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郭家耀: 港股相对落後料28,000可守 内地反垄断监管力度温和
阿思达克 04-16 10:30
正荣金融业务部副总裁郭家耀称,美股周四(15日)继续向好,经济数据表现理想,金融股业绩强劲,带动大市气氛向好,道指及标普500指数再创历史新高,纳指亦逼近历史高位。美元走势回软,美国十年期债息回落至1.57厘水平,金价及油价走势向好。港股预托证券个别发展,预料大市早段温和高开。

内地股市继续向下,沪综指低开低走,收市下跌0.5%,沪深两市成交额持续低迷。

港股跟随内地股市回软,指数一度下试28,500点水平,尾市跌幅收窄,成交保持清淡。外围走势强劲,港股则受内地股市疲弱因素影响,表现相对落後,预料指数应可稳守28,000点水平,反弹阻力在29,200点附近。

另国家市场监管总局、中央网信办、税务总局日前联合召开网路平台企业行政指导会,参与会议的包括爱奇艺(IQ.US)、京东(09618.HK)、腾讯(00700.HK)、百度(09888.HK)、快手(01024.HK)、美团(03690.HK)等34家网路平台企业代表。会议要求各平台企业在一个月内全面自我检查,逐项彻底整改,整改期後再有发现平台企业强迫实施「二选一」等违法行为,一律依法从重从严处罚。

市场监管总局针对强迫实施「二选一」以及其他突出问题,明确提出做到「5个严防」和「5个确保」:严防资本无序扩张,确保经济社会安全;严防垄断失序,确保市场公平竞争;严防技术扼杀,确保行业创新发展;严防规则算法滥用,确保各方合法权益;严防系统封闭,确保生态开放共享。会议强调,政策底线不可逾越,法律红线不可触碰。加强对平台企业违法违规行为的规范治理,并不意味着国家支持和鼓励平台经济的态度有所改变,平台企业要把握正确方向、增强责任意识,坚持国家利益优先,坚持依法依规运行,坚持履行社会责任。今次监管执行力度温和,规管条例逐步清晰,对互联网平台企业往後发展有利。

(笔者为证监会持牌人,没持有上述股份)~

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