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《即日市評》恆指「四連跌」失兩萬一關 百度逆市揚
受金融及科網股拖累,港股今日持續向下。美國昨晚公布1月消費物價指數按年升幅降至6.4%,但大過預期,美股隔晚個別發展,道指跌0.46%及納指升0.57%;執筆之時,美國10年期債券孳息率升至3.751厘,美匯指數升至103.5,道指期貨最新跌88點或0.26%,納指期貨最新跌0.46%。上證綜指跌12點或0.4%收3,280點,深證成指跌0.25%,滬深兩市成交額共9,373億人民幣。 港匯觸及弱方保證,金管局於紐約時段承接148.68億港元沽盤。港股日反覆下跌,恆指高開3點後掉頭向下,曾跌386點一度低見20,726點,全日跌301點或1.4%,收20,812點,連跌四個交易日(累跌812點或3.8%);國指全日跌92點或1.3%,收7,018點;恆生科技指數跌41點或1%,收4,288點。大市全日成交總額1,123.13億元,滬、深港通南下交易淨流人29.36億及41.48億元人民幣。 科網股造淡,騰訊(00700.HK)、阿里巴巴(09988.HK)及美團(03690.HK)股價各跌0.4%、1.6%及1.2%。金融股偏軟,友邦(01299.HK)跌2.5%,中國平安(02318.HK)下滑2.7%。 【恆指「四連跌」 百度逆市揚】 百度(09888.HK)全日股價逆市上揚近3.8%收149.1元,超媒體(00072.HK)股價飆升1.7倍收1元,成交額4,592萬元。超媒體控股宣布,旗下商業週刊事業群成為百度(文心一言首批生態合作夥伴。後續,事業群將全面體驗並接入文心一言的智能對話技術能力。商週事業群將把百度領先的智能對話技術成果應用在商業資訊APP領域。 中銀國際發表報告指,百度(BIDU.US)經過內測後將於下月推出生成式對話產品「文心一言」,認為集團長年對人工智能進行大量投資,加上在內地搜尋行業的龍頭地位,料其將成內地自然語言處理(NLP)的領導者。該行重申對百度(BIDU.US) 「買入」評級,目標價維持188美元。 【跌股千三隻 安踏股價弱】 港股主板今日市寬轉弱,主板股票的升跌比率為9比32(上日17為比22),下跌股份1,349隻(跌幅2.6%);恆指成份股今日3隻股份上升,下跌股份72隻,升跌比率為4比95(上日為54比38)。大市今日錄沽空179.46億元,佔可沽空股份成交額959.12億元的18.711%(上日為13.539%)。 安踏體育(02020.HK)今早股價曾挫7.9%,全日跌3.6%收106.7元。花旗發報告指,聯交所數據顯示,安踏有8,450萬股股份被轉移至中央結算系統,相信是大股東兼主席丁世忠早前承諾設立慈善基金的相關程序。該行指考慮到基數較高,該行預期大多數中國體育用品零售商的零售額按年增長放緩。在公布業績前,安踏的股價表現或存在負面情緒。
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