《即日市評》恆指反覆跌 百度再彈半成 商湯回吐
美聯儲局一如預期加息0.25厘,該局主席鮑威爾稱美國初現通縮,港股今日先升後回。鮑威爾指通縮程序已展開,但亦指勞工市場繼續失衡,未來或再有兩次加息,美股道指及納指隔晚各升0.02%及2%;執筆之時,美國10年期債券孳息率跌至3.409厘,美匯指數跌至101.06,道指期貨最新升22點或0.06%,納指期貨最新升1.43%。上證綜指升0.75點0.02%收3,285點,深證成指跌0.2%,滬深兩市成交額共1.02萬億人民幣。
恆指高開204點,初段升239點一度高見22,311點後回落,尾市曾跌141點低見21,930點,全日跌113點或0.5%,收21,958點;國指跌54點或0.7%,收7,505點;恆生科技指數升不足1點,收4,696點。大市全日成交總額1,400.51億元,滬、深港通南下交易分別淨流出1.28億及淨流入6.84億元人民幣。
匯豐銀行、恆生(00011.HK)及中銀香港(02388.HK)均維持港元最優惠年利率5.625%不變。匯控(00005.HK)全日升近1.1%,恆生及中銀香港各跌2%及近2.6%。地產股走個別,新地(00016.HK)跌近0.3%,長實集團(01113.HK)漲近1.4%。
【美聯儲局加息 百度續有支持】
科網股普遍造淡,騰訊(00700.HK)、阿里巴巴(09988.HK)及美團(03690.HK)股價各下滑0.5%、0.9%及1.9%。人工智能概念股走個別,商湯(00020.HK)股價急吐7.1%收2.73元,百度(09888.HK)則再上揚近5%收151.5元。
至於有報道指百度將在3月發布其版本的ChatGPT,法巴認為在變現和有效性方面有很多不確定因素,因為百度在財務電話會議中未有談及太多詳情,只是在Create 2022活動中簡要地提到其ERNIE 3.0 Zeus引擎,即其聊天機械人框架的基礎。該行指,鑒於OpenAI版本在內地無法使用,並且在騰訊旗下微信上被禁止,該產品可能涉及監管風險,期望未來能見到該產品在市場上有更大的可操作性和實用性。
【市寬呈轉弱 舜宇逆市揚】
港股今日市寬轉弱,主板股票的升跌比率為22比20(上日31為比11);恆指成份股今日28隻股份上升,下跌股份46隻,升跌比率為37比61(上日為78比20)。大市今日錄沽空216.68億元,佔可沽空股份成交額1,247.28億元的17.373%(上日為22.314%)。
舜宇光學(02382.HK)股價彈高4.3%收113.9元。花旗發表全球智能手機市場報告,料Android智能手機庫存問題已基本得到解決,並估計今年將出現週期性復甦,指相機供應商規格升級方面處於有利地位,料舜宇光學可受惠行業升級趨勢。
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