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星展香港预料内地科技企业监管风险已明朗化 市场见恢复活跃
阿思达克 04-15 12:24
星展银行香港及内地互联网行业分析师刘雅萍表示,随着国家市场监管总局对阿里巴巴(09988.HK)「二选一」垄断行为罚款,调查结果令事件明朗化,当局亦陆续约谈所有电商平台,并要求企业自审,预期投资者忧虑暂时告一段落,市场开始恢复活跃。

惟她提醒,各电商平台就「二选一」及补贴行为提交自我审查报告,投资者应留意内容是否完全符合当局要求。

问及科技公司成立金融控股公司是否未来发展趋势,星展银行香港及内地电讯及科技行业分析师谭紫宏认为是势在必行,指出蚂蚁金服去年上市触礁已反映出当局倾向加强监管科企的金融业务,坦言对企业整体估值必然有影响。

他又表示,去年内地经济受疫情影响,但网上广告增长强劲,按年增幅超过两成,加上商户由传统广告渠道转移至线上营销,预期今年升幅有望达25%。电商销售中他较看好生鲜类,指出市场渗透率去年仅录2.5%,远低於其他品类,料今年可升至4%。

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