BIDU-SW (09888) Rises Over 3% as Baidu Unveils ERNIE 5.0 and Two Kunlun AI Chips

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Yesterday

BIDU-SW (09888) surged over 3%, trading at HK$129.4 by press time with a turnover of HK$1.07 billion. The rally follows Baidu's showcase of AI advancements at its 2025 World Conference on November 13, featuring the launch of ERNIE 5.0 large language model and two new Kunlun AI chips - M100 and M300.

Key highlights include Apollo Go surpassing 17 million global rides, upgraded GenFlow 3.0, and international expansion of products like Apollo Go, Huiboxing Digital Humans, Miaoda, and GenFlow.

Baidu also introduced two hyper-node products - Tianchi 256 and Tianchi 512 - while outlining Kunlun chips' 5-year roadmap. The M100 chip, optimized for large-scale inference, is slated for 2026 release, with the M300 chip for massive multimodal model training/inference expected in 2027.

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