郭家耀: 港股短期料續反彈 商湯(00020.HK)長線前景可期
安里資產管理董事總經理郭家耀稱,美股周三(8日)反覆上升,初步研究顯示第三劑疫苗有效中和變種病毒,消息有利大市造好,三大指數均錄得溫和升幅收市。美元走勢回落,金價反覆偏軟,油價低位反彈,美國十年期債息回升至1.52厘水平。港股預託證券普遍造好,預料大市早段跟隨外圍高開。內地股市上升,滬綜指低開高走,收市上升1.1%,滬深兩市成交額略為減少。
港股急升後在高位爭持,指數在窄幅波動,大市成交大為減少。市場氣氛繼續改善,預料大市反彈勢頭短線可持續,指數有望上試24,200點阻力,下方支持在23,500點水平。
另根據弗若斯特沙利文行業報告,以2020年收入計算,商湯科技(00020.HK)是亞洲最大的人工智能軟件公司。根據報告,中國人工智能軟件市場規模將增長至2025年的1,671億元人民幣,複合年增長率為41.5%,為全球主要市場中增速最快的市場。作為行業領先公司,商湯的市場佔有率為11%,未來增長空間龐大。公司業務主要應用四大領域,分別為智慧生活、智能汽車、智慧商業及智慧城市。商湯AI軟件平台已在超過15個國家及地區及多個垂直行業部署,客戶數超過2,400家。持續的客戶增長,帶動公司收入在2018至2020年的複合年均增長率為36.4%。毛利率從2018年的56.5%增至2020年70.6%,2021年上半年更達73%。儘管近日新經濟股氣氛低迷,商湯長線前景仍值得期待,值得考慮認購。
(筆者為證監會持牌人,沒持有上述股份)~
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