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郭家耀:減息預期升溫港股或上試20,200阻力 商湯(00020.HK)貨幣化過程需時
港灣家族辦公室業務發展總監郭家耀稱,美股上週五(6日)個別發展,美國就業數據顯示當地勞工市場有所降溫,投資者憧憬聯儲局有望進一步減息,利好市場氣氛,大市高開後升幅一度擴大,其後道指由高位回吐並倒跌收市,標普500指數及納指則再創歷史新高。美元走勢向下,美國十年期債息回落至4.14釐水平,金價溫和向好,油價持續受壓。港股預託證券走勢向下,預料大市早段跟隨低開。 內地股市上週五表現向好,市場憧憬中央經濟工作會議有正面消息,滬縮指低開高走,收市上升1.1%,滬深兩市成交額亦明顯增加。 港股跟隨內地股市造好,大市一度逼近20,000點關口,尾市升幅略爲回順,整體成交亦有所增加。市場繼續觀望政策消息,加上外圍減息預期升溫,人民幣走勢轉強,亦有助中資股表現,預料指數或有望上試20,200點阻力,下方支持在19,200點水平。 另商湯-W(00020.HK)公佈已完成戰略組織架構重組,對戰略方向及核心領域重新定位,以更好地應對AI 2.0時代所帶來的機遇與挑戰。商湯表示,通過重組,集團將聚焦以生成式AI爲代表的核心業務,推動集團的業務增長、盈利及財務穩健性,爲技術創新提供持久動力;生態企業將聚焦各自場景化AI和細分市場需求的同時,充分共享集團的基礎設施和基礎模型建設成果,與集團形成有效協同,拓展更大的發展空間;生態企業將各自設立獨立CEO,並通過市場化激勵吸引更多人才加入。重組後,商湯建立新的「1+X」的架構,「1」代表集團核心業務,打造行業領先的AI雲,實現大裝置、基礎模型和AI應用的無縫集成。在CV領域,打造通用視覺模型、深耕各個應用場景;「X」代表集團的生態企業矩陣,包括智能汽車「絕影」、家庭機器人「元蘿蔔」、智慧醫療、智慧零售等,各生態企業將由獨立的CEO負責業務發展,並將獲得更靈活的激勵機制和融資通道,使其能夠更敏捷地把握各自領域的市場機遇。市場觀望商湯重組後能否展現業務持續模式,並將其變現成收入及盈利,相信過程仍需時,令股價走勢反覆。 (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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