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美股盤前 | 中概新能源車和電商股續跌

中概新能源車和電商股續跌,阿裏巴巴盤前下跌3.5%,京東盤前下跌3.3%,蔚來汽車盤前下跌5.6%,小鵬汽車下跌3.4%。

11月10日,國家市場監督管理總局刊發《關於平臺經濟領域的反壟斷指南(徵求意見稿)》通俗來說,平臺要求商家“二選一”、對消費者進行大數據“殺熟”,利用規則、算法、技術、流量分配等無正當理由拒絕進行交易等等行爲都可能被認定爲“存在壟斷行爲”。此次問詢過程中的不確定性打擊投資情緒,受此消息的影響,阿裏巴巴、騰訊、京東集團、美團等港股互聯網平臺企業集體大跌。

被問到阿裏(09988.HK)多次涉及電商「二選一」的糾紛,會否因此受到影響,集團副總裁兼天貓平臺營運事業部總經理劉博指,政策是針對全行業而非只有阿裏,認爲電商及互聯網行業過去多年一直配合國家政策發展,對是此草案表示歡迎。

他又指,目前將專注力集中在促銷活動上,仍未深入研究相關指引,集團將在稍後作進一步迴應。

談及阿裏早前入股奢侈品網購平臺Farfetch,他表示,今年「雙11」中奢侈品銷售佔比並不高,產品分類以美妝類表現較理想,海外品牌亦受歡迎,例如Estee Lauder天貓品牌店銷售突破20億元人民幣,認爲未來奢侈品銷售將逐年提升,反映內地消費升級的發展趨勢。

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