《市評》恆指及科指各升逾1%及4% 北水轉淨流入逾94億 百度飆逾15%
阿思達克 09-17 17:22
受科網股升勢帶動，恆指攀升及逼近兩萬七關。市場正聚焦聯儲局為期兩日的政策會議，美股道指及納指隔晚各跌0.27%及0.07%，撰文之時，美國2年期債券孳息跌至3.503%，美國10年期債券孳息跌至4.013%，美匯指數跌至96.75，道指期貨最新升9點或0.02%，納指期貨最新升3點或0.01%。上證綜指全日升14點或0.37%收3,876點，深證成指升1.16%，內地創業板指數升2%，滬深兩市成交額共2.38萬億人民幣。
港股在科技股帶動下上升，恆指高開115點後升幅擴大，午後曾升497點一度見26,936點逾四年高，全日升469點或1.8%，收26,908點；國指升210點或2.2%，收9,596點；恆生科技指數升256點或4.2%，收6,334點。大市全日成交總額增至3,602.84億元。北水交易總成交額1,788.06億元，而南向資金今日淨流入94.41億元(上日淨流出31.89億元)。
航空股南航(01055.HK)及國航(00753.HK)升7.5%及6.1%，東航(00670.HK)升4.9%。旅遊平台同程(00780.HK)升4.6%。
【北水轉流入 百度飆逾15%】
網信辦舉行「網絡安全企業家座談會」指龍頭企業需加速研發自主可控安全晶片以突破壟斷。百度(09888.HK)全日股價炒高15.7%收131元，成交額88.97億元，阿里(09988.HK)升5.3%。晶片設中芯(00981.HK)及華虹(01347.HK)升7.1%及3%。商湯(00020.HK)升15.8%
華泰證券日前(14日)發表報告認為，AI正在重塑百度的長期敘事。作為國內為數不多的集自研晶片能力、AI基礎設施服務能力與AI應用場景(廣告、自動駕駛、工具應用等)為一身的互聯網公司，百度體系內存在數個被顯著低估的業務資產，如自動駕駛業務、自研的崑崙芯業務、百度文庫及百度網盤等具備AI功能或屬性的軟件應用等。伴隨行業內AI大模型能力的持續疊代，AI應用的不斷滲透，該行預期百度旗下的AI相關業務有望在體量規模持續擴大的過程中被重新定價。該行調整對百度綜合方式作估值組成部分，重新定價數個量級較小但具備較好發展潛力的業務。維持「買入」評級，目標價大幅上調至236元(前值88元) 料其中昆崙芯業務每股估值40.1元。
【升股千二隻 京東彈半成】
港股今日市寬轉強，主板股票的升跌比率為29比22(上日為24比27)，上升股份1,206隻(升幅3.3%)，恆指成份股今日60隻股份上升，下跌股份25隻，升跌比率為68比28(上日40比56)。大市今日錄沽空403.27億元，佔可沽空股份成交額3,218.17億元的12.531%(上日為12.765%)。
摩通報告引述京東(09618.HK)管理層稱不會不惜代價搶奪外賣市佔，京東全日股價升5.2%，美團(03690.HK)亦升4.9%。其他科技股方面，騰訊(00700.HK)、小米(01810.HK)、快手(01024.HK)及嗶哩嗶哩(09626.HK)升2.5%至3.5%。
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