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星展香港預料內地科技企業監管風險已明朗化 市場見恢復活躍
阿思達克 04-15 12:24
星展銀行香港及內地互聯網行業分析師劉雅萍表示,隨著國家市場監管總局對阿里巴巴(09988.HK)「二選一」壟斷行為罰款,調查結果令事件明朗化,當局亦陸續約談所有電商平台,並要求企業自審,預期投資者憂慮暫時告一段落,市場開始恢復活躍。

惟她提醒,各電商平台就「二選一」及補貼行為提交自我審查報告,投資者應留意內容是否完全符合當局要求。

問及科技公司成立金融控股公司是否未來發展趨勢,星展銀行香港及內地電訊及科技行業分析師譚紫宏認為是勢在必行,指出螞蟻金服去年上市觸礁已反映出當局傾向加強監管科企的金融業務,坦言對企業整體估值必然有影響。

他又表示,去年內地經濟受疫情影響,但網上廣告增長強勁,按年增幅超過兩成,加上商戶由傳統廣告渠道轉移至線上營銷,預期今年升幅有望達25%。電商銷售中他較看好生鮮類,指出市場滲透率去年僅錄2.5%,遠低於其他品類,料今年可升至4%。

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