港股异动丨百度涨超4% 完成YY直播收购 获花旗看好

格隆汇
26 Feb
百度集团(9888.HK)今日盘中一度涨4.4%至89.8港元。百度昨晚发公告称,2025年2月25日,百度与欢聚集团订立协议并收购先前由JOYY拥有的中国内地视频娱乐直播业务(即YY直播)。百度已支付总收购价约21亿美元。作为交易的一部分,百度之前根据股份购买协议(其后不再有效)存入托管账户的总金额约16亿美元已悉数释放予百度。百度计划将有关释放的资金投资于其云及AI基础设施。
花旗表示,百度宣布完成YY直播收购,对于长期未决的交易而言是一种解脱,并将从托管账户释放16亿美元资金视为积极成果,尤其是百度计划将该笔资金投资于其云端和人工智能基础设施。该行提及,虽然市场对于百度支付的收购资产价值是否仍然合理存在争议,但若不解决该问题,16亿美元的受限资金可能继续无法动用。因此,花旗认为完成收购很可能表明双方对长期未解情况达成共识解决方案。(格隆汇)

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