Group 1 - Baidu Group-SW (09888) opened over 3% higher, currently up 3.05% at 135 HKD with a trading volume of 134 million HKD [1] - Kunlun Core Technology won a large-scale order in the China Mobile centralized procurement project, indicating a shift in application scenarios from internal use by tech companies to telecommunications [1] - Kunlun Core's AI server products achieved a market share of 70%, 70%, and 100% in the respective bidding packages for the AI general computing devices project from 2025 to 2026 [1] Group 2 - Kunlun Core Technology, previously part of Baidu's smart chip and architecture department, completed independent financing in April 2021 and has since launched two generations of general AI chip series products [1] - Baidu's large-scale cluster based on the "Kunlun P800" accelerator card has entered the training trial of the new version of Wenxin Yiyan, achieving training efficiency and energy efficiency close to international advanced levels [1]
港股异动 | 百度集团-SW(09888)高开逾3% 市场关注昆仑芯AI芯片 应用场景由内部自用拓展至电信等场景