据路透社消息，百度旗下的AI芯片业务昆仑芯近期已完成估值逼近30亿美元的新一轮融资，目 前正筹备在香港进行首次公开募股(IPO)。投资材料显示，昆仑芯希望最晚在2027年初完成首 次公开发行(IPO)。两位消息人士称，该公司表示其目标是2026年第一季度向香港交易所提交 上市申请。 综合 | 路透社 公司官网 HKET 腾讯新闻 编辑 | Arti 本文仅为信息交流之用，不构成任何交易建议 据接近昆仑芯的投资人表示，早些时候昆仑芯曾准备筹备科创板上市，在与多家券商进行沟通 后，于今年下半年决定转向港股。 官网显示，昆仑芯(北京)科技有限公司前身为百度智能芯片及架构部。公司的技术积累可追溯 至2011年，彼时百度为满足深度学习运算需求，已启动基于FPGA的AI加速器研发，并同步大 规模部署GPU。2018年7月，百度在AI开发者大会上正式推出云端全功能AI芯片"百度昆仑"， 宣告全面进军AI芯片领域。 昆仑芯于2021年4月完成独立融资，领投方为CPE源峰，IDG、君联、元禾璞华等知名机构参与 投资，首轮估值约130亿元，由百度芯片首席架构师欧阳剑出任CEO。 据介绍，欧阳剑是北京航空航天大学学士、中国科学技术 ...

12月5日午后，港股芯片产业链维持强势，全市场首只聚焦"港股芯片"产业链的港股信息技术ETF （159131）早盘一路震荡上行，午后涨幅略有收窄后再度上行，场内价格现涨1.07%冲击二连阳！实时 成交额超6600万元，交投活跃。 注："全市场首只"是指首只跟踪中证港股通信息技术综合指数的ETF。中证港股通信息技术综合指数设 置单个样本权重上限为15%，伴随个股市值波动权重占比会产生相应变化，可能会出现超过15%的情 形。指数样本每半年调整一次，届时单个样本权重上限一般会平衡至15%。近期市场波动可能较大，短 期涨跌幅不预示未来表现。请投资者务必根据自身的资金状况和风险承受能力理性投资，高度注意仓位 和风险管理。 风险提示：港股通信息技术ETF被动跟踪中证港股通信息技术综合指数，该指数基日为2014.11.14，发 布于2017.6.23。材料中指数成份股仅作展示，个股描述不作为任何形式的投资建议，也不代表管理人旗 下任何基金的持仓信息和交易动向。本产品由华宝基金发行与管理，代销机构不承担产品的投资、兑付 和风险管理责任。投资人应当认真阅读《基金合同》、《招募说明书》、《基金产品资料概要》等基金 法律文件，了解 ...

Core Viewpoint - Baidu's AI chip subsidiary Kunlun Core is accelerating its preparations for an IPO in Hong Kong, with plans to submit its application by Q1 2026 and complete the IPO by early 2027, following a recent valuation of approximately 21 billion RMB (about 2.97 billion USD) [1][4] Group 1: Company Developments - Kunlun Core has initiated its IPO preparations, aiming for a listing on the Hong Kong Stock Exchange by early 2027, with a recent funding round valuing the company at around 210 billion RMB [1][4] - The company has shifted from being an internal department of Baidu to an independent entity, focusing on reducing reliance on its parent company and expanding its customer base [5] - In the past two years, Kunlun Core has increased its external sales efforts, targeting clients beyond internet companies, including state-owned enterprises and local government data center projects [5] Group 2: Financial Performance - Kunlun Core is currently in a phase of "investing for scale," with projected revenues of approximately 2 billion RMB and a net loss of around 200 million RMB for 2024 [5] - The company anticipates that over half of its revenue will come from external clients by 2025, with expectations to exceed 3.5 billion RMB in revenue this year and achieve breakeven [5] Group 3: Market Trends and Opportunities - The enthusiasm in the capital market for AI chips is increasing, as evidenced by the recent IPO of domestic GPU company Moore Threads, which saw its stock price surge significantly on its debut [4] - The demand for high-performance chips in China is rapidly growing, providing a favorable growth window for companies like Kunlun Core [6] Group 4: Product Development - Kunlun Core is expanding its product lineup, having recently launched two new AI chips: M100, focused on inference scenarios, and M300, designed for both training and inference tasks, with launches planned for early 2026 and 2027 respectively [6] - The company aims to capture a share of the high-value AI training computing market, indicating its ambition beyond just edge inference [6]