郭家耀:港股急升後表現反覆 金山雲(03896.HK)「抽水」投資AI基建
港灣家族辦公室業務發展總監郭家耀稱,美股週四(25日)繼續下滑,美國最新經濟數據較預期強勁,帶動債息向上,拖低大市表現,三大指數均錄得跌幅收市。美元走勢向好,美國十年期債息回升至4.17厘水平,金價高位反覆,油價表現亦向上。港股預託證券普遍下跌,預料大市早段跟隨低開。
內地股市昨日個別發展,滬綜指低開高走,收市接近持平,滬深兩市成交額略為增加。
港股日前後急升後表現反覆,指數呈現好淡爭持格局,整體成交保持活躍。北水繼續積極流入,資金輪流炒作個別科技股,後市展望仍然樂觀,指數繼續穩守26,000點水平,上方阻力在27,000點附近。
另金山雲(03896.HK)公布配售3.38億股新股,佔擴大後股本約7.46%;每股配售價8.29元,較消息公佈前股價折讓約8.8%,集資28.02億元。公司表示所得款項淨額27.6億元中,80%用於支持AI業務,包括擴張基礎設施及提升雲服務能力;及20%用於補充營運資金及其他企業用途。生成式人工智慧技術近年來快速發展,並已廣泛應用於各行各業。
根據公開可得的市場資料,生成式AI市場的總收入預計將於2024年至2029年間以約40%的複合年均增長率增長,AI相關的發展已大幅拓展雲服務市場的潛力。雖然集資消息短期對股價有負面影響,但市場對人工智能增長前景仍有正面睇法,公司今次集資主要投資於人工智能基建,對業務前景有幫助,往後應可逐步反映在股價走勢之上。
(筆者為證監會持牌人,本人及相關人士沒持有上述股份)~
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