郭家耀:預料港股短期或作稍作整固
港灣家族辦公室業務發展總監郭家耀分析指,美股週二個別發展,市場憂慮貿易戰升級,加上聯儲局主席表示並不急於減息,大市低開後一度跌幅加劇,道指及標普500指數尾市回升,納指則仍錄得跌幅收市。美元走勢回落,美國十年期債息回升至4.53釐水平,金價高位反覆,油價則有所反彈。港股預託證券大致向好,預料大市早段跟隨高開。內地股市昨日下跌,滬綜指高開低走,收市下跌0.1%,滬深兩市成交額亦略爲縮減。港股高位出現回吐,指數早段高見21,600點水平,其後獲利盤涌現,拖累大市掉頭向下,整體成交保持活躍。北水錄得大額淨流出,顯示資金有趁高獲利跡象,預料指數短期或作稍作整固,繼續於21,000至21,800點水平上落。
行業消息
第四範式(06682.HK)日前向不少於6名承配人配售最多2,792萬股配售股份,每股配售價50.2元,配售價較消息公佈前折讓11.62%,所得總額14.02億元,涉及股份佔擴大後已發行股本5.65%。配售所得款項淨額預期13.94億元,將用於核心產品研發。重點投入生成式AI研發,優化演算法,提升產品效能,鞏固技術優勢;業務拓展,積極開拓新市場,尤其是海外市場和新興市場,支持集團海外主體業務發展,加強行銷通路建設,提升品牌影響力,探索業務協同機會;併購機會,持續關注優質資產併購,實現資源整合與快速發展,提升產業競爭力;及企業一般用途。DeepSeek的出現,令市場重新重視內地AI行業的投資機會,第四範式配售後股價企穩配售價之上,顯示市場對集資行動亦認同,後市展望樂觀。
(筆者爲證監會持牌人仕,本人及相關人士沒持有上述股份)~
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