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《市評》恒指倒升 中芯及華虹起舞 AI股捱沽
恒指今日(24日)先跌後回好。美伊談判陰霾下,軟件股下跌和油價上漲的影響,美股道指及納指隔晚(23日)各跌0.4%及0.9%,撰文之時,美國2年期債券孳息升至3.836%,美國10年期債券孳息升至4.326%,美匯指數升至98.78。道指期貨最新跌80點或0.16%,納指期貨最新升167點或0.62%。上證綜指全日跌13點或0.3%收4,079點,深證成指跌...
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《市評》恒指倒升 中芯及華虹起舞 AI股捱沽
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恒指今日(24日)先跌後回好。美伊談判陰霾下,軟件股下跌和油價上漲的影響,美股道指及納指隔晚(23日)各跌0.4%及0.9%,撰文之時,美國2年期債券孳息升至3.836%,美國10年期債券孳息升至4.326%,美匯指數升至98.78。道指期貨最新跌80點或0.16%,納指期貨最新升167點或0.62%。上證綜指全日跌13點或0.3%收4,079點,深證成指跌103點或0.6%報14,940點,內地創業板指數跌1.4%,滬深兩市成交額共2.64萬億元人民幣。

恒指低開181點,曾跌275點一度低見25,639點,午後曾升89點一度高見26,004點,全日收25,978點,升62點或0.2%;國指收8,775點,升42點或0.5%;恒生科技指數收4,902點,升36點或0.8%。大市全日成交總額2,367.23億元。北水交易總成交額1,079.09億元,而南向資金今日淨流入34.6億元(上交易日淨流入85.98億元)。ASMPT(00522.HK)  +10.700 (+6.926%)    Short selling $57.01M; Ratio 6.235%   全日股價上揚6.9%收165.2元,連升11個交易日(累升54.9元或50%)。澳洲礦業公司IGO大幅下調全球最大硬岩鋰礦Greenbushes全年產量預期,鋰業股天齊鋰業(09696.HK)  +3.450 (+6.053%)    Short selling $114.48M; Ratio 12.380%   及贛鋒鋰業(01772.HK)  +6.900 (+9.182%)    Short selling $108.33M; Ratio 7.526%   升6.1%及9.2%。

恒指本周累跌182點或0.7%、國指本周累跌69點或0.8%、恒生科指本周累跌140點或2.8%,而南向資金本周淨流入133.17億元(對比上周淨流入257.54億元)。市場繼續關注美伊談判的發展,美國總統特朗普周中宣布延長美國與伊朗間停火協議,稱因德黑蘭政府嚴重分裂,故有必要延長停火協議。

【鋰業股彈高 AI股捱沽】

AI大模型相關類股份受壓,MiniMax(00100.HK)  -81.000 (-9.435%)    Short selling $714.77M; Ratio 35.231%   全日下挫9.4%收777.5元,成交額20.29億元,智譜(02513.HK)  -93.000 (-9.047%)    Short selling $606.11M; Ratio 20.478%   股價下滑9%收935元,成交額29.6億元,迅策(03317.HK)  -54.600 (-15.984%)   挫近16%。據《環球網》報道,白宮近日發布備忘錄指責中國竊取美國人工智能實驗室的知識產權,指有位於中國的(實體),正在蓄意開展工業級規模行動,以「蒸餾」美國前沿人工智能系統。對於上述消息,今日(24日)舉行的中國外交部例行記者會上,外交部發言人郭嘉昆在回應時表示,美方有關說法毫無根據,是對中國人工智能產業發展成就的污衊抹黑,中方對此堅決反對。中方敦促美方尊重事實,摒棄偏見,停止對華科技遏壓,多做有利於兩國科技交流與合作的事。

此外,騰訊(00700.HK)  -1.800 (-0.363%)    Short selling $1.48B; Ratio 16.230%   發布並開源混元Hy3預覽版,股價跌0.4%報493.4元。花旗發表報告表示,騰訊於昨日(23日)發布新模型HY3.0預覽版,這是一款MoE(混合專家)架構語言模型,總參數量達2,950億,上下文窗口256k,在複雜推理及代理能力方面有顯著提升。HY3.0採取「務實」方針,專注於現實世界應用而非實驗室評分,並聲稱推理效率提升40%,定價具競爭力。該行認為,儘管名為「預覽版」,但模型已立即整合至騰訊廣泛的產品線,包括元寶、ima、CodeBuddy、WorkBuddy、QQ、騰訊文檔、騰訊地圖、微信公眾賬號及和平精英等,顯示模型已準備好用於解決現實問題。

【跌股千一隻 中芯華虹強】

港股今日市寬略改善,主板股票的升跌比率為22比27(上日17比33),下跌股份1,113隻(跌幅2.2%);恒指成份股今日46隻股份上升,下跌股份43隻,升跌比率51比48(上日27比70);大市今日錄沽空440.96億元,佔可沽空股份成交額2,024.08億元的21.786%。

DeepSeek發布V4預覽版,實現國產芯片深度適配,晶片股急升,中芯(00981.HK)  +5.850 (+10.009%)    Short selling $1.50B; Ratio 12.049%   及華虹(01347.HK)  +14.250 (+15.184%)    Short selling $1.08B; Ratio 12.724%   全日股價彈高10%及15.2%,天數智芯(09903.HK)  +39.800 (+9.540%)    Short selling $46.81M; Ratio 6.894%   及納芯微(02676.HK)  +12.800 (+9.001%)   升9.5%及9%。壁仞(06082.HK)  +1.800 (+4.045%)    Short selling $17.59M; Ratio 3.582%   及長光辰芯(03277.HK)  +3.950 (+4.892%)   升4%及4.9%。

DeepSeek-V4的預覽版本今日(24日)上線並同步開源,包括DeepSeek-V4-Pro和DeepSeek-V4-Flash,根據DeepSeek官方文檔介紹,DeepSeekV4將細粒度專家並行(EP)方案同時在英偉達GPU和華為昇騰NPU上完成驗證。另外,官方API頁面還提到,受限於高端算力,目前V4-Pro模型的服務吞吐仍有限,預計下半年昇騰950超節點批量上市後,Pro價格會大幅下調。(wl/da)(HK stocks quote is delayed for at least 15 mins.Short Selling Data as at 2026-04-24 16:25.)

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