郭家耀: 憂疫情港股創逾一年低 百度(09888.HK)自動駕駛邁收成期
安里資產管理董事總經理郭家耀稱,美股周一(29日)反彈,美國總統拜登表示無意封城,消息刺激大市向好,三大指數均錄得顯著升幅收市。美元走勢向好,美國十年期債息回升至1.50厘水平,金價繼續回落,油價低位反彈。港股預託證券普遍偏軟,預料大市早段跟隨低開。內地股市個別發展,滬綜指低開高走,收市微跌1點,滬深兩市成交額稍為增加。
港股表現持續弱勢,市場繼續受變種病毒疫情,以及科網股業績表現影響,指數失守24,000點水平,再創超過一年低位收市,大市成交亦有所上升。短期氣氛未有改善,指數或下試23,500點支持,上方阻力在24,500點水平。
另北京正式開放國內首個自動駕駛出行服務商業化試點,百度(09888.HK)和小馬智行成為首批試點企業。百度Apollo率先取得商業化服務試點許可,旗下蘿蔔快跑App已向公眾推送收費功能,初期覆蓋北京市經濟開發區試點範圍內的600多個站點。是次開放的自動駕駛商業化試點,在經開區60平方公里範圍內,並同步出台《北京市智能網聯汽車政策先行區自動駕駛出行服務商業化試點管理實施細則(試行)》作為配套管理政策。
百度表示,這標誌中國企業從載人測試營運邁入商業化試點探索新階段,引領全球自動駕駛下半場征程。百度披露,蘿蔔快跑App將按照市場化定價模式展開工作,未來商業化試點取得一定成果後,會按照先行區要求和規定,投入更多車輛進行更大範圍示範營運,促進自動駕駛產業和出行服務業的快速發展。自動駕駛將是未來汽車行業的全新賽道,百度擁有明顯技術優勢,發展順利的話,可望成估值提升的催化劑。
(筆者為證監會持牌人,沒持有上述股份)~
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