植耀輝:港股續欠缺方向AI發展可塑性仍高
耀才證券研究部總監植耀輝稱，港股繼續吹無定向風，並繼續於28,000至29,000點上落。其實自6月中旬以後，恆指一直在此區間上落，亦由於市場觀望氣氛仍濃，成交萎縮之餘港股亦變得欠缺方向。至於何時能出現突破似乎短期內亦難有憧憬，主軸中美貿易談判仍未見曙光，內地經濟數據雖較預期理想，但前景亦未見明朗。因此投資者亦暫只宜維持「不變應萬變」策略。
既然市況淡靜，剛巧英倫銀行宣布，新款面值50英磅之肖像將是人工智能(AI)之父圖靈(Alan Turing)，不如便談談AI的發展。近期大家最熟悉的莫過於人臉識別(Facial Recognition)技術，皆因早前有消息指大灣區將加快建設「社會信用體系」，引發市民有關個人私隱之擔憂。不過，有關技術的發展已相當「利害」，因為現在不僅靠臉容，甚至靠步姿、穿戴、髮型以至體型等，均已成為未來AI「認人」的發展方向。
但最神奇的可能就是連性格也可以用AI識別。墨爾本大學去年便研發了一套AI生物識別鏡，可以根據臉部照片檢測和顯示個性特徵和外貌，最多可以分析14項性格特徵，包括性別、年齡、種族，以及魅力、古怪性格和情緒穩定度等。如果給予更長時間給識別鏡鑑識，評估的特徵精準度更高及個性化。這一技術曝光後，外界便將之喻為「AI魔鏡」。
當然，有關技術並非百分百準確，皆因對資料存量有更多要求，對大數據的分析要求更高；而且單靠外貌「取人」似乎亦不見得合理，要得到公平的性格結論亦恐怕相當困難。另外，有關技術亦會帶來反效果。例如不法分子可能會利用相關技術盜取用戶個人隱私，甚至會帶來性格歧視等。當然，科技發明原意是促進社會進步，但如何應用，卻是未來一大值得思考的議題。
最後又談談個別汽車股消息。華晨中國(01114.HK)昨日急升，事緣集團於周一收市後發出公告表示考慮派發特別息，這或可解釋為何華晨股價近月持續跑贏大市。自去年華晨宣布出售華晨寶馬25%股權予寶馬後，投資者普遍看淡華晨前景，股價表現亦一落千丈。不過，出售相關股權後華晨將可錄得167.38億元人民幣收益，如大部分用於派發特別息似乎有一定「賣點」。只是華晨在出售股權後未來發展仍然相當不明朗，所以「貪息」的投資者亦只宜短線矣。
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