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郭家耀: 长假在即北水流入放慢 港股料徘徊28,800至29,500
阿思达克 02-05 11:11
正荣金融业务部副总裁郭家耀称,美股周四(4日)表现向上,经济数据表现胜预期,加上企业业绩理想,刺激大市升势延续,三大指数均录得显着升幅收市,标普500指数及纳指再创历史新高。美元走势向好,金价表现受压,油价反覆向上,美国十年期债息维持於1.13厘水平。港股预托证券大致向好,预料大市早段跟随高开。内地股市反覆低收,沪综指收市下跌0.4%,险守3,500点水平,沪深两市成交额保持活跃。

港股跟随内地股市回软,指数一度急挫超过500点,尾市跌幅大为收窄,大市成交继续活跃。外围走势向好,有利指数继续於高位徘徊,但长假期临近在即,北水流入速度放慢,或影响短期大市升势,预料指数继续於28,800至29,500点水平徘徊。

另内地报道抖音向北京知识产权法院正式提交诉状,起诉腾讯(00700.HK)垄断。抖音指控,腾讯通过微信和QQ限制用户分享来自抖音的内容,构成《反垄断法》所禁止的「滥用市场支配地位,排除、限制竞争的垄断行为」。抖音要求法院判令腾讯立即停止这一行为,刊登公开声明消除不良影响,并赔偿抖音经济损失及合理费用9,000万元人民币。抖音表示,用户对自己的数据具有绝对的、可完全控制的权利,应该远远高於平台的权利,不应该成为腾讯的「私产」。

抖音指出,希望有关诉讼有助於厘清平台经济如何规范竞争,完善反垄断和反不正当竞争规制。腾讯则表示,腾讯及其产品遵循公平竞争、开放合作的理念为用户和第三方产品提供服务。字节跳动的相关指控纯属失实,为恶意诬陷。今次诉讼将成未来平台生态重要的转折点,宜密切留意事态发展。

(笔者为证监会持牌人,没持有上述股份)~

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