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《市評》恆指攀升逾1% 阿里、百度及金礦股彈高
受阿里(09988.HK)走強帶動,港股今日向上。市場預計最新通脹數據不會阻礙聯儲局下週減息步伐,美股道指及納指隔晚各升1.4%及0.7%創新高,撰文之時,美國2年期債券孳息升至3.558%,美國10年期債券孳息升至4.041%,美匯指數升至97.66,道指期貨最新跌84點或0.2%,納指期貨最新跌18點或0.08%。上證綜指全日跌4點或0.12%收3,870點,深證成指跌0.4%,滬深兩市成交額共2.52萬億元。人行收市後公佈8月貨幣數據,M2餘額按年8.8%。 恆指高開453點,其後升幅擴大至499點見26,585點四年高,全日升301點或1.2%,收26,388點;國指升104點或1.1%,收9,364點;恆生科技指數升100點或1.7%,收5,989點。大市全日成交總額3,207.34億元。北水交易總成交額1,579.92億元,而南向資金今日淨流入73.31億元(上日淨流入189.89億元)。恆大物業(06666.HK)大股東清盤人就潛在出售股份簽訂保密協議,該股復牌升20.7%。藥捷安康-B(02617.HK)炒上77.1%收192.5元,成交額26.13億元。 恆指本週累升970點或3.8%、國指本週累升307點或3.4%、恆生科指本週累升301.82點或5.3%,而南向資金本週淨流入608.22億元(上週淨流入330.6億元)。市場憧憬美國本月啓動減息,恆指本週屢試四年高位。 【恆指有支持 阿里百度彈】 阿里巴巴32億美元零息可轉換優先票據定價(每股188.08元),該股全日升5.4%收151.1元,成交額259.32億元。據報阿里及百度(09888.HK)正使用自家晶片訓練人工智能模型,百度升8.1%收115.1元,成交額56.26億元。萬國數據(09698.HK)抽上15.7%收38.82元, 據《The Information》報道,阿里巴巴和百度開始使用自己的人工智能晶片訓練AI模型。該媒體引用知情人士的話,阿里巴巴在今年較早時開始使用其晶片訓練較小的模型,使用的是Zhenwu處理單元,而百度仍在實驗其內部設計的Kunlun P800晶片以升級其Ernie模型。 【升股千一隻 金礦股彈高】 港股今日市寬向好,主板股票的升跌比率爲28比22(上日爲26比23),上升股份1,166只(升幅3.1%),恆指成份股今日55只股份上升,下跌股份27只,升跌比率爲63比31(上日44比43)。大市今日錄沽空441.8億元,佔可沽空股份成交額2,867.29億元的15.408%(上日爲14.872%)。 美減息預期推動,金礦股靈寶(03330.HK)及招金(01818.HK)股價各彈高7.1%及4.4%,商品股江銅(00358.HK)、五礦資源(01208.HK)、宏橋(01378.HK)及中鋁(02600.HK)升5.4%至7.3%。
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