郭家耀: 局势未明港股料下试22,500
正荣金融业务部副总裁郭家耀称,美股上周五(22日)个别发展,市场忧虑中美关系继续紧张,拖低大市表现,科技股逆市表现向好,三大指数收市升跌不一。美元走势偏强,美国十年期债息回落至0.65厘水平,油价连日反弹後有回吐,金价则表现向好。港股预托证券普遍偏软,预料大市早段跟随低开。
内地股市走势向下,沪综指低开低走,收市下跌1.9%,沪深两市成交额继续维持低迷。
港股走势显着向下,蓝筹股全线出现抛售,指数跌穿多条移动平均线水平。短期局势仍未明朗,市场表现继续波动,指数或进一步下试22,500点支持,上方阻力在24,000点水平。
另天猫精灵举办春季新品发布会,发布会上阿里(09988.HK)宣布将在今年投入100亿元人民币(下同),围绕天猫精灵全面布局AIoT及内容生态领域。继今年1月天猫精灵升级为独立事业部後,阿里加码AIoT赛道的又一大动作。天猫精灵也宣布与支付宝生态打通,将无缝接入超过170万的支付宝小程序。阿里的AIoT战略即为合作夥伴提供以AI+IoT为核心的技术,包括各类连接能力、语音能力、语义能力、视觉能力、芯片模组能力等。
目前,阿里已经在全球部署4个IoT核心节点,14个加速计算节点,支持12种语言,覆盖200多个国家。设备厂商只用一套SDK就可以在海外销售产品,大大降低成本。获得100亿元资金投入後,天猫精灵今年将全面接入阿里经济体包括文娱、健康、教育、购物等内容和服务能力,并与内容产业深度合作,扩大生态;与阿里云智能、达摩院进行资源整合,重点投入物联网芯片、物联网操作系统、边缘计算、多模态交互等产品与技术研发。透过以上接入,阿里可加强与各方深度合作,丰富生态系统的资源,进一步增加用户的粘性。
(笔者为证监会持牌人,没持有上述股份)~
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