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美股盘前 | 中概新能源车和电商股续跌

中概新能源车和电商股续跌,阿里巴巴盘前下跌3.5%,京东盘前下跌3.3%,蔚来汽车盘前下跌5.6%,小鹏汽车下跌3.4%。

11月10日,国家市场监督管理总局刊发《关于平台经济领域的反垄断指南(征求意见稿)》通俗来说,平台要求商家“二选一”、对消费者进行大数据“杀熟”,利用规则、算法、技术、流量分配等无正当理由拒绝进行交易等等行为都可能被认定为“存在垄断行为”。此次问询过程中的不确定性打击投资情绪,受此消息的影响,阿里巴巴、腾讯、京东集团、美团等港股互联网平台企业集体大跌。

被问到阿里(09988.HK)多次涉及电商「二选一」的纠纷,会否因此受到影响,集团副总裁兼天猫平台营运事业部总经理刘博指,政策是针对全行业而非只有阿里,认为电商及互联网行业过去多年一直配合国家政策发展,对是此草案表示欢迎。

他又指,目前将专注力集中在促销活动上,仍未深入研究相关指引,集团将在稍後作进一步回应。

谈及阿里早前入股奢侈品网购平台Farfetch,他表示,今年「双11」中奢侈品销售占比并不高,产品分类以美妆类表现较理想,海外品牌亦受欢迎,例如Estee Lauder天猫品牌店销售突破20亿元人民币,认为未来奢侈品销售将逐年提升,反映内地消费升级的发展趋势。

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