此外，随着昆仑芯在其他行业的持续拓展和产品落地，其营收有望在未来几年保持快速增长。例如，昆 仑芯的P800加速卡等产品在多个行业中的应用，以及其与中电港（001287）等核心分销商的合作，将 进一步扩大其市场份额和营收规模。 专业人士分析认为，昆仑芯早期主要依托百度内部的业务需求进行技术验证和产品迭代，如在百度搜索 引擎、小度等业务中部署数万片。此后逐步扩展到互联网、金融、工业制造、智慧交通等行业。如今， 通过中标运营商项目，昆仑芯正在进一步扩大通信行业的市场份额，并借此在更广泛的客户群体中建立 品牌影响力。这次中标中国移动十亿级项目，将为昆仑芯带来直接的营收增长。张国斌根据项目规模和 中标份额估算，预计该项目将为昆仑芯带来数亿元甚至更高的收入。 周三，百度(BIDU.US)涨逾6%，报131.89美元。据悉，今年8月，在中国移动（600941）2025年至2026 年人工智能通用计算设备(推理型)集中采购项目中，基于昆仑芯的AI服务器产品，在标包1、标包2、标 包3中分别拿下70%、70%、100%的份额，三个标包均排名第一，中标订单规模达十亿级。中银国际于 研报中称，寒武纪A股市值达800亿美元，其他部分 ...

Core Insights - Baidu's stock rose over 6% to $131.89 following significant wins in China's mobile AI server procurement project, securing 70% and 100% shares in three bidding packages, with total orders reaching a billion-level scale [1] - Kunlun Core's market valuation is expected to be at the top end of the estimated range of $30 billion to $100 billion HKD, based on its performance and the valuation of other domestic GPU companies [1] - The successful bid for the China Mobile project is anticipated to lead to direct revenue growth for Kunlun Core, with estimates suggesting revenues could reach several hundred million or more [1] Company Developments - Kunlun Core has expanded its technology validation and product iteration through internal business needs at Baidu, deploying thousands of units in services like Baidu Search and Xiaodu [1] - The company is now broadening its market share in the telecommunications sector and enhancing brand influence through the recent project win [1] - Future revenue growth is expected to be rapid, driven by ongoing expansion into various industries and partnerships with key distributors like China Electronics Port [2]

Core Viewpoint - Baidu Group's stock price increased by nearly 7% during trading, with a current rise of 5.78% to HKD 90.6, and a trading volume of HKD 1.936 billion [1] Group 1: Company Performance - Kunlun Core announced significant achievements in the AI general computing device procurement project by China Mobile for 2025-2026, securing the top share in the "CUDA-like ecosystem" segment [1] - Kunlun Core won 70% of the shares in bidding packages 1 and 2, and 100% in package 3, with a total winning bid amount exceeding RMB 1 billion [1] - Kunlun Core, previously part of Baidu's intelligent chip and architecture department, has focused on AI acceleration for over a decade and completed independent financing in April 2021 [1] Group 2: Product Development - The company aims to develop general-purpose AI chips with strong versatility, ease of use, and high performance, having achieved mass production and large-scale deployment of several generations of chip products [1] - Baidu has activated a large-scale cluster based on the new generation Kunlun Core 3 components [1]

Core Viewpoint - Baidu Group's stock price increased by nearly 7% during trading, closing up 5.78% at HKD 90.6, with a trading volume of HKD 1.936 billion [1] Group 1: Company Performance - Kunlun Core announced significant achievements in the AI general computing device procurement project for China Mobile for 2025-2026, securing the top share in the "CUDA-like ecosystem" segment [1] - Kunlun Core won 70% of the shares in bidding packages 1 and 2, and 100% in package 3, with a total winning bid amount exceeding RMB 1 billion [1] - Baidu has successfully deployed a large-scale cluster based on the new generation Kunlun Core 3 components [1] Group 2: Industry Context - Kunlun Core, formerly part of Baidu's intelligent chip and architecture department, has focused on AI acceleration for over a decade [1] - The company completed independent financing in April 2021, aiming to develop versatile, user-friendly, and high-performance general AI chips, achieving mass production and deployment of multiple chip series [1]

Core Insights - Kunlun Core announced significant achievements in the centralized procurement project for AI general computing devices (inferencing type) by China Mobile for 2025-2026 [1] Group 1: Procurement Achievements - The procurement focused on AI general computing devices related to "CUDA-like ecosystem" and "CANN ecosystem" [1] - In the "CUDA-like ecosystem" segment, Kunlun Core's AI server products excelled, securing 70% market share in lots 1 and 2, and 100% in lot 3, ranking first in all three lots [1] - The total order scale from this procurement is in the billion-level range [1]