郭家耀: 长假前夕港股料拉锯 社区团购监管料收紧
正荣金融业务部副总裁郭家耀称,美股上周五(18日)表现向下,大市创出新高後出现获利回吐,加上指数换马加大蓝筹股沽压,三大指数均录得跌幅收市。美元表现回暖,美国十年期债息升至0.94厘水平,油价持续强势,金价则轻微回落。港股预托证券普遍向下,预料大市早段跟随外围低开。
内地股市反覆向下,沪综指收市下跌0.3%,失守3,400点水平,沪深两市成交额亦有所缩减。
港股走势反覆偏软,市场气氛较为谨慎。由於富时指数调整成份股,大市成交出现急增。临近长假期前夕,投资者取态转为保守,预料短期市况未有突破,指数继续於26,000至26,800点水平上落。
另南京市市场监管局日前发布《电商「菜品社区团购」合规经营告知书》,在全省范围内率先规范社区团购市场,对各电子商务平台经营企业以「菜品社区团购」模式从事经营活动,提出合规告知。《告知书》重点强调「有序竞争」和「诚信经营」,要求平台经营者不得以不正当竞争方式获取交易机会或竞争优势,并因此损害其他经营者或消费者合法权益。尤其不得以低於成本的价格实施低价倾销,排挤竞争对手独占市场,扰乱正常经营秩序,损害国家利益或其他经营者的合法利益。同时,平台不得虚构断货、抢购、优惠,不得以虚假或者引人误解的讯息欺骗和误导消费者。尤其要审慎评估、谨慎推出先付款後进行分次消费的预付式消费模式。截至目前,阿里(09988.HK)、美团(03690.HK)、滴滴、苏宁等在南京等电商社区团购相关负责人,已先後在《告知书》签字。社区团购成为各大平台必争之地,中央担心激烈竞争导致原有传统经营者退出,做成大量失业,预期监管将会进一步收紧。
(笔者为证监会持牌人,没持有上述股份)~
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