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《即日市評》港股跌 騰訊百四億成交挫5% 瑞聲捱沽
受騰訊(00700.HK)及阿里-SW(09988.HK)走弱拖累,港股今日(12日)回落。市場觀望美國將公佈3月份通脹數據,美股道指及納指隔晚(11日)各升近0.3%及跌0.4%。執筆之時,美國10年期債券孳息率升至3.437釐,美匯指數跌至102.1,道指期貨最新升53點或0.16%,納指期貨最新升0.2%。IMF維持中國今年經濟增長預測5.2%不變,上證綜指今日升13點或0.4%收3,327點,深證成指升0.05%,滬深兩市成交額共1.13萬億元人民幣。 恆指低開3點後跌幅擴大,午市曾跌248點一度見20,236點,全日跌175點或0.9%,收20,309點;國指跌83點或1.2%,收6,866點;恆生科技指數跌81點或1.9%,收4,166點。大市全日成交總額1,080.92億元,滬、深港通南下交易淨流入4.46億及13.77億元人民幣。 【騰訊挫半成 商湯反覆跌】 阿里全日股價走低3.3%收96.05元,美團-W(03690.HK)股價下滑3.3%;騰訊全日股價下挫5.2%收357.2元,成交額達146億元(較昨日成交額83億元按日升近76%)。騰訊(00700.HK)大股東Prosus表示,作爲公司回購計劃的一部分,已在本週將持有的9,600萬股騰訊股票以認證形式存入香港中央清算結算系統,以讓該批股份能夠有序地在市場上交易。 AI概念股走個別,商湯-W(00020.HK)股價曾升6.7%一度高見3.52元,全日收3.16元倒跌4.2%,百度-SW(09888.HK)跌0.9%,而金山軟件(03888.HK)升1.1%。中信證券發表報告指,商湯近日發佈「日日新SenseNova」大模型體系,包含參數量高達1,800億的名爲「商量」的自研類ChatGPT大模型和4個AIGC模型。據公司創始人徐立透露,大模型將繼續賦能醫療、短視頻、教育、營銷以及開發等產業領域。該行給予商湯目標價爲4.4元,以及維持「增持」評級。 【市寬呈轉弱 瑞聲有沽壓】 港股主板市寬轉弱,主板股票的升跌比率爲18比20(上日爲25比16);恆指成份股今日38只股份上升,下跌股份33只,升跌比率爲50比43(上日爲78比18)。大市今日錄沽空142.34億元,佔可沽空股份成交額952.05億元的約14.951%(上日爲15.2%)。 瑞聲科技(02018.HK)全日股價急挫14.9%收15.88元。摩根大通發表報告指,由於質量不穩定,預料蘋果公司(AAPL.US) 或會延至明年下半年才推新側鍵設計。該行預料,新側鍵設計的平均售價爲1.5美元,由瑞聲提供的iPhone 15 Pro和Pro Max的出貨量共爲2,900萬部,佔市場份額的一半;該行認爲,延後推出新設計及隨之帶來的潛在財務影響,將對瑞聲股價產生負面影響。 里昂指出,根據其渠道調查,iPhone 15 Pro/Pro Max型號今年或沒有對虛擬按鍵升級,與市場預期不同,意味着iPhone並不需要兩個額外的觸覺振動器來實現虛擬按鍵功能。該行與市場原先預期虛擬按鍵升級將是瑞聲今年的催化劑,惟相信目前或至少今年並不會出現相關情況。該行將瑞聲評級由「跑輸大市」降至「沽售」,目標價由18.8元降至17.3元。
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