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郭家耀: 港股短期料個別發展 設金融控股公司對騰訊(00700.HK)影響中性
阿思達克 06-01 10:14
正榮金融業務部副總裁郭家耀稱,美股周一(5月31日)假期休市,美股期貨溫和向好。內地股市昨日低開高走,滬綜指收市上升0.4%,滬深兩市成交額再達萬億元水平,人行上調外匯存款準備金率,壓抑人民幣升勢,短線對市場流動性有一定影響,內地股市走勢或現波動。

港股昨日高開後表現反覆,指數繼續於29,000點水平爭持,新經濟股表現較佳,傳統類股份則出現沽壓,大市成交保持活躍。預料短期市況傾向個別發展,指數將維持於28,500至29,500點水平上落。

另內地媒體報道,騰訊(00700.HK)被要求成立受人民銀行監管的金融控股公司,把金融相關業務注入。騰訊現有金融業務涵蓋銀行、保險和支付領域,把業務注入金融控股公司後,意味相關業務必須完全符合中國的金融監管規定,意味實際上騰訊須接受跟銀行相同的監管。監管機構尚未明確指示騰訊需要把哪類型的金融業務注入新公司,有待騰訊提交計劃報告後再作決定。

騰訊總裁劉熾平早前表示,在監管協助行業更健康發展的前提下,會積極參與研究。成立金融控股公司,對騰訊業務的影響為中性,只是組織架構更改,強調騰訊重視金融科技業務的合規和風險管控,在規模上也較約束。由於金融業務佔騰訊收入比例較低,相關業務放緩對公司的盈利及估值的影響應較輕微。

(筆者為證監會持牌人,沒持有上述股份)~

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