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郭家耀: 長假前夕港股料拉鋸 社區團購監管料收緊
阿思達克 12-21 10:17
正榮金融業務部副總裁郭家耀稱,美股上周五(18日)表現向下,大市創出新高後出現獲利回吐,加上指數換馬加大藍籌股沽壓,三大指數均錄得跌幅收市。美元表現回暖,美國十年期債息升至0.94厘水平,油價持續強勢,金價則輕微回落。港股預託證券普遍向下,預料大市早段跟隨外圍低開。

內地股市反覆向下,滬綜指收市下跌0.3%,失守3,400點水平,滬深兩市成交額亦有所縮減。

港股走勢反覆偏軟,市場氣氛較為謹慎。由於富時指數調整成份股,大市成交出現急增。臨近長假期前夕,投資者取態轉為保守,預料短期市況未有突破,指數繼續於26,000至26,800點水平上落。

另南京市市場監管局日前發布《電商「菜品社區團購」合規經營告知書》,在全省範圍內率先規範社區團購市場,對各電子商務平台經營企業以「菜品社區團購」模式從事經營活動,提出合規告知。《告知書》重點強調「有序競爭」和「誠信經營」,要求平台經營者不得以不正當競爭方式獲取交易機會或競爭優勢,並因此損害其他經營者或消費者合法權益。尤其不得以低於成本的價格實施低價傾銷,排擠競爭對手獨佔市場,擾亂正常經營秩序,損害國家利益或其他經營者的合法利益。同時,平台不得虛構斷貨、搶購、優惠,不得以虛假或者引人誤解的訊息欺騙和誤導消費者。尤其要審慎評估、謹慎推出先付款後進行分次消費的預付式消費模式。截至目前,阿里(09988.HK)、美團(03690.HK)、滴滴、蘇寧等在南京等電商社區團購相關負責人,已先後在《告知書》簽字。社區團購成為各大平台必爭之地,中央擔心激烈競爭導致原有傳統經營者退出,做成大量失業,預期監管將會進一步收緊。

(筆者為證監會持牌人,沒持有上述股份)~

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