百度美股涨超5% 全栈AI云战略获市场青睐

Core Insights - Baidu's stock rose over 5% on August 29, significantly outperforming the market [1] - At the 2025 Cloud Intelligence Conference, Baidu Smart Cloud introduced major updates to its core products under the "Cloud Intelligence Integration" strategy, including the Baijie AI Computing Platform 5.0 and Qianfan Enterprise-level AI Development Platform 4.0 [3] - Baidu Smart Cloud reported that over 65% of central enterprises, over 95% of mainstream automotive companies, and over 80% of embodied intelligence companies have adopted large models using Baidu Smart Cloud [3] - Analysts noted Baidu's continuous innovation in AI cloud infrastructure and deep partnerships with various enterprises, indicating strong growth momentum in the rapidly expanding AI market [3] - Baidu's latest financial report revealed that in Q2 2025, AI-driven new business revenue, including Smart Cloud, exceeded 10 billion yuan, marking a 34% year-on-year increase [3] - According to IDC, Baidu Smart Cloud has maintained its position as the leading AI public cloud provider in China for six consecutive years, boosting investor confidence [3]