郭家耀: 憂監管消息港股七連跌 新經濟股短線未脫險
正榮金融業務部副總裁郭家耀稱,美股週三(7日)反覆向好,美國十年期債息創出近月低位,帶動科技股走勢向上,三大指數均錄得溫和升幅收市。美元走勢靠穩,美國十年期債息跌至1.32釐水平,金價表現向好,油價反覆下滑。港股預託證券普遍向下,預料大市早段跟隨低開。內地股市昨日低開高走,滬綜指收市上升0.6%,滬深兩市成交額連日超過萬億元人民幣水平。
港股持續弱勢,連跌七個交易日,市場憂慮監管消息不斷,科網股普遍偏軟,拖累大市表現。短期缺乏利好因素刺激,指數或下試27,500點支持,上方阻力在28,500點水平。
另國家互聯網信息辦公室公佈,根據舉報,經檢測覈實,滴滴出行App存在嚴重違法違規收集使用個人訊息問題,依據《中華人民共和國網絡安全法》相關規定,通知應用商店下架滴滴出行App。網信辦要求滴滴出行嚴格按照法律要求,參照國家有關標準,認真整改存在的問題,切實保障廣大使用者個人訊息安全。網絡安全審查辦公室宣佈,按照《網絡安全審查辦法》,對中國貨車資訊平臺滿幫集團旗下的物流平臺「運滿滿」和「貨車幫」,以及內地招聘平臺「BOSS直聘」,實施網絡安全審查。市場憂慮平臺型公司面對監管趨嚴,將影響業務發展,短線繼續困擾新經濟股表現。
(筆者爲證監會持牌人,沒持有上述股份)~
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