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忧内地加强监管科网行业 美团(03690.HK)续挫逾6%失守280元
阿思达克 04-13 13:57
阿里巴巴(09988.HK)因垄断行为遭内地监管当局巨额罚款182亿人民币,消除不明朗因素,阿里股价连续第二天回升,最高见241.6元(受制牛熊线),现造234.8元,续升1.2%。

不过,投资者担心现在监管压力会转向其他科技巨头,美团-W(03690.HK)连续第三天捱沽,今早低开曾回升至301元无以为继,掉头向下,午後低见279元,现造279.8元,续挫6.2%,成交达2,252万股,已接近昨天全日成交量。

京东集团(09618.HK)更连跌第五天,最低见298.6元,暂守稳上月25日盘中所创五个月低位298元,现造299.8元,续跌3%。

摩通昨天指,阿里巴巴因垄断行为遭内地监管部门罚款182亿人民币,该行相信阿里今次罚款事件,仅为内地监管互联网平台巨头开端,反映内地会加强监管内地科网行业,特别是具主导地位的平台经济企业,并认为美团及腾讯(00700.HK)将成为最易受到内地监管政策所影响公司。

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