郭家耀: 新經濟股引領港股造好 美團(03690.HK)監管不明朗消除
安里資產管理董事總經理郭家耀稱,美股上周五(15日)走勢向好,美國9月份零售銷售意外錄得增長,加上金融股表現強勁,刺激大市普遍上升,三大指數均錄得升幅收市。美元走勢靠穩,美國十年期債息上升至1.57厘水平,油價持續強勢,金價反覆偏軟。港股預託證券大致向好,預料大市早段跟隨外圍高開。內地股市上周五先跌後回升,滬綜指低開高走,收市上升0.4%,滬深兩市成交額略為增加。
港股跟隨外圍造好,指數重上25,000點水平,並以全日高位收市,大市成交顯著增加。外圍走勢向好,有利大市氣氛,新經濟股表現強勁,有望帶動指數進一步上試25,800點阻力,下方支持在24,800點水平。
另市場監管總局依據《反壟斷法》對美團(03690.HK)立案調查,經調查後,2018年以來,美團濫用在中國境內網絡餐飲外賣平台服務市場的支配地位,以實施差別費率、拖延商家上線等方式,促使平台內商家與其簽訂獨家合作協議,並通過收取獨家合作保證金和數據、算法等技術手段,採取多種懲罰性措施,保障「二選一」行為實施,排除、限制相關市場競爭,妨礙市場資源要素自由流動,構成《反壟斷法》的濫用市場支配地位行為。市監總局對美團的壟斷行為作出行政處罰,責令美團停止違法行為,全額退還獨家合作保證金12.89億元人民幣(下同),並處以其2020年中國境內銷售額1,147.48億元的3%作罰款,總共34.42億元。
同時,市監總局向美團發出《行政指導書》,要求其圍繞完善平台佣金收費機制和算法規則、維護平台內中小餐飲商家合法利益、加強外賣騎手合法權益保護等進行全面整改,並連續三年向市場監管總局提交自查合規報告,確保整改到位。美團表示誠懇接受市監總局作出的行政處罰決定,堅決落實,按照《行政處罰決定書》和《行政指導書》全面深入自查整改,杜絕「二選一」。將以此為鑑,依法合規經營,自覺維護公平競爭秩序,切實履行社會責任,更好地服從和服務於經濟社會發展大局,努力為國家經濟高質量發展多做貢獻。今次處罰有助消除不明朗因素,加上罰款金融屬預期下限,對公司財務影響輕微,美團更可將精力重新聚焦業務發展,市場應對此有正面反應。
(筆者為證監會持牌人,本人沒持有上述股份)~
Follow us
Find us on
Facebook,
Twitter ,
Instagram, and
YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the
uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!

Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.