百度之后又一巨头！阿里据称计划平头哥独立上市，股价盘中大涨超7%_老虎社区_美港股上老虎

百度之后又一巨头！阿里据称计划平头哥独立上市，股价盘中大涨超7%

华尔街见闻01-23

继百度之后，又一国内互联网巨头准备让旗下芯片公司独立上市，这次阿里可能要让雪藏多年的“核武器”正式走入公开市场。美东时间1月22日周四，媒体报道称，阿里巴巴集团正准备推进旗下AI芯片子公司平头哥的独立上市。受此消息提振，阿里巴巴美股周四高开4.6%，早盘拉升，股价一度触及181.1美元，创2025年10月28日以来盘中新高，日内涨幅最高达7.4%，市值增长近297亿美元，此后涨幅收窄，到收盘涨幅...

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href=https://wallstreetcn.com/articles/3763962><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>继百度之后，又一国内互联网巨头准备让旗下芯片公司独立上市，这次阿里可能要让雪藏多年的“核武器”正式走入公开市场。美东时间1月22日周四，媒体报道称，阿里巴巴集团正准备推进旗下AI芯片子公司平头哥的独立上市。受此消息提振，阿里巴巴美股周四高开4.6%，早盘拉升，股价一度触及181.1美元，创2025年10月28日以来盘中新高，日内涨幅最高达7.4%，市值增长近297亿美元，此后涨幅收窄，到收盘涨幅...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3763962\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU0651947912.USD","symbol_name":"BGF EMERGING MARKETS EQUITY INCOME \"A5G\" (USD) 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Alibaba is said to plan to go public independently, and its stock price rose by more than 7% during the session.","themeId":"992467d12ddd08ac6b2ec0ff758c9d02","isJumpTheme":false,"ttsUrl":"https://static.tigerbbs.com/9f5efb0b3f2eca900f089e5711562c12","symbols_score_info":{"09988":1.96,"09888":1.87,"BABA":1.96},"content_text":"继百度之后，又一国内互联网巨头准备让旗下芯片公司独立上市，这次阿里可能要让雪藏多年的“核武器”正式走入公开市场。美东时间1月22日周四，媒体报道称，阿里巴巴集团正准备推进旗下AI芯片子公司平头哥的独立上市。受此消息提振，阿里巴巴美股周四高开4.6%，早盘拉升，股价一度触及181.1美元，创2025年10月28日以来盘中新高，日内涨幅最高达7.4%，市值增长近297亿美元，此后涨幅收窄，到收盘涨幅略超5%，创去年10月末以来收盘新高。据科创板日报报道，记者就平头哥上述消息询问阿里巴巴，阿里对此消息未作评论。这一潜在上市计划正值AI芯片市场迎来密集上市潮。百度旗下昆仑芯已于今年1月以保密形式向香港联交所提交上市申请，目标募资规模据称最高可达20亿美元。摩尔线程等芯片对手的上市吸引了强劲的投资者兴趣，反映出，海外投资者押注中国将支持国内行业作为美国技术的替代方案。重组方案仍处早期阶段据本周四的报道，阿里巴巴将首先对平头哥的芯片业务进行内部重组，将其改造成一个部分由员工持股的业务实体，随后再探索IPO的可能性。具体上市时间尚未确定，该行动仍处于准备阶段。由于上市行动仍处于早期和探索阶段，平头哥可能获得的估值尚不明确。但投资者对中国芯片制造商的兴趣一直保持强劲。据证券时报，本周一胡润研究院发布的《2025胡润中国人工智能企业50强》显示，位居50强榜首寒武纪市值约为6300亿元人民币，摩尔线程以3100亿元的价值位居次席，沐曦股份以2500亿元的价值排名第三。三甲中，寒武纪自2016年成立以来始终专注于AI核心处理器芯片的研发，2020年成立的摩尔线程和沐曦股份分别专注全功能GPU研发和全栈式GPU研发。本周四的报道认为，阿里希望借此计划利用投资者对AI加速器市场的强劲需求。目前，全球试图开发足以匹敌英伟达AI芯片的公司屈指可数。平头哥独立上市不仅对阿里意义重大，也将对中国半导体产业产生深远影响。作为中国科技巨头在芯片领域的重要布局，它将增强中国AI芯片产业的整体竞争力，有助于减少对国外技术的依赖。平头哥的技术积累与市场地位平头哥是阿里巴巴于2018年9月成立的半导体芯片公司，由阿里集团从收购的中天微系统及阿里达摩院内部芯片团队整合而来，重点聚焦AI芯片与RISC-V生态技术。