随着壁仞的上市和昆仑芯的冲刺，国产AI算力板块正在资本市场形成新的集聚效应。受市场乐观情绪提振，离岸人民币兑美元汇率继续走高，盘 中一度升破6.97关口、创下2023年5月以来的盘中新高。 截至午盘恒生指数涨幅达2.18%，市场半日成交额为768.69亿港元。"港股GPU第一股"壁仞科技盘中一度涨超118%，截至午盘涨幅收窄至73%。百 度股价大涨超7%，公司宣布分拆旗下AI芯片公司昆仑芯赴港上市。离岸人民币一度升破6.97关口，创下2023年5月以来的盘中新高。 2026年首个交易日，港股市场在科技股带动下强势开局，恒生科技指数涨超2.5%。"港股GPU第一股"壁仞科技上市首日股价飙升，百度因宣布分 拆旗下AI芯片公司昆仑芯赴港上市，股价大涨。 恒生指数高开后持续走高，截至午盘涨幅达2.18%，市场半日成交额为768.69亿港元。恒生科技指数则拉升涨3.38%。港股芯片股集体走强，华虹 半导体涨9.89%，中芯国际涨约5%。 | 序号 代码 | 名称 | 现价 | 涨跌 | 涨跌幅 | 成交额 | | --- | --- | --- | --- | --- | --- | | 11 HSI | 恒生指数 | ...

Core Viewpoint - Baidu's stock has experienced a significant increase as the company prepares to list its artificial intelligence chip unit, capitalizing on the growing interest among Chinese investors in domestic AI technology [1] Company Summary - Baidu is set to benefit from a surge in investor interest in AI, particularly within the Chinese market, as it moves forward with plans to list its AI chip division [1] Industry Summary - The current market environment shows a heightened enthusiasm for AI technology among Chinese investors, indicating a robust demand for domestic innovations in this sector [1]

Market Overview - U.S. stock futures rose on the first trading day of the year after a lackluster Santa Claus rally, with major benchmark indices showing positive movement [1] - The S&P 500 declined for the fourth consecutive session despite gains recorded for 2025 [1] Treasury Yields and Federal Reserve Outlook - The 10-year Treasury bond yielded 4.15%, while the two-year bond was at 3.46% [2] - Markets are pricing an 85.1% likelihood that the Federal Reserve will keep interest rates unchanged in January [2] Futures Performance - Dow Jones futures increased by 0.37%, S&P 500 by 0.62%, Nasdaq 100 by 1.08%, and Russell 2000 by 0.75% [3] - SPDR S&P 500 ETF Trust (NYSE:SPY) rose 0.69% to $686.61, and Invesco QQQ Trust ETF (NASDAQ:QQQ) advanced 1.12% to $621.18 in premarket trading [3] Company Highlights - Baidu Inc. (NASDAQ:BIDU) shares surged 12.20% following the announcement of a proposed spinoff and separate listing of Kunlunxin (Beijing) Technology Co., Ltd. on the Hong Kong Stock Exchange [8] - Rubico Inc. (NASDAQ:RUBI) experienced a 16.82% increase after entering a purchase agreement for a vessel-owning company [8] - Intelligent Bio Solutions Inc. (NASDAQ:INBS) dropped 23.40% due to a $10 million private placement announcement [7] - Outlook Therapeutics Inc. (NASDAQ:OTLK) fell 56.52% after the FDA issued a complete response letter regarding its biologics license application [8] - ChowChow Cloud International HLDG Ltd. (NYSE:CHOW) advanced 80.89% after reporting a revenue increase of 81.3% year-over-year to $22.8 million [18] Analyst Insights - Analysts predict a cooling period for the U.S. stock market in 2026, with expected modest gains of 3% to 5% for the S&P 500 [13] - Jay Woods, Chief Market Strategist at Freedom Capital Markets, anticipates a shift from explosive growth to more moderate performance, with the S&P 500 targeting a range around 7,250 [13][14] - Concerns about rising uncertainties, including tariff impacts and changes at the Federal Reserve, may lead to increased market volatility [14][15]

百度(BIDU.US)盘前大涨超12%报146.71美元。消息面上，2026年1月1日，昆仑芯已透过其联席保荐人 以保密形式向香港联交所提交上市申请表格(A1表格)，以申请批准昆仑芯股份于香港联交所主板上市及 买卖。 | BIDU 百度 | | O | | --- | --- | --- | | 130,660 ↓ -1.720 -1.30% | | 收盘价 12/31 15:59 美东 | | 146.710 + 16.050 +12.28% | | 盘前价 01/02 04:29 美东 | | 一 4 24 4 8 8 8 8 0 0 | | ● 快捷交易 | | 最高价 132.300 | 开盘价 132.100 | 成交量 236.3万 | | 最低价 129.300 | 昨收价 132.380 | 成交额 3.09亿 | | 平均价 130.626 | 市空率 IM 34.91 | 总市值 449.17亿 (-- ) | | 振 幅 2.27% | 市盈率(静) 13.86 | 总股本 3.44亿 | | 换手率 0.86% | 市净率 1.187 | 流通值 360.67亿 | | 52周最高 1 ...

