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郭家耀:港股料挑戰24,000阻力 阿里(09988.HK)大量投資AI釋放重要信號
港灣家族辦公室業務發展總監郭家耀稱,美股週三(26日)個別發展,大市高開後升幅一度擴大,其後受關稅消息影響出現回吐,科技股連日下跌後有所反彈,三大指數收市升跌不一。美元走勢向好,美國十年期債息回落至4.25釐水平,金價展現反彈,油價則持續受壓。港股預託證券大致偏軟,預料大市早段跟隨低開。 內地股市昨日上升,滬綜指高開高走,收市上升1%,滬深兩市成交額保持活躍。 港股表現強勁,指數一度逼近24,000點水平,尾市升幅略爲回順,整體成交繼續活躍。投資者維持樂觀情緒,科技股走勢強勁,帶動大市向好,指數或再挑戰24,000點阻力,下方支持在23,200點水平。 另阿里-W(09988.HK)日前宣佈計劃未來三年將投入至少3,800億元人民幣,用於建設雲計算和AI的基礎設施,踐行其對長期技術創新的承諾。這一金額將超過阿里過去十年在雲和AI基礎設施上的投入總和,突顯集團對AI驅動增長的聚焦,以及作爲全球領先雲計算供應商的定位。阿里首席執行官吳泳銘形容AI爲數十年一次的行業變革機遇,並將通用人工智能列爲集團的長遠目標。AI複製人類智力和體力勞動的能力可能從根本上重塑全球產業,推動重大的經濟和技術變革。隨着AI模型的發展,愈來愈多由AI生成數據將通過雲計算網絡進行處理和輸出,讓阿里雲成爲關鍵的基礎設施供應商。隨着AI相關服務的需求激增,雲計算仍然是阿里在AI領域最明確的收入動力。他比喻指,如果人工智能是未來最大的商品,類比於電力,雲計算網絡可類比於電網。集團預計,AI將在電商、企業服務和消費者應用中扮演愈來愈重要的角色,從而提高效率、用戶參與度和業務創新。阿里大量投資於AI,釋放重要策略信號,亦有利上遊雲計算基建的公司如電力及數據中心等行業。 (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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