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《市評》港股反覆升 AI股受捧 群核彈一倍
市場觀望美伊戰事談判進展,港股今日(20日)反覆造好。市場憧憬美伊談判或取得進展,美股道指及納指上周五(17日)各升1.8%及1.5%,撰文之時,美國2年期債券孳息升至3.741%,美國10年期債券孳息升至4.272%,美匯指數跌至98.29。道指期貨最新跌359點或0.72%,納指期貨最新跌179點或0.67%。上證綜指全日升30點或0.76%收4,082...
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《市評》港股反覆升 AI股受捧 群核彈一倍
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市場觀望美伊戰事談判進展,港股今日(20日)反覆造好。市場憧憬美伊談判或取得進展,美股道指及納指上周五(17日)各升1.8%及1.5%,撰文之時,美國2年期債券孳息升至3.741%,美國10年期債券孳息升至4.272%,美匯指數跌至98.29。道指期貨最新跌359點或0.72%,納指期貨最新跌179點或0.67%。上證綜指全日升30點或0.76%收4,082點,深證成指升0.55%報14,966點創逾四年新高,內地創業板指數微跌0.02%收3,677點,滬深兩市成交額共近2.56萬億元人民幣。

恒指高開44點後升幅擴大,曾升251點見26,411點,全日升200點或0.8%,收26,361點;國指升54點或0.6%,收8,899點;恒生科指升22點或0.46%,收5,065點。大市全日成交總額2,414.63億元。北水交易總成交額1,001.8億元,而南向資金今日淨流出39.09億元(上交易日淨流入170.1億)。建滔積層板(01888.HK)  +0.080 (+0.283%)    Short selling $162.18M; Ratio 16.057%   股價曾升3.3%,全日升0.3%收28.34元。

【群核彈一倍 AI股受捧】

半新股受捧,「杭州六小龍」之一ManycoreTech(群核科技)(00068.HK)  +18.840 (+101.290%)   全日股價抽上1.01倍報37.44元,成交額39.76億元。AI股熱炒,智譜(02513.HK)  +84.000 (+9.428%)    Short selling $37.69M; Ratio 1.872%   及MiniMax(00100.HK)  +52.500 (+6.112%)    Short selling $81.62M; Ratio 6.232%   升9.4%及6.1%,英矽智能(03696.HK)  +8.550 (+14.063%)    Short selling $11.47M; Ratio 1.854%   及範式智能(06682.HK)  +5.200 (+12.494%)    Short selling $78.26M; Ratio 8.917%   升14.1%及12.5%,雲知聲(09678.HK)  +33.800 (+9.548%)    Short selling $554.21K; Ratio 0.068%   升9.5%,騰訊(00700.HK)  +12.000 (+2.351%)    Short selling $1.96B; Ratio 16.115%   升2.4%,百度(09888.HK)  +0.900 (+0.738%)    Short selling $207.06M; Ratio 23.854%   、網易(09999.HK)  +1.500 (+0.823%)    Short selling $109.77M; Ratio 10.964%   及快手(01024.HK)  +0.520 (+1.119%)    Short selling $256.78M; Ratio 15.290%   升0.7%至1.1%。

美國科技網站《The Information》引述多名消息人士透露,DeepSeek(深度求索)近期已開始與投資方接觸,尋求首輪外部融資,目標籌集不少於3億美元,估值最少100億美元。

【跌股千一隻 光伏股上揚】

港股今日市寬向好,主板股票的升跌比率為28比22(上日19比31),上升股份1,167隻(升幅2.8%);恒指成份股今日61隻股份上升,下跌股份28隻,升跌比率68比31(上日18比80);大市今日錄沽空400.3億元,佔可沽空股份成交額2,032.35億元的19.697%。

信義光能(00968.HK)  +0.180 (+6.207%)    Short selling $50.26M; Ratio 16.873%   及協鑫科技(03800.HK)  +0.040 (+4.124%)    Short selling $41.08M; Ratio 11.749%   股價炒高6.2%及4.1%,光伏玻璃商福萊特玻璃(06865.HK)  +0.750 (+7.870%)    Short selling $7.85M; Ratio 8.259%   升7.9%。新特能源(01799.HK)  +0.460 (+8.425%)    Short selling $2.32M; Ratio 13.860%   升8.4%。風電股金風科技(02208.HK)  +1.420 (+9.155%)    Short selling $75.83M; Ratio 6.910%   升9.2%。

國家工信部、國家發改委、市監總局及國家能源局等部門於上周五(17日)聯合召開光伏行業座談會,部署規範光伏產業競爭秩序相關工作時強調,要深刻認識治理「內捲式」競爭的重要性和緊迫性,扎實推進光伏行業「反內捲」工作。會議要求,要加強部門協同及同向發力,持續深化光伏產業治理工作,全力推進產能調控、標準引領、創新驅動、價格執法、質量監管、兼並重組及知識產權保護等「反內捲」綜合治理有關工作,推動光伏產業高質量發展。(wl/da)(HK stocks quote is delayed for at least 15 mins.Short Selling Data as at 2026-04-20 16:25.)

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