AI概念股表現分化 商湯續吐逾6% 索信達急漲23%
近期市場熱炒ChatGPT概念,谷歌及微軟(MSFT.US)等紛紛加入戰團,谷歌擬於未來幾周推名為Bard新AI工具,以應對來自微軟參投OpenAI所開發ChatGPT的競爭,微軟及谷歌母企Alphabet(GOOGL.US)隔晚股價均漲逾4%。據報將於下周舉辦內部AI峰會的蘋果(AAPL.US)隔晚股價漲近2%。
然而,本港百度-SW(09888.HK)昨天(7日)確認旗下AI聊天機械人「文心一言」下月完成內測,刺激該股曾飆升18%至166.3元創逾14個月高遇壓後,今天股價曾回吐4.6%至155元獲承接,現報157.8元,回吐2.9%。商湯-W(00020.HK)連吐兩天,最低見2.68元,現報2.69元,續吐6.6%。
其餘AI概念股今天表現分化,其中萬咖壹聯(01762.HK)繼昨天飆升近32%兼獲成交配合突破牛熊線後,今早股價進一步升至0.45元逼近一年高位遇阻,掉頭倒跌4.8%報0.395元。醫渡科技(02158.HK)反覆續跌6.4%報6.87元。創新奇智(02121.HK)反覆續跌3.4%報20.05元。小米-W(01810.HK)反覆吐近3%報12.46元。
相反,內地最大答問平台知乎-W(02390.HK)繼今早跟隨ADR發力追落後急升後,下午股價進一步突破去年7月所造上市高位32.2元,最多飆升57%至36.6元,現報32.6元,急漲40%,一向薄弱成交急增至267萬股,創逾九個月高,涉資逾8,600萬元。知乎(ZH.US)ADR昨晚急漲近32%,收1.87美元。
索信達(03680.HK)發力追彈一舉突破10天及20天線(0.69元及0.73元),最高見0.81元,現報0.79元,急漲23%,成交增至688萬股。百融雲-W(06608.HK)反覆續升2.1%,曾高見14.9元(暫受制52周高位15.02元)。
中銀國際報告認為,ChatGPT註冊用戶激增,AIGC潛力巨大,引起市場關注。然而,以目前用戶體驗、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。該行認為,預期擁有數據和資本優勢的大型平台公司,將較AI軟件企業更能受惠,其中知乎正符合擁有海量優質數據的特點。
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