Shares of Shanghai Biren Technology Co. jumped almost 76% in their trading debut on Friday, marking the best first-day performance since early 2021 among Hong Kong listings that raised at least $700 million.The artificial intelligence chip designer’s stock finished at 34.46 Hong Kong dollars after an initial public offering that was priced at 19.60 Hong Kong dollars, the top of an indicative range. Strong investor demand helped the company raise $717 million through the IPO, with its retail portion subscrib ...

Group 1 - Baidu's stock increased by over 12% [1] - NetEase's stock rose by more than 6% [1] - NIO's stock gained over 5% [1] Group 2 - New Oriental, GDS Holdings, Kingsoft Cloud, and Alibaba all saw stock increases of over 4% [1] - Bilibili's stock rose by more than 3% [1] - Li Auto, Pony.ai, Futu Holdings, TSMC, JD.com, JinkoSolar, Beike, Pinduoduo, Tencent Music, iQIYI, and Bawang Tea all experienced stock increases of over 2% [1]

Company Developments - Baidu Inc announced a proposed spinoff and separate listing of the H shares of Kunlunxin (Beijing) Technology Co., Ltd on the Main Board of the Hong Kong Stock Exchange, leading to a 12.3% increase in Baidu's shares to $146.69 in pre-market trading [1] Stock Movements - Eason Technology Ltd surged 47.8% to $2.66 in pre-market trading after a previous decline of 10% [5] - Aimei Health Technology Co Ltd gained 32.8% to $85.01 after falling 22% on Wednesday [5] - Biofrontera Inc rose 28.5% to $0.73 following a dip of over 20% on Wednesday, after announcing the completion of FDA approvals for its products [5] - ChowChow Cloud International HLDG Ltd reported a revenue increase of 81.3% year-over-year to $22.8 million and net income growth of 80% to $1.6 million, resulting in a 26.8% rise in shares to $0.77 [5] - Rubico Inc increased 24.7% to $1.33 after announcing a purchase agreement for a vessel-owning company [5] - Sable Offshore Corp gained 21.4% to $10.96 after a 3% increase on Wednesday [5] - Diginex Ltd rose 17.8% to $4.91 after an 8% decline on Wednesday [5] - Sellas Life Sciences Group Inc gained 8.2% to $4.08 after a 14% increase on Wednesday [5] - X T L Biopharmaceuticals Ltd rose 8.1% to $0.63 after a decline of over 16% on Wednesday [5] Declines - Outlook Therapeutics Inc fell 60.9% to $0.62 after the FDA issued a complete response letter regarding its biologics license application [5] - Moolec Science SA declined 21.5% to $0.20 after receiving a determination letter from Nasdaq regarding stockholders' equity requirements [5] - Intelligent Bio Solutions Inc fell 19.2% to $7.70 following a $10 million private placement announcement [5] - Nocera Inc declined 9.7% to $0.77 in pre-market trading [5] - Nuvve Holding Corp dipped 9.3% to $2.30 after announcing the closing of a private placement [5] - Net Lease Office Properties shares dipped 8.9% to $23.50 [5] - Adlai Nortye Ltd fell 7.6% to $1.31 after a previous decline of around 5% [5] - Semilux International Ltd dipped 7.4% to $0.75 after a 14% increase on Wednesday [5] - Progressive Corp tumbled 5.8% to $214.60 [5] - Huachen AI Parking Mgmt Tech Hldg Co Ltd fell 5.3% to $0.33 after an 8% increase on Wednesday [5]

本文源自：金融界AI电报 美股中概股盘前多数上涨，百度涨12%，蔚来涨4%，哔哩哔哩、阿里巴巴涨3%，京东、富途控股、小 马智行涨2%。 ...

The company's shares opened at HK$35.70, hit an intraday high of HK$42.88 and closed at HK$34.46, up 76% from the offer price of HK$19.60.That compared to a 2.8% rise for the benchmark Hang Seng Index. Biren was also the third most actively traded stock by turnover on the Hong Kong bourse, with 150.7 million shares ‌worth HK$5.52 billion ($707.7 million) ‌changing hands.The strong debut follows a blockbuster year for Hong Kong's equity market in 2025 and heralds a wave of chip and AI offerings this year as ...

作者 胡群 2026年1月2日，百度集团一则公告引发资本市场强烈反应。公告宣布，其控股的AI芯片公司昆仑芯已于前一日正式向香港联交所提交主板上市申请。这意 味着，被市场视为百度AI战略"技术底座"的核心芯片业务，正式启动独立资本化进程。 受此消息刺激，截至发稿前，百度集团港股当日大幅上涨9.51%。市场反应显示投资者对百度AI底层硬件资产的价值重估持积极预期。公开信息显示，昆仑 芯前身为百度智能芯片及架构部，2021年完成首轮融资时估值约130亿元；至2025年7月最新一轮融资，估值已升至210亿元人民币（约合29.7亿美元）。 | 百度集团—SW 09888 （2026–01–02 15:11:12） 交易币种 港元 | | | | +加自选 | | --- | --- | --- | --- | --- | | 144.000 ↑ | | 今开: 132.100 | 最高价: 144.100 | 52周最高: 144.100 | | | | 昨收:131.500 | 最低价: 132.000 | 52周最低: 73.250 | | 12.500 9.51% | | 总股本: 27.50亿 | 港股本: 2 ...