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郭家耀: 港股短期料个别发展 设金融控股公司对腾讯(00700.HK)影响中性
阿思达克 06-01 10:14
正荣金融业务部副总裁郭家耀称,美股周一(5月31日)假期休市,美股期货温和向好。内地股市昨日低开高走,沪综指收市上升0.4%,沪深两市成交额再达万亿元水平,人行上调外汇存款准备金率,压抑人民币升势,短线对市场流动性有一定影响,内地股市走势或现波动。

港股昨日高开後表现反覆,指数继续於29,000点水平争持,新经济股表现较佳,传统类股份则出现沽压,大市成交保持活跃。预料短期市况倾向个别发展,指数将维持於28,500至29,500点水平上落。

另内地媒体报道,腾讯(00700.HK)被要求成立受人民银行监管的金融控股公司,把金融相关业务注入。腾讯现有金融业务涵盖银行、保险和支付领域,把业务注入金融控股公司後,意味相关业务必须完全符合中国的金融监管规定,意味实际上腾讯须接受跟银行相同的监管。监管机构尚未明确指示腾讯需要把哪类型的金融业务注入新公司,有待腾讯提交计划报告後再作决定。

腾讯总裁刘炽平早前表示,在监管协助行业更健康发展的前提下,会积极参与研究。成立金融控股公司,对腾讯业务的影响为中性,只是组织架构更改,强调腾讯重视金融科技业务的合规和风险管控,在规模上也较约束。由於金融业务占腾讯收入比例较低,相关业务放缓对公司的盈利及估值的影响应较轻微。

(笔者为证监会持牌人,没持有上述股份)~

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