智通财经网·2025-09-22 06:28Group 1 - Baidu Group's stock price has risen significantly, with an increase of 50% since the beginning of the month, currently trading at 136.2 HKD and a transaction volume of 3.164 billion HKD [1] - The market is re-evaluating Baidu's AI commercialization potential, including products like Kunlun chip, Robotaxi, and digital humans [1] - Kunlun chip has won a major order worth over 1 billion for AI general computing devices from China Mobile for 2025-2026, securing a leading market share in multiple bidding packages [1] Group 2 - Citic Securities highlights Baidu's overall valuation as attractive, suggesting attention to the company's improving fundamentals and the growth potential from AI and autonomous driving [2] - Everbright Securities notes Baidu's healthy net cash flow supports long-term investments in AI, with successful business model validation in the Wuhan region for its Robotaxi service [2] - The synergy between self-developed large models, computing platforms, and self-developed chips enhances the cost-effectiveness of training and inference, contributing to the construction of an AI ecosystem barrier [2]