点。此外， 应用模型赋能不同行业，数字人技术在内容、动作及面部表情方面表现尤为突出。该行认为，百度通过 ERNIE 5.0千帆平台展示其在全模态AI技术和智能体基础设施领域的领先地位，并通过应用模型赋能多 行业，推动AI技术与产业深度融合，为开发者与企业提供强大的支持与创新能力。该行予其"买入"评 级，目标价为176港元。 ...

Group 1 - The Robot ETF (562500) opened strong but experienced a decline, with a peak increase of 0.99% and a latest price of 1.110 yuan, down 0.53% from the opening price [1] - Among the 66 constituent stocks tracked by the ETF, 40 stocks showed a decline, with Keri Technology dropping over 5%, while a few stocks performed well [1] - The trading volume of the Robot ETF reached 1.024 billion yuan, with a turnover rate of 3.90%, indicating a high level of trading activity [1] Group 2 - Baidu officially released the Wenxin large model 5.0, which features 2.4 trillion parameters and supports various forms of information understanding and output, including text, images, audio, and video [1] - The investment opportunities in the AI sector are gradually emerging as policies favoring artificial intelligence have been frequently announced this year, aligning with the development of new productive forces [1] - The Robot ETF (562500) is the only robot-themed ETF in the market with a scale exceeding 20 billion, covering various segments such as humanoid robots, industrial robots, and service robots, facilitating investors' access to the entire robot industry chain [1] Group 3 - The adjustment of constituent stocks in the Robot ETF has increased the humanoid robot content to nearly 70%, successfully removing underperforming stocks and incorporating quality candidates, achieving a "retain the strong, remove the weak" strategy [2]

Group 1 - The Nasdaq Golden Dragon China Index increased by 2.15%, reaching 7772.06 points as of January 21 [1] - Notable stocks such as Bilibili, Baidu, and Century Internet saw gains exceeding 5% [1] - The index's previous close was 7608.38 points, indicating a significant upward movement [1] Group 2 - The index recorded a highest price of 7781.05 and a lowest price of 7735.85 during the trading session [1] - The price-to-earnings ratio of the index stands at 23.7, while the price-to-book ratio is at 2.24 [1] - Year-to-date performance shows an increase of 3.22% [1]

Core Viewpoint - Baidu Group (09626.HK) has seen its stock price increase by over 4% following the official release of its Wenxin Model 5.0, which features a native multimodal architecture and boasts 2.4 trillion parameters, enabling it to understand and output various types of information including text, images, audio, and video [1][1]. Group 1 - Baidu officially launched the Wenxin Model 5.0 today [1] - The model is based on a native multimodal architecture [1] - It has a total of 2.4 trillion parameters [1] Group 2 - The model supports understanding and output of multiple information types: text, images, audio, and video [1]

转自：证券时报 人民财讯1月22日电，港股午间收盘，恒生科技指数跌0.4%，恒生指数跌0.1%。个股方面，百度集团涨 4.16%，钧达股份涨15.02%；云知声跌7.7%，南山铝业国际跌8.64%。 转自：证券时报 人民财讯1月22日电，港股午间收盘，恒生科技指数跌0.4%，恒生指数跌0.1%。个股方面，百度集团涨 4.16%，钧达股份涨15.02%；云知声跌7.7%，南山铝业国际跌8.64%。 ...

海通国际发布研报称，百度旗下昆仑芯IPO后所释放的价值可提升百度估值。该行透过渠道核查，认为 昆仑芯位居一线ASIC厂商之列。过去30天内，寒武纪的市值大多维持在835亿美元左右，若当前市场情 绪持续，预计昆仑芯在IPO时有望达到相近估值。 责任编辑：卢昱君 热点栏目 自选股 数据中心 行情中心 资金流向 模拟交易 百度集团-SW（09888）盘中涨近5%，近两月累计涨幅超40%。截至发稿，股价上涨4.10%，现报160港 元，成交额19.70亿港元。 据科创板日报报道，百度今日正式发布文心大模型5.0正式版，其基于原生全模态建模，拥有2.4万亿参 数，支持文本、图像、音频、视频等多种信息理解输出。目前，文心5.0正式版已可在百度千帆平台调 用，文心一言官网、百度慧播星及文心助手等其他百度AI产品也已接入。 客户端 百度集团-SW（09888）盘中涨近5%，近两月累计涨幅超40%。截至发稿，股价上涨4.10%，现报160港 元，成交额19.70亿港元。 据科创板日报报道，百度今日正式发布文心大模型5.0正式版，其基于原生全模态建模，拥有2.4万亿参 数，支持文本、图像、音频、视频等多种信息理解输出。目前，文心 ...

