植耀辉:港股续欠缺方向AI发展可塑性仍高
耀才证券研究部总监植耀辉称，港股继续吹无定向风，并继续於28,000至29,000点上落。其实自6月中旬以後，恒指一直在此区间上落，亦由於市场观望气氛仍浓，成交萎缩之余港股亦变得欠缺方向。至於何时能出现突破似乎短期内亦难有憧憬，主轴中美贸易谈判仍未见曙光，内地经济数据虽较预期理想，但前景亦未见明朗。因此投资者亦暂只宜维持「不变应万变」策略。
既然市况淡静，刚巧英伦银行宣布，新款面值50英磅之肖像将是人工智能(AI)之父图灵(Alan Turing)，不如便谈谈AI的发展。近期大家最熟悉的莫过於人脸识别(Facial Recognition)技术，皆因早前有消息指大湾区将加快建设「社会信用体系」，引发市民有关个人私隐之担忧。不过，有关技术的发展已相当「利害」，因为现在不仅靠脸容，甚至靠步姿、穿戴、发型以至体型等，均已成为未来AI「认人」的发展方向。
但最神奇的可能就是连性格也可以用AI识别。墨尔本大学去年便研发了一套AI生物识别镜，可以根据脸部照片检测和显示个性特徵和外貌，最多可以分析14项性格特徵，包括性别、年龄、种族，以及魅力、古怪性格和情绪稳定度等。如果给予更长时间给识别镜监识，评估的特徵精准度更高及个性化。这一技术曝光後，外界便将之喻为「AI魔镜」。
当然，有关技术并非百分百准确，皆因对资料存量有更多要求，对大数据的分析要求更高；而且单靠外貌「取人」似乎亦不见得合理，要得到公平的性格结论亦恐怕相当困难。另外，有关技术亦会带来反效果。例如不法分子可能会利用相关技术盗取用户个人隐私，甚至会带来性格歧视等。当然，科技发明原意是促进社会进步，但如何应用，却是未来一大值得思考的议题。
最後又谈谈个别汽车股消息。华晨中国(01114.HK)昨日急升，事缘集团於周一收市後发出公告表示考虑派发特别息，这或可解释为何华晨股价近月持续跑赢大市。自去年华晨宣布出售华晨宝马25%股权予宝马後，投资者普遍看淡华晨前景，股价表现亦一落千丈。不过，出售相关股权後华晨将可录得167.38亿元人民币收益，如大部分用於派发特别息似乎有一定「卖点」。只是华晨在出售股权後未来发展仍然相当不明朗，所以「贪息」的投资者亦只宜短线矣。
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