恆生科指續漲2.3%重越10天線 AI概念股受捧 百度及聯想漲4%-6%
美國債息回落,加上標普美國8月商業活動意外放緩至接近停滯兼創半年低,市場再度憧憬美聯儲加息周期或完結,美國大型科技股及芯片股受捧,帶動納指持續跑贏兼三連升,昨晚高收漲1.6%。此外,AI晶片龍頭英偉達(NVDA.US)收市後公布,受惠AI芯片需求急增帶動,次季收入倍增至135億美元遠超預期兼料第三季收入達160億美元也遠勝預期,該股承昨晚回升3.2%勢,盤後曾飆10%高見520美元再創紀錄高,現報502.15美元,續升6.6%,帶動納指一百期貨續升1.2%報15,377。
本港恆生科技指數三連升,今早一舉升破100天及10天線(4,051及4,096),最多升2.5%至4,107,現報4,102,續升2.3%。
30隻恆生科指成份股除舜宇(02382.HK)及將被剔除成份股瑞聲(02018.HK)分別逆跌0.5%及4.1%,報62.75元及15.74元外,全部造好,AI概念股升幅較大。聯想(00992.HK)四連升兼曾一舉升破100天及20天線(8.14-8.2元),最高見8.26元,現報8.28元,續漲5.8%。績後獲多間大行看好百度(09888.HK)三連升,股價曾一舉重越10天及100天線(129.9元及133.2元),最高見133.8元,現報133.7元,續升4.1%。金山軟件(03888.HK)三連升,最高見31.6元(暫受制20天線31.7元),現報31.45元,續升4%。據報進軍車市進入生產階段的小米(01810.HK)三連升兼重越20天線,現報12.18元,續升3.7%。商湯(00020.HK)彈3.3%報1.55元。
攜程(09961.HK)三連升,最高見316.4元,現報314元,續升3.3%。萬國數據(09698.HK)續升3%報10.96元。金蝶(00268.HK)續升4%報12.36元。權重股騰訊(00700.HK)、阿里(09988.HK)及今天放榜的美團(03690.HK)升逾1.5%-2.5%,後者跑贏股價三連升曾高見134.7元。
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