郭家耀: 北水暫停港股料反覆 美團(03690.HK)調整業務後仍看俏
正榮金融業務部副總裁郭家耀稱,美股周三(28日)表現向下,聯儲局議息會議維持利率及買債規模不變,符合市場預期,市場未有太大反應,三大指數均錄得溫和跌幅收市。美元先升後回,美國十年期債息回落至1.61厘水平,金價及油價表現向好。港股預託證券大致向好,預料大市早段溫和高開。內地股市上升,滬綜指低開高走,收市上升0.4%,滬深兩市成交額維持清淡。
港股反覆向上,指數繼續於29,000點水平爭持,成交保持清淡。企業業績大致符合預期,配股消息亦未有影響市場氣氛。內地長假期前夕,港股通交易暫停,影響大市上升動力,預料指數短期繼續於28,500至29,500點水平上落。
另內地市場監管總局公布,根據舉報,依法對美團(03690.HK)實施「二選一」等涉嫌壟斷行為立案調查。美團表示將積極配合監管部門調查,嚴格落實相關規定,進一步提升業務合規管理水平,保障用戶及各方主體合法權益,促進行業長期健康發展,切實履行社會責任,目前公司各項業務正常運行。市監總局、中央網信辦、稅務總局早前聯合召開互聯網平台企業行政指導會,要求美團在內的34間企業須在一個月內全面自檢自查,逐項徹底整改,若再發現平台企業在整改期過後,仍強迫實施「二選一」等違法行為,一律「從重從嚴」處罰。
與會企業均已公開「依法合規經營承諾書」,美團於承諾書中稱,不會強制要求商戶「二選一」及濫用市場支配地位限制競爭等。根據《反壟斷法》,濫用市場支配地位的經營者,將處以上年度銷售額1%以上、10%以下的罰款;阿里(09988.HK)的罰款是按其2019年境內銷售額4,557.12億元人民幣(下同)的4%計算。假設美團面對相同程度處罰,按其去年總收入1,147.94億元計,以此推算潛在罰款約45.9億元。市場早已估計美團面對反壟斷調查的風險較大,並預料罰款金額低於阿里。美團已調整業務,不再進行影響市場競爭的行為,業務競爭優勢優於同業,前景仍然樂觀。
(筆者為證監會持牌人,沒持有上述股份)~
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