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郭家耀: 不利因素濃罩港股 騰訊(00700.HK)整改影響料有限
阿思達克 11-29 09:03
安里資產管理董事總經理郭家耀稱,美股上周五(26日)急挫,市場憂慮新變種病毒拖累經濟表現,道指一度急跌超過1,000點,市場恐慌指數亦急升,三大指數收市均錄得顯著跌幅。美元走勢向下,美國十年期債息急挫至1.48厘水平,金價表現向上,油價顯著急跌。港股預託證券普遍下跌,預料大市早段跟隨低開。內地股市上周五低收,滬綜指低開低走,收市下跌0.5%,滬深兩市成交額保持活躍。 港股上周五顯著急挫,市場憂慮疫情反覆影響環球經濟表現,加上內地互聯網行業監管消息不斷,影響大市氣氛,指數急跌至24,000點水平,成交繼續清淡。市場受多項不利因素影響,短期投資氣氛審慎,預料指數進一步下試23,700點支持,上方阻力在24,500點水平。 《央視》報道,今年以來工信部展開應用程式侵害用戶權益專項整治,其中騰訊(00700.HK)旗下9款產品有違規行為,合計4批次被公開通報,違反今年資訊通訊業行風糾風相關要求。按照有關部署,工信部對騰訊採取過渡性的行政指導措施,要求對於即將發布的新App,以及現有應用程式的更新版本,上架前需經工信部組織技術檢測,合格後才正常上架。涉及範圍為騰訊計算機主體旗下所有應用程式,相關主體包括騰訊計算機系統有限公司、騰訊科技有限公司等,牽連甚廣。 騰訊回應表示,集團持續升級應用程式對用戶權益保護的各項措施,並配合監管部門進行正常的合規檢測。在此期間,用戶可正常下載使用App的現有版本。內地媒體實測,目前騰訊系應用程式在官方和各應用商店下載正常,沒有下架,使用不受影響。預料經過短期整改後,相關的App將可正常更新,對股價不會帶來太大影響。 (筆者為證監會持牌人,沒持有上述股份)~
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