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郭家耀:港股或挑戰22,000阻力 比亞迪(01211.HK)前景可期
阿思達克 02-11 09:09
港灣家族辦公室業務發展總監郭家耀稱,美股週一(10日)表現向好,市場消化關稅消息,並觀望聯儲局主席鮑威爾即將發表的半年貨幣政策報告,三大指數均錄得升幅收市。美元走勢向好,美國十年期債息回升至4.49釐水平,金價繼續破頂,油價走勢向上。港股預託證券普遍向好,預料大市早段跟隨向上。 內地股市昨日上升,滬綜指低開高走,收市上升0.6%,滬深兩市成交額保持活躍。 港股表現持續強勢,指數衝上21,500點水平,再創近月高位,整體成交亦明顯上升。市場熱炒AI概念,相關股份均錄得明顯升幅,大市獲新資金流入,預料指數可進一步挑戰22,000點阻力,下方支持在21,000點附近。 另比亞迪(01211.HK)在深圳總部召開智能化戰略發佈會,市場聚焦其智能駕駛輔助駕駛系統「天神之眼」的最新動態,「天神之眼」是比亞迪自主研發的高階智能駕駛輔助系統,具備無圖城市領航、窄道通行、高快領航和全場景智能泊車等功能。其核心優勢在於多傳感器融合、自研高算力計算平臺以及端到端大模型算法架構,依託中國最大的車雲數據庫,實現了高速、城區、泊車全場景的高階智駕體驗。去年12月比亞迪「天神之眼」系統在全國範圍內正式開通無圖城市領航功能,目前已迭代至BAS 3.0+超人類駕駛輔助,在數據層面,比亞迪智能駕駛車型搭載已突破400萬輛,位居中國第一。據報,比亞迪將會在全系車上搭載智能駕駛方案,包括海鷗和海豚等低價車型。解決方案最少有三套,入門級來自潤光智行(raincom),中階爲比亞迪自研,高階爲比亞迪與Momenta合作的方案。至於智能駕駛晶片則來自英偉達Orin X/N和地平線J6 M等。市場分析指出,智駕技術進步有望降低智駕硬件門檻,將智駕應用在20萬以內的車型主流市場中,比亞迪有望通過平價智能化,形成產品差異化優勢,並獲得銷量的提升,前景值得期待。 (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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