郭家耀: 港股走势继续落後 料短线难有突破
正荣金融业务部副总裁郭家耀称,美股周二个别发展,美国当局叫停个别疫苗接种,市场忧虑影响经济复苏表现,三大指数表现不一,道指轻微偏软,科技股走势向好,带动标普500指数及纳指向上。美元走势回落,美国十年期债息下滑至1.62厘水平,金价低位反弹,油价走势亦向好。港股预托证券大致向上,预料大市早段跟随高开。内地股市偏软,沪综指高开低走,收市下跌0.4%,沪深两市成交额大幅缩减。港股走势好淡争持,指数一度重上28,800点水平,其後新经济股普遍回落,拖累大市升幅收窄,成交亦有所减少。外围气氛向好,受配股传闻影响,港股走势继续落後,预料指数短线未有突破,继续於28,000至29,000点水平横行。
行业消息
市场监管总局以《反垄断法》对阿里巴巴(09988.HK)在中国境内网络零售平台服务市场,滥用市场支配地位行为立案调查,决定作出行政处罚,责令阿里停止违法行为,并处以其2019年中国境内销售额4557.12亿元人民币4%的罚款,合计182.28亿元人民币。同时,按照《行政处罚法》坚持处罚与教育相结合的原则,向阿里发出《行政指导书》,要求其严格落实平台企业主体责任、加强内控合规管理、维护公平竞争、保护平台内商家和消费者合法权益等方面进行全面整改,并连续3年向市监局提交自查合规报告。今次罚款相当於阿里2022财年10%左右的非会计准则利润,影响未算太大,而整改措施对业务运营影响亦不大。市场关注内地互联网行业进入更严格的监管环境,大型互联网平台将可能面临反垄断调查和潜在的罚款,短线将困扰板块气氛。
(笔者为证监会持牌人仕,没持有上述股份)~
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