郭家耀:憧憬AI概念發酵港股料再戰23,200阻力 百度(09888.HK)面臨變現風險
港灣家族辦公室業務發展總監郭家耀稱,美股週四(20日)表現向下,美國企業業績令人失望,市場憂慮當地經濟前景,拖累大市急挫,三大指數均錄得顯着跌幅收市。美元走勢回落,美國十年期債息下滑至4.5釐水平,金價持續向好,油價走勢亦向上。港股預託證券普遍上升,預料大市早段跟隨高開。
內地股市昨日個別發展,滬綜指低開高走,收市錄得輕微跌幅,滬深兩市成交保持活躍。
港股昨日回落,指數一度低見22,400點水平,收市跌幅有所收窄,大市成交較前略爲減少。市場累積較大升幅後出現正常整固,不過中概股業績強勁,市場繼續憧憬AI概念發酵,有利指數再挑戰23,200點阻力,下方支持在22,500點水平。
另百度-SW(09888.HK)公佈去年第四季業績,經調整淨利潤67.09億元人民幣(下同),按年下跌13.5%,經調整核心淨利潤67.41億元,下跌10.1%。去年第四季總收入341.24億元,按年下跌2.4%。核心收入276.98億元,上升0.8%;在線營銷收入179億元,減少7%;非在線營銷收入98億元,增長18%,主要由智能雲業務帶動。2024年全年經調整淨利潤270.02億元,按年減少6.1%;總收入1,331.25億元,下跌1.1%。
百度表示,去年12月文心繫列模型處理的日均API調用量達到16.5億次,其中外部API調用量按月增長1.78倍,顯示特別強勁的勢頭;百度文庫AI功能的月活躍用戶達到9,400萬,按年增長2.16倍,按月增長83%。百度智能雲業務呈現強勁勢頭,去年第四季度收入增長加快,抵消在線營銷業務的疲弱。在應對短期壓力的同時,集團堅信百度在人工智能領域的戰略投入將推動實質性進展,併爲長期成功奠定基礎。雖然百度擁有AI戰略上的先發優勢,但其核心搜索業務可能會被人工智能興起而取代,面臨變現風險,行業競爭日益激烈,拖累百度股價落後同業。
(筆者爲證監會持牌人,本人及相關人士沒持有上述股份)~
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