《即日市評》港股止連跌 百度攀升15% 惟商湯回吐
恆指連跌三個交易日(累跌850點或3.9%)後,今日受阿里巴巴(09988.HK)及百度(09888.HK)帶動回升。美國國債孳息率繼續攀升,美股道指及納指隔晚各跌0.1%及1%,執筆之時,美國10年期債券孳息率升至3.627厘,美匯指數升至103.52,道指期貨最新跌47點或0.14%,納指期貨最新跌0.04%。美國總統拜登指氣球事件並未削弱美中關係,上證綜指升9點0.29%收3,248點,深證成指升0.12%,滬深兩市成交額共8,457億人民幣。
恆指高開66點,曾升290點一度高見21,512點,午後升幅收窄,全日升76點或0.36%,收21,298點;國指升42點或0.6%,收7,232點;恆生科技指數升51點或1.2%,收4,516點。大市全日成交金額降至1,037.77億元,滬、深港通南下交易淨流入9,750萬及15.22億元人民幣。
【百度彈成半 商湯股價吐】
科網股普遍造好,騰訊(00700.HK)及阿里巴巴(09988.HK)股價各升0.8%及1.6%。ChatGPT(AI聊天機械人)概念股今日走個別,百度(09888.HK)全日股價抽上15.3%收162.5元,為升幅最大藍籌股,美圖公司(01357.HK)股價彈14.8%,但商湯(00020.HK)今日反覆跌4%收2.88元。
內媒報道經百度確認,其「類ChatGPT應用」項目名字確定為文心一言,英文名為ERNIE Bot。目前,文心一言在做上線前的衝刺。按計劃,文心一言將於3月份完成內測,面向公眾開放。
中銀國際發表報告指,人工智慧(AI)聊天機械人程式ChatGPT註冊用戶激增,人工智能自動生成內容(AIGC)潛力巨大,引起市場關注。該行表示,不會低估ChatGPT長遠而言所帶來的潛在顛覆性,但認為以目前的用戶體驗、應用場景、進入壁壘和商業化潛力來評估,未能證明其巨大投資成本是合理的。在有涉獵大型AI模型的中國企業中,該行預期擁有數據和資本優勢的大型平台公司,將較商湯等AI軟件企業更能受惠,維持對商湯的「沽售」評級,目標價為1.97元。
【市寬呈改善 內房股造好】
港股今日市寬改善,主板股票的升跌比率為22比18(上日9為比34);恆指成份股今日隻35股份上升,下跌股份32隻,升跌比率為46比42(上日為6比93)。大市今日錄沽空132.17億元,佔可沽空股份成交額890.48億元的14.843%(上日為19.086%)。
內房股造好,中國金茂(00817.HK)及遠洋集團(03377.HK)各上揚4.3%及5.4%,旭輝(00884.HK)及新城發展(01030.HK)各升2.8%及3.6%,碧桂園(02007.HK)升2.2%。
摩根大通表示,武漢市放寬限購令,這是為數不多在核心區放寬限購令的二線城市之一。此前,大多數限購令寬鬆政策只針對有多個小朋友的家庭或主要是在非核心地區實施。該行相信,未來會有更多內地一線及二線城市仿效。
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