植耀輝:港股氣氛仍佳 微軟未來發展仍具憧憬
耀才證券研究部總監植耀輝稱,港股在長假期復市後順利開出「紅盤」之餘,升幅更相當可觀,某程度上反映投資者對A股以及內地經濟有望反彈之樂觀預期。由於氣氛仍佳,相信港股仍有望續試高位,只要繼續企穩21,700點之上,短期走勢依然樂觀。
另外,微軟(MSFT.US)近期消息多多,集團早前宣布計劃在本中進行全球大裁員1.1萬人以節省開支,但另一邊廂卻打算斥資100億美元加大對人功智能開發商OpenAI之投資。OpenAI最為人熟悉就是研發了聊天機械人ChatGPT(Generative Pre-Trained Transformer),這是一個能夠回答查詢並以自然語言生成文本之人工智能程式。簡單概念就是用家提出問題/要求,只需數秒時間,ChatGPT便能夠提供答案。由於功能過於強大,美國部分學生便禁用以防學生作弊。不過亦因此而得到大型科企注意,其中一間就是微軟。早於2019年,微軟已向OpenAI投資10億美元,今次加碼反映集團重視OpenAI之程度。
不少分析均認為,微軟旗下不少業務均可應用到ChatGPT技術,包括Bing搜尋引擎、Office及Azure雲端平台。微軟亦確實一直有此打算。去年11月微軟便已宣布將在Azure中整合ChatGPT,目標是將Azure打造為「任何人及研究人工智能之人士想去的地方」。
當然筆者認為微軟與ChatGPT之合作不止於此,在AI應用範疇越趨廣泛之際,微軟所有業務均能與AI產生更大之協同效應,事實上亦確實有此必要,尤其是在本業受經濟衝擊之情況下。從最新之業績可以觀察到,微軟業績已漸露疲態,就連近年一直擔當增長引擎之雲端業務,季績顯示雖然增速仍達到38%,但管理層亦已表明下季增速將無可避免地再放緩4至5個百分點。因此對微軟而言,如何打造下一個可持續之增長點至為重要。
更重要的是,透過今次加碼投資,外界有望將微軟定位為AI股份,對估值提升大有幫助。所以雖然短期前景面對不少挑戰,但筆者仍對其前景充滿信心,亦會伺機增持。
(筆者為證監會持牌人,持有微軟股份)
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美股造好納指升1.8% 港股走勢續佳
耀才研究部稱,美股隔晚(26日)造好,美國第四季GDP表現勝預期,加上Tesla(TSLA.US)業績表現有驚喜,支持美股造好,納指上升近1.8%,Tesla升幅更達到11%,金龍指數亦有好表現,升幅達到3.6%。
至於港股表現,在兔年首個交易日表現理想,順利開出紅盤之餘更以全日最高位收市,在港股通仍暫停下成交金額仍接近1,200億元,反映大市氣氛仍佳;不過始終累升不少,加上下周A股復市,宜留意資金會否出現高位先行獲利情況。
技術走勢方面,恆指昨日連續第二個交易日出現裂口上升,並以全日最高位收市,14天RSI已升至接近80,反映升勢急勁之餘亦逐漸超買,短期不排除會有所回調,不過在整體走勢仍理想之情況下,下方只要守穩10天線亦即21,700點水準,上升趨勢依舊未變,有望延續本輪升浪。
(筆者為證監會持牌人)~
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