科指低位見承接 舜宇、小米、瑞聲及萬國數據漲2.5%-6.5% 百度曾續挫8.5%
美國多名聯儲局官員均強調有必要繼續加息至5厘以上抗通脹,加上谷歌AI聊天機械人Bard在宣傳廣告中提供錯誤答案,市場擔心其在這場AI大戰上會輸給對手微軟(MSFT.US),拖累母企Alphabet(GOOGL.US)曾急跌8.9%至98.04美元,市值蒸發千一億美元,收市仍挫7.7%,其餘權重科網及芯片股也普遍回吐,拖累納指昨晚回吐1.7%跑輸藍籌指數。此外。反映中概股表現的金龍中國指數昨晚也回吐1.7%。本港科指承昨天回吐勢,今早低開1%報4,386,最低見4,379獲承接,掉頭回升,最高見4,467,現報4,445,倒升0.3%。此外,恆指也由低位21,151,掉頭高見21,433,現報21,361,回升77點或近0.4%,總成交額424億元。
30隻科指成份股過半反覆向好。小米(01810.HK)創始人雷軍以ChatGPT聊天機械人問答形式透露,「小米13」智慧型手機系列全球版將於本月26日發布,刺激該股曾重越10天線(13.07元),最多逾半成高見13.12元,現報12.86元,回升3.2%。
萬國數據(09698.HK)承昨天回升6%重越20天線勢,今早進一步升破10天線(24.06元),最高見25.4元,現報25.25元,續升6.5%。
蘋果(AAPL.US)昨晚回吐1.8%,但瑞聲(02018.HK)終止五連跌,股價曾高見20.9元,現報20.55元,回升4.1%;舜宇(02382.HK)四連跌後,今早股價也反覆彈2.5%報104.6元。
然而,谷歌AI答錯,引發市場對其準確度關注。百度(09888.HK)繼昨天回吐逾3%後,今早曾失守10天線(145.5元),最多挫8.5%至144元,現報147.9元,續吐6%。網易(09999.HK)曾吐4%至136.7元,現報139.9元,回吐1.8%。然而,遭軟銀減持商湯(00020.HK)承過去兩連吐勢,今早股價進一步跌至2.61元獲承接,掉頭回升至2.76元,現報2.72元,倒升1.1%。此外,騰訊(00700.HK)繼續反覆向好,高低見386.6元/380元,現報385.2元,反覆續升0.8%;阿里(09988.HK)反覆回升逾1%,高低見105.4元/103.1元。
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