反壟斷陰雲未散，港股科技龍頭早盤維持弱勢
uSMART盈立智投12月28日消息，港股早盤整體偏弱，針對平臺型龍頭公司的反壟斷調查，使得市場謹慎情緒進一步加重，阿裏巴巴-sw，騰訊，美團等龍頭跌幅均有所擴大，一度跌超5%，但隨後短線得以企穩反彈。
當天上午阿裏巴巴港交所公告：董事會已授權增加本公司的股份回購計劃總額，由60億美元增加至100億美元。
對於反壟斷多數券商給出了樂觀預期。
華西證券認爲，出臺反壟斷是政府擔心巨頭長期壟斷抑制創新和新應用的推廣，不在打擊某家公司。但如果科技巨頭自身積極創新變革，則反壟斷意義不大。
中信證券認爲國家加強對互聯網平臺的反壟斷監管將有助於行業規範發展，維護平臺經濟公平競爭，杜絕“數據殺熟”、強制“二選一”等不公平現象，從長遠看，規範發展將進一步激發行業創新活力，推動服務業數字化轉型升級。
不過，也有業內人士對反壟斷事件持悲觀態度。
前國金證券研究員裴培認爲：“互聯網反壟斷的事情很嚴重，主管部門很認真，絕不是雷聲大雨點小。對於反壟斷的影響，怎麼高估都不過分，千萬不要誤以爲是做做樣子。”
裴培在自己的公衆號“互聯網怪盜團”中表示，至少從2019年開始，主管部門已經在嚴肅討論“平臺經濟反壟斷”問題了，當時的聚焦在於電商及O2O交平臺；至少從2018年開始，國家對互聯網行業的定位就有變化，從“扶持互聯網行業作爲經濟增長的火車頭”，變成了“希望互聯網搭臺、實體經濟唱戲”，要互聯網平臺爲中小企業提供成長空間——這是既定方針。
對於龐大的中國經濟體來說，沒有任何一個行業、一家公司大到了“對經濟特別重要，所以不能碰”的地步（或許只有農業除外）。哪怕是幾千億、幾萬億市值的公司被限制或分拆了，也只會造成一個小範圍的局部影響。
對於其他經濟體來說也是如此：蘋果、谷歌、亞馬遜、臉書對於美國經濟也非常重要，但是美國立法者討論分拆科技巨頭的時候照樣毫不留情，從中看不到任何“大而不能倒”的痕跡。而且，主管部門的態度很明確：允許互聯網平臺的存在，沒有拆分或摧毀“平臺”本身的意圖，而是要求“平臺”讓利於商戶、供應鏈，從而給中小企業創造更多就業機會。
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