《即日市評》恆指向下 匯控及友邦弱 百度吐逾6%
市場關注歐美銀行業危機發展,瑞士央行向瑞信借出最多500億瑞郎補充資本,港股今日受金融及科網股拖累向下。美股道指及納指隔晚各跌近0.9%及微升0.05%;執筆之時,美國10年期債券孳息率跌至3.502釐,美匯指數處104.29,道指期貨最新升53點或0.17%,納指期貨最新升0.46%。上證綜指今日跌36點或1.12%收3,226點,深證成指跌1.5%,滬深兩市成交額共8,450億人民幣。
恆指低開341點,初段曾跌430點低見19,109點,其後跌幅一度收窄至151點,全日跌335點或1.7%,收19,203點;國指跌77點或1.18%,收6,482點;恆生科技指數跌54點或1.41%,收3,811點。大市全日成交總額1,113.54億元,滬、深港通南下交易淨流入26.34億及10.6億元人民幣。領展房產基金股權(02915.HK)(領展供股權)最後一日交易,全日飆升32.4%報5.4元,領展(00823.HK)升2.5%報49.7元。電視廣播(00511.HK)股價則下瀉28.37%收7.02元。
【匯控渣打弱 友邦挫半成】
國際銀行股走弱,匯控(00005.HK)股價跌2.4%收53.9元,渣打(02888.HK)股價挫5.4%。匯控行政總裁祈耀年在社交平臺表示,匯控對完成今次交易感到振奮,他今早與矽谷銀行英國分支的團隊會面,形容業務經營良好,有強大的團隊,匯控已授權SVB UK團隊繼續提供服務,經營好這個重要市場。他提到,匯控已經向矽谷銀行英國分支注入近20億英鎊,爲其提供充裕的資金及流動性。
友邦(01299.HK)股價下滑近5.1%收76.4元。美銀證券發表報告指,在全球範圍內,銀行和非銀行金融機構正在遭受銀行倒閉案件的影響,且市場對金融體系穩定性的擔憂加劇,認爲事件對友邦影響複雜。然而,友邦的保險業務依然穩固,預計今年會有所復甦,維持「買入」評級,目標價93.7元。
【跌股千二隻 百度股價吐】
港股主板市寬轉弱,主板股票的升跌比率爲12比29(上日爲28比12),下跌股份1,243只(跌幅2.8%);恆指成份股今日14只股份上升,下跌股份61只,升跌比率爲18比80(上日爲80比18)。大市今日錄沽空171.72億元,佔可沽空股份成交額932.93億元的18.406%(上日爲22.005%)。
科網股走疲,騰訊(00700.HK)、阿里巴巴(09988.HK)及美團(03690.HK)股價各下滑近2.5%、1.9%及0.3%。百度(09888.HK)股價下挫6.4%收125.1元。
百度發佈基於文心大模型技術推出的生成式對話產品「文心一言」,集團創始人、董事長兼首席執行官李彥宏坦言選擇在現時推出是爲了滿足旗下業務、合作夥伴及市場的使用需求,預期正式投用後文心一言獲取到真實用戶反饋數據,未來將加快成長及更新迭代。百度同時公佈文心一言邀請測試方案,即日起首批用戶可通過邀請測試碼在官網體驗產品,未來會陸續向更多用戶開放;另外百度智能雲亦將向企業客戶開放文心一言API接口調用服務。
李彥宏透露,文心一言現時具備文學創作、商業文案創作、數理推算、中文理解、多模態生成等場景應用能力,目前已有約650家企業接入文心一言生態,預期商業價值將以幾何級數釋放。
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