反垄断阴云未散，港股科技龙头早盘维持弱势
uSMART盈立智投12月28日消息，港股早盘整体偏弱，针对平台型龙头公司的反垄断调查，使得市场谨慎情绪进一步加重，阿里巴巴-sw，腾讯，美团等龙头跌幅均有所扩大，一度跌超5%，但随后短线得以企稳反弹。
当天上午阿里巴巴港交所公告：董事会已授权增加本公司的股份回购计划总额，由60亿美元增加至100亿美元。
对于反垄断多数券商给出了乐观预期。
华西证券认为，出台反垄断是政府担心巨头长期垄断抑制创新和新应用的推广，不在打击某家公司。但如果科技巨头自身积极创新变革，则反垄断意义不大。
中信证券认为国家加强对互联网平台的反垄断监管将有助于行业规范发展，维护平台经济公平竞争，杜绝“数据杀熟”、强制“二选一”等不公平现象，从长远看，规范发展将进一步激发行业创新活力，推动服务业数字化转型升级。
不过，也有业内人士对反垄断事件持悲观态度。
前国金证券研究员裴培认为：“互联网反垄断的事情很严重，主管部门很认真，绝不是雷声大雨点小。对于反垄断的影响，怎么高估都不过分，千万不要误以为是做做样子。”
裴培在自己的公众号“互联网怪盗团”中表示，至少从2019年开始，主管部门已经在严肃讨论“平台经济反垄断”问题了，当时的聚焦在于电商及O2O交平台；至少从2018年开始，国家对互联网行业的定位就有变化，从“扶持互联网行业作为经济增长的火车头”，变成了“希望互联网搭台、实体经济唱戏”，要互联网平台为中小企业提供成长空间——这是既定方针。
对于庞大的中国经济体来说，没有任何一个行业、一家公司大到了“对经济特别重要，所以不能碰”的地步（或许只有农业除外）。哪怕是几千亿、几万亿市值的公司被限制或分拆了，也只会造成一个小范围的局部影响。
对于其他经济体来说也是如此：苹果、谷歌、亚马逊、脸书对于美国经济也非常重要，但是美国立法者讨论分拆科技巨头的时候照样毫不留情，从中看不到任何“大而不能倒”的痕迹。而且，主管部门的态度很明确：允许互联网平台的存在，没有拆分或摧毁“平台”本身的意图，而是要求“平台”让利于商户、供应链，从而给中小企业创造更多就业机会。
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