据新浪科技报道，平头哥在行业中一直非常低调，被视为阿里雪藏多年的“核武器”。平头哥的实力在2025年9月获得集中展示。央视新闻联播当月报道中国联通三江源绿电智算中心项目，披露了平头哥最新研发的AI芯片PPU。报道画面显示，这款名为PPU的GPU芯片显存为96GB的HBM2e，片间互联带宽达700GB/s，接口为PCIe 5.0×16，功耗仅为400W，在这些关键参数上已完全超过英伟达A800和主流的国产GPU，整体性能与英伟达H20相当。新浪科技援引其他报道称，平头哥研发的第一代PPU性能可匹敌英伟达畅销的H20，而升级版的PPU性能则比英伟达A100更强。因性能优异稳定、性价比突出，平头哥PPU芯片在业内口碑良好。在产品布局方面，平头哥已陆续推出“含光”系列AI芯片、“倚天”系列通用服务器CPU以及企业级SSD主控芯片镇岳510等。，自研CPU芯片倚天710、AI推理芯片含光800等均在阿里云上实现了规模化部署。在端侧芯片领域，平头哥推出的羽阵IoT芯片已实现数亿出货。最近的报道显示，有迹象表明平头哥的业绩正在取得进展。据科创板日报报道，有智算业内人士表示，平头哥AI芯片的“性能不错。阿里自用的多”，另有智算产业链人士表示，“平头哥PPU主要面向推理场景，才新推出没多久，目前对外应用的消息不多。”另有报道提到，阿里与中国第二大无线运营商联通签订合同，部署平头哥AI加速器。这些芯片将与MetaX和壁仞科技等竞争对手提供的加速器一起，进入中国联通在西北地区的大型新数据中心。据央视新闻联播去年9月报道的画面，沐曦股份、壁仞科技、中昊芯英、太初、燧原科技、摩尔线程等多个国产AI芯片企业已签约项目共有1747台设备、22832张算力卡，总算力达3579P。其中，阿里云总计1024台设备、16384张平头哥算力卡、1945P总算力。AI全栈布局的关键拼图平头哥的潜在上市是阿里巴巴AI战略的重要一环。媒体认为，阿里巴巴长期以来一直探索芯片设计，寻求确保支撑其数据中心和类似AWS的云服务的关键组件供应。AI芯片是其成为与OpenAI等竞争的领先AI公司的更广泛战略的一个方面。据新浪科技，行业人士认为，阿里和谷歌将引领中美AI发展，因为两者都拥有从AI芯片、云计算、大模型到AI应用的全栈布局。在谷歌的AI布局中，自研芯片TPU是重要一环。随着上市进程的开启，平头哥在底层芯片领域多年积累的实力终于显现，阿里AI全栈布局的最后一块拼图浮出水面。2025年1月DeepSeek发布R-1成为中国AI发展的转折点，在全球范围内引发了开源模式的深刻变革，促使中国模型在下载量和影响力上全面崛起，此后，阿里巴巴一直是AI领域最积极的投资者和倡导者之一。2025年2月，阿里巴巴宣布，计划未来三年投入至少3800亿元人民币（超530亿美元）用于云计算和AI的基础设施建设，金额超过此前十年阿里在云和AI基础设施上的投入总和。这些举措帮助阿里的股价在过去一年中表现优于许多竞争对手，尽管其超4000亿美元的市值仍低于以超6900亿美元位居国内第一的腾讯控股。AI芯片上市潮涌平头哥的上市计划契合了当前AI芯片领域的上市热潮。在阿里之前，另一位互联网巨头百度已经公布了昆仑芯的分拆计划。据1月7日的媒体报道，昆仑芯已选定投行团队筹备香港首次公开募股，目标募资规模最高可达20亿美元。今年1月2日，百度官方证实昆仑芯已秘密递交了IPO申请。根据百度的公开表态，昆仑芯是中国少数几家有能力设计高性能加速器的公司之一。据腾讯科技，有调研纪要此前称昆仑芯2025年全年营收预计在50亿元人民币左右，较2024年的20亿元大幅增长。IDC数据显示，2024年昆仑芯的出货量排行业第二名。国产GPU企业沐曦股份和摩尔线程已在2025年12月登陆科创板。壁仞科技、天数智芯则与昆仑芯一样选择赴港上市，燧原科技的科创板IPO本周四获得受理，瀚博半导体完成科创板上市辅导。2026年1月2日，AI芯片设计公司上海壁仞科技在港股上市当天大涨76%，而去年底在内地上市的相关企业首日涨幅甚至达到三位数，这些市场表现为后续企业的上市提供了积极的估值参照。这反映出投资者对人工智能板块需求高涨，以及市场押注北京将持续支持被视为战略性行业的AI相关企业发展。","kind":"highlight","is_publish_news":true,"is_publish_highlight":true,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"2","news_tag":"corporation","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"},"commentList":[],"hasMoreComments":false,"newsSizeData":{"likeSize":2,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"isCrawlerRequest":true}