异动解读05-18
百度（BIDU）今日盘中股价大幅上涨5.89%，引起了市场的广泛关注。
消息面上，百度集团稍早前发布了2026年第一季度财报。财报显示，公司第一季度总营收达321亿元人民币，超过市场普遍预期的314.9亿元。其中，核心AI新业务收入达到136亿元，同比增长49%，占百度一般性业务收入的比例首次超过一半，达到52%，标志着AI已成为公司增长的核心驱动力。此外，智能云基础设施收入同比增长79%至88亿元，GPU云收入更是同比大增184%。
这份“AI含量”十足的财报，展现了百度从传统搜索广告向AI基础设施和AI应用平台成功转型的强劲势头，显著增强了投资者对公司未来增长潜力的信心，从而推动了股价在交易时段的大幅上涨。
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