植耀輝:AI發展勢不可擋 威勝(03393.HK)繼續持有
耀才證券研究部總監植耀輝稱,還記得筆者年初時跟大家分享過一個有關企業發展AI之邏輯推論嗎?Meta行政總裁朱克伯格近日便發表了相似意見。他在一個訪問中表示AI泡沬「很有可能」出現,但寧願冒著「浪費幾千億美元」的風險,也不能錯過AI發展。他還表示「對像我地這類公司而言,風險可能在於不夠積極,而不是過於積極」。這亦是筆者一直看好AI相關產業之核心想法,簡單概念就是「無得揀」,一旦競爭對手/其他科技公司率先取得突破,競爭優勢可能在極短時間內不復再,所以大家亦不敢怠慢。不過戰場又何止AI?其實機械人相關產業亦已成為另一個兵家必爭之地,Nvidia亦不斷入股相關產業,最新便入股機械人初創公司Dyna Robotics,期望可在未來分一杯羹;當然另一大動作則是宣布擬向OpenAI投資1,000億美元。總之相關產業可見將來仍會是焦點。
至於港股本週繼續高位整固,恆指曾回落至26,000點水平,惟隨著阿里-W(09988.HK)公布一連串利好消息,利技股再度被炒上,連帶恆指昨日亦一度重上26,500點附近。不過筆者重申恆指要突破27,000點水平不易,反而回調風險正持續增加。正如上週所指,科技股累積升幅實在驚人(阿里及百度(09888.HK)本月累升均已接近五成!),不挑除短期出現獲利調整;當然除非A股走勢亦同樣轉差,否則港股下調幅度亦有限,但後市回落至25,500至26,000點之機會仍相當高,故暫不建議現水平高追相關科技股。
股份則不妨考慮攜程-S(09961.HK)。內地今年國慶適逢中秋節假期,形成8日超長假期,大大增加出行意慾,根據內地航旅縱橫大數據顯示,截至九月中旬國內航線機票預訂已超過593萬張,出入境航線機票預訂量亦已超過140萬張,日均較去年同期增長約16%。有關情況對攜程等OTA(Online Travel Agency)有利。其股價近日亦於高位整固,短期有望再現突破,現價可考慮買入,短期以5%至10%作目標,並以約560元作止蝕。
另外,筆者心水股之一威勝控股(03393.HK)本週有所突破,由於估值依然吸引,故暫不設目標價並繼續持有。
(筆者持有威勝控股股份)~
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