Core Viewpoint - Baidu's stock saw a significant increase, with a rise of over 6% in Hong Kong and a pre-market gain of 5% in the US, driven by the release of a report on China's full-stack AI cloud service market [1] Market Overview - According to the report by Sullivan, the market size for China's full-stack AI cloud services is projected to reach 25.9 billion yuan in the first half of 2025 [1] - Alibaba Cloud holds the largest market share at 30.2%, while Baidu Smart Cloud ranks second with a 22.5% market share, together accounting for over 50% of the market [1] Competitive Landscape - The dominance of Baidu Smart Cloud and Alibaba Cloud as the leading players in the AI cloud sector has been consistently highlighted in various third-party research reports [1] - An IDC report on China's intelligent computing professional services market indicates that Baidu Smart Cloud leads the implementation services market with a 19.9% share [1]
美股异动丨百度盘前涨5%，H股涨超6%，百度智能云市场份额位居中国AI云市场第二
Ge Long Hui·2025-10-27 08:32