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植耀輝:腦接入技術現突破 港股繼續兩萬四關爭持
耀才證券研究部總監植耀輝稱,作爲《侏羅紀公園》系列的「忠粉」,知道有新戲上映,當然會馬上抽時間去觀賞。新一集出現新恐龍角色也是預期之內,但今次卻搬出一隻長相核突之怪胎恐龍(基因改造/合成失敗),令筆者懷疑若整個系列仍未完結的話,往後會否演變成人類怪物大戰? 不過說到基因改造,近年聲名大噪,由馬斯克持有(沒錯,又有他份)之Neuralink,原來於2021年曾傳出計劃用基因技術在15年內復活侏羅紀公園!但更「吸睛」的話題,則可能是該公司近日宣佈在腦接入技術上出現突破,未來更有機會超越現有腦接入之極限。 在上月底之發佈會上,該公司宣佈七位志願者成功植入腦機介面設備,透過心靈感應」(Telepathy)裝置,他們不單能以意念控制《Mario Kart》等遊戲,甚至能夠操作機械臂完成書寫與外界互動。馬斯克更表示,Neuralink目標是將人腦每日輸出資料速率由現時約每秒1bps提升至數十億甚至萬億bps,解放人類潛能。到2028年,人類便有望跟AI互聯,亦可以透過意念操控人形機械人(例如Optimus)。這些計劃看似天方夜譚,不過近年科技隨着AI發展確不斷提速,或許他朝有一日機械人隨處可見,而AI應用亦會更融入大衆生活中。 至於港股方面,恆指本週大部分時間均於24,000點附近爭持,關稅消息對市場氣氛仍有一定影響,只是A股行情對港股的啓示性可能更高,雖然預期港股短期難有突破,但只要A股走勢續改善,則恆指現水平再跌空間亦不大。另外近日大型科技股走勢明顯轉弱,反而收息類股份例如內銀及電訊股依然有資金追捧,香港電訊-SS(06823.HK)更持續創新高;其實現價計該股息率約6.3釐,而內銀股普遍只得約5釐水平,以其業務加上派息穩定之特性,分注吸納仍有一定吸引力,不妨待其回落至12元附近開始分注買入並作中長線收息之用。 (筆者爲證監會持牌人,持有香港電訊股份)~
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