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郭家耀: 龍頭科技股反彈 港股短期料反覆
阿思達克 12-30 09:13
正榮金融業務部副總裁郭家耀稱,美股周二(29日)先升後回,大市早段一度破頂,三大指數均創出歷史新高水平,其後高位有獲利回吐,最終倒跌收市。美元持續弱勢,金價反覆向好,油價走勢回升,美國十年期債息回落至0.93厘水平。港股預託證券大致向好,預料大市早段跟隨高開。

內地股市向下,滬綜指收市下跌0.5%,滬深兩市成交額亦有所回落。

港股表現回暖,科技龍頭股急跌後反彈,加上個別藍籌再創上市新高,刺激指數收復多條移動平均線水平。預料後市走勢反覆靠穩,指數有望繼續於26,000至26,800點水平上落。

行業消息

市場監管總局根據舉報,依法對阿里巴巴(09988.HK)實施「二選一」等涉嫌壟斷行為立案調查。此外,人民銀行、中國銀保監會、中國證監會、國家外匯管理局近日約談螞蟻集團,督促指導螞蟻集團按照市場化、法治化原則,落實金融監管、公平競爭和保護消費者合法權益等要求,規範金融業務經營與發展。螞蟻集團在公告中回應表示,集團收到監管部門的約談通知,將認真學習和嚴格遵從監管部門的要求,不折不扣地做好相關工作的落實。

據《人民日報》發表題為《加強反壟斷監管是為了更好發展》的文章表示,市場監管總局對阿里巴巴涉嫌壟斷行為立案調查,這是中國在互聯網領域加強反壟斷監管的一項重要舉措,此舉並不意味國家對平台經濟鼓勵、支持的態度有所改變;恰恰是為了更好規範和發展平台經濟,引導、促進其健康發展,以期為中國經濟高質量發展做出更大貢獻。市場正在評估反壟斷調查對阿里業務的影響,相信政策消息仍有一段時間才落實,股價短期仍然受不明朗因素困擾,難望有大幅反彈空間。

(筆者為證監會持牌人,沒持有上述股份)~

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