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郭家耀: 市傳中證監安撫市場 港股有望回升至26,200
阿思達克 07-29 09:34
正榮金融業務部副總裁郭家耀稱,美股周三(28日)個別發展,市況表現反覆,聯儲局公布最新議息結果,一如預期維持利率及買債規模不變。不過,當局表示經濟正朝向目標發展,首次提出評估買債規模,道指及標普500指數收市錄得跌幅。科技股業績亮麗,納指走勢繼續向上。美元反覆回軟,金價走勢靠穩,油價亦表現向上,美國十年期債息維持於1.23厘水平。港股預託證券大幅造好,預料大市早段顯著高開。內地股市走勢向下,滬綜指收市下跌0.5%,滬深兩市成交額略為縮減。

港股連日急跌後反彈,成交保持活躍。市傳中證監發出安撫市場言論,帶動中概股顯著反彈,加上急瀉後出現超賣,預料指數有望回升至26,200點水平,下方支持在25,000點附近。

另市監總局、網信辦、發改委、公安部、人力資源社會保障部、商務部、中華全國總工會聯合印發《關於落實網絡餐飲平台責任切實維護外賣送餐員權益的指導意見》,對保障外賣送餐員正當權益提出全方位要求。保障勞動收入方面,要求平台建立與工作任務、勞動強度相匹配的收入分配機制,確保外賣送餐員正常勞動所得不低於當地最低工資標準。不得將「最嚴算法」作為考核要求,通過「算法取中」等方式,合理確定訂單數量、準時率、線上率等考核要素,適當放寬配送時限。保障勞動安全方面,完善平台訂單分派機制,優化配送路線,合理確定訂單飽和度,降低勞動強度。由於提升騎手的保障,預料送餐成本有所增加,短線不利美團(03690.HK)股價表現。

(筆者為證監會持牌人,沒持有上述股份)~

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