据悉，百度慧播星数字人技术基于文心大模型4.5 Turbo构建，实现了多项技术突破。分析人士认为，数字人业务正在成为百度新的增长曲线，其商业化前 景获得资本市场认可，或是推动本轮股价上涨的重要催化剂。 百度集团-SW(9888.HK)盘中一度大涨近20%报135.4港元，创2年新高；最终收涨15.72%，报131港元。百度集团近20个交易日内累涨超50%，表现强劲。 公司管理层电话会披露，第二季度数字人相关业务收入约5亿元，环比增长55%，呈现加速增长态势。值得注意的是，知名主播罗永浩日前官宣将于下周 在百度优选加播两场数字人直播。数据显示，其数字人首秀直播观看人次超1300万，GMV突破5500万元，部分核心品类带货量甚至反超真人直播。 行业层面，百度慧播星数字人技术的突破性进展正引发全球AI巨头跟进布局。据悉，Anthropic计划明年投入10亿美元建设AI训练基础设施，OpenAI也预 计到2030年在数据相关领域投入80亿美元，重点开发能够执行复杂工作的"虚拟员工"。 ...

Core Insights - Baidu's AI new business revenue has surpassed 10 billion yuan for the first time, showing a year-on-year growth of 34% in Q2 2025 [1][7] - The rapid growth of Baidu's AI new business is supported by its comprehensive stack layout, indicating a commercial explosion period for Baidu's decade-long AI investment [3][6] Group 1: AI Business Growth - Baidu's AI new business revenue reached over 10 billion yuan, marking a significant milestone with a 34% year-on-year increase [1][7] - The company has established a full-stack AI capability, which includes chips, frameworks, models, and applications, leading to successful commercialization [6][7] Group 2: Autonomous Driving Developments - The autonomous driving service "LuoBo Kuaipao" achieved over 14 million trips globally, covering 16 cities and accumulating over 170 million kilometers of safe driving [4] - Strategic partnerships with Uber and Lyft aim to deploy the sixth generation of autonomous vehicles in multiple regions by 2026, highlighting Baidu's global recognition in the autonomous driving sector [4][5] Group 3: B-end Market Expansion - Baidu's intelligent cloud has secured 48 projects with a total bid amount of 5.1 billion yuan, leading the market in various sectors such as finance, energy, and government [6][8] - The company is addressing complex B-end customer needs with systematic solutions that enhance safety, efficiency, and cost-effectiveness [8][9] Group 4: C-end Innovations - Baidu is actively exploring consumer applications, with significant updates to its search engine that now supports text and video inputs, generating 64% of mobile search results in real-time using AI [10] - The launch of advanced digital human technology aims to replicate the capabilities of top influencers, marking a shift towards scalable production in the digital space [11] Group 5: Technological Advancements - Baidu's AI capabilities are continuously evolving, with the "GenFlow 2.0" product enabling simultaneous task completion by over 100 expert agents, significantly enhancing efficiency [12] - The company has introduced a new AI IDE, "Comate AI IDE," which allows for rapid application development, further lowering barriers for developers [13]