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China IT 2024-08-02T11:47 財經茄呢啡 港股上日回升逾130點,終止三連跌,不過收市後有兩則內地管控新聞,料會影響今天大市走勢,就是內地網上游戲限制再加大,嚴管未成年玩網游一周只限3小時;以及美團收購共享單車摩拜的交易,遭反壟斷調查。由於市場信心近期已經遭管控政策接二連三壓抑,認為今天科網股的沽壓不單會集中在外賣平台美團、游戲業務為主的騰訊以及網易三大股權之上,而是其他大型科網股亦會借勢回軟,對大市做成壓力。
China IT 2024-08-01T11:51 財經茄呢啡 港股三大指數齊漲,截至發稿,恆生指數漲0.27%,報18877.85點,恆生科指漲0.46%,國企指數漲0.39%。盤面上,科網股多數上升,騰訊、百度、網易漲超1%,小米跌近1%;互聯網醫療股漲幅居前,阿里健康績後漲超12%;煤炭股漲勢活躍,蒙古焦煤漲超6%;石油股齊漲,中石油漲近3%;航運股普遍走強,東方海外國際漲超4%;內房股高開低走,金輝控股跌超5%;昨天暴漲的恆大汽車跌超15%。
China IT 2024-07-30T11:56 財經茄呢啡 36氪獲悉,截至發稿,AI手機概念股震蕩走高,道明光學漲停,福蓉科技、思泉新材漲超5%,天音控股、誠邁科技、長信科技等跟漲。消息面上,近期,三星和谷歌相繼公布最新搭載AI功能的智能手機,蘋果宣布後續IOS18將加入AI功能。國內手機廠商也在加碼AI投入,OPPO、榮耀、小米等多家手機廠商展示了主打AI功能的新款手機,魅族更是直接宣布決定「ALL IN AI」。
China IT 2024-07-30T11:56 財經茄呢啡 蘋果今年以來一直在研發一款上下折疊式折疊屏智能手機,最早可能2026年推出。該款手機展開後尺寸與現有IPHONE相似,外觀將與三星2020年公布的GALAXY Z FLIP相似。最近幾個月,蘋果已經在聯絡亞洲生產商,討論制作類似配件事宜,並與三星顯示器簽署了面板供應合同,不過蘋果取消研發階段的項目也是常有之事,現在還無法確定是否一定會推出折疊式手機,但近年來,蘋果一直在申請與可折疊產品類似的專利。蘋果股價隔夜收跌2.88%,報218.54美元。
China IT 2024-07-30T11:56 財經茄呢啡 亞洲晶片股今日一片慘跌,追隨美國費城半導體指數24日重挫逾5%的低迷走勢。在美國,令人失望的企業財報引發投資人懷疑AI熱潮能否延續,輪動資產從大型科技股撤離。
China IT 2024-07-27T13:11 財經茄呢啡 OpenAI表示,SearchGPT可引用不同資訊來源,包括商業合作伙伴的新聞內容,例如《大西洋月刊》(The Atlantic)、新聞集團旗下《華爾街日報》等文章,並將各種資訊綜合及生成答案。雖然SearchGPT與出版商是一項商務合作,但許多出版商憂慮AI工具可匯編新聞內容,讓用戶毋須點擊新聞鏈接,就可獲取最新資訊,令出版商的流量及廣告收入減少。
China IT 2024-07-27T13:10 財經茄呢啡 摩通已在內部推出自家版本的ChatGPT,擔任研究分析師的工作,協助員工撰寫報告、構思內容,並為文件撰寫摘要。
China IT 2024-07-27T13:10 財經茄呢啡 Google的「 AI Overview」透過生成式AI,整合來自多個網站的內容。
China IT 2024-07-26T11:58 財經茄呢啡 Alphabet及特斯拉(Tesla)押注AI領域發展,但季績令市場失望,引發投資者對AI概念股估值過高的擔憂。美國科技股「七巨頭」周三(24日)市值合共蒸發逾7500億美元,同日納指收市跌逾3.6%,是2022年10月以來最大單日跌幅。
China IT 2024-07-25T11:51 財經茄呢啡 港股三大指數齊漲,截至發稿,恆生指數漲0.27%,報18877.85點,恆生科指漲0.46%,國企指數漲0.39%。盤面上,科網股多數上升,騰訊、百度、網易漲超1%,小米跌近1%;互聯網醫療股漲幅居前,阿里健康績後漲超12%;煤炭股漲勢活躍,蒙古焦煤漲超6%;石油股齊漲,中石油漲近3%;航運股普遍走強,東方海外國際漲超4%;內房股高開低走,金輝控股跌超5%;昨天暴漲的恆大汽車跌超15%。
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