今日，百度正式发布文心大模型5.0正式版，其基于原生全模态建模，拥有2.4万亿参数，支持文本、图 像、音频、视频等多种信息理解输出。目前，文心5.0正式版已可在百度千帆平台调用，文心一言官 网、百度慧播星及文心助手等其他百度AI产品也已接入。 凤凰网科技讯 1月22日，百度文心Moment大会现场，有媒体人现场对话罗永浩数字人。互动环节中， 对方特意要求数字人在回答时加入罗永浩本人标志性的口头禅"好吧"，以观察其拟真程度。不过在实际 表现中，数字人虽然每次回应结尾都加上了"好吧"，但整体听来机械感仍然明显，语气衔接不够自然， 节奏也略显生硬。 对话结束后，该媒体人给罗永浩数字人打出了70分的评价，并反问数字人会为自己打多少分。数字人随 即给出回答："我可以打85分。" ...

Core Viewpoint - Baidu Group's stock has increased nearly 5%, with a cumulative rise of over 40% in the past two months, reflecting positive market sentiment and developments in its AI technology [1] Group 1: Stock Performance - As of the report, Baidu's stock price is at 160.5 HKD, with a trading volume of 1.317 billion HKD [1] - The stock has shown a significant increase of 4.42% on the day of the report [1] Group 2: Product Development - Baidu officially launched the 5.0 version of its Wenxin large model, which features 2.4 trillion parameters and supports multi-modal understanding and output, including text, images, audio, and video [1] - The Wenxin 5.0 version is now available for use on Baidu's Qianfan platform and has been integrated into other Baidu AI products such as Wenxin Yiyan, Baidu Huibo Xing, and Wenxin Assistant [1] Group 3: Valuation Insights - Haitong International's research report indicates that the value released by Baidu's Kunlun chip post-IPO could enhance Baidu's overall valuation [1] - The report suggests that Kunlun is positioned among the top ASIC manufacturers, with the market capitalization of Cambrian Technology remaining around 83.5 billion USD over the past 30 days [1] - If current market sentiment persists, Kunlun's IPO is expected to achieve a valuation close to that of Cambrian Technology [1]

消息面上，据科创板日报报道，百度今日正式发布文心大模型5.0正式版，其基于原生全模态建模，拥 有2.4万亿参数，支持文本、图像、音频、视频等多种信息理解输出。目前，文心5.0正式版已可在百度 千帆平台调用，文心一言官网、百度慧播星及文心助手等其他百度AI产品也已接入。 智通财经APP获悉，百度集团-SW(09888)再涨近5%，近两月累计涨幅超40%。截至发稿，涨4.42%，报 160.5港元，成交额13.17亿港元。 海通国际发布研报称，百度旗下昆仑芯IPO后所释放的价值可提升百度估值。该行透过渠道核查，认为 昆仑芯位居一线ASIC厂商之列。过去30天内，寒武纪的市值大多维持在835亿美元左右，若当前市场情 绪持续，预计昆仑芯在IPO时有望达到相近估值。 ...

【金属】现货黄金收涨1.38%，报4828.94美元，日内一度抹去全部涨幅，因特朗普发帖表示与北约就格 陵兰问题达成协议。 【原油】国际油价21日微涨。截至当天收盘，纽约商品交易所3月交货的轻质原油期货价格上涨26美 分，收于每桶60.62美元，涨幅为0.43%；3月交货的伦敦布伦特原油期货价格上涨32美分，收于每桶 65.24美元，涨幅为0.49%。 【宏观消息】 特朗普：美国将参与格陵兰矿产权益；心中选定的美联储主席可能只剩一位，希望能像上世纪90年代的 格林斯潘那样。美国总统特朗普表示：我们似乎已达成协议框架。格陵兰岛相关协议草案的内容完全符 合我方预期。格陵兰框架是一项长期协议，格陵兰框架让所有人都处于有利地位。将涉及矿产权益，美 国将"永久"参与格陵兰矿产权益。我们稍后会解释这项协议。此外，特朗普还谈到：我想说美联储主席 候选人已经缩减到三位，不对，是两位。而且我或许可以告诉你，在我心里可能已经只剩下一位了。贝 莱德全球固定收益首席投资官里克·里德尔、美联储前理事凯文·沃什，都适合担任下一任美联储主席。 关于凯文·哈塞特，实际上我更想让他留在目前的位置上。如果鲍威尔不离开美联储（即卸任主席后继 续担 ...