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郭家耀: 關注新病毒市場審慎 互聯網廣告監管收緊
安里資產管理董事總經理郭家耀稱,美股周三(12月1日)先升後跌,美國私人機構職位增長理想,帶動大市早段向上,道指一度急升超過500點,其後傳出美國出現首宗新變種病毒案例,市況急轉直下,三大指數均倒跌收市。美元持續向上,美國十年期債息急跌至1.40厘水平,金價反覆回升,油價低位反彈。港股預託證券普遍偏軟,預料大市早段跟隨外圍低開。內地股市造好,滬綜指窄幅上落,收市上升0.3%,滬深兩市成交額略為縮減。 港股連日急跌後出現技術反彈,指數高見23,800點水平,尾市升幅收窄,大市成交繼續清淡。整體市場氣氛仍然謹慎,關注外圍新變種病毒消息,預料短期市況保持反覆,繼續於23,000至24,000點水平上落。 另為進一步完善互聯網廣告監管制度,市場監管總局就《互聯網廣告管理辦法(徵求意見稿)》(以下簡稱《意見稿》)向全社會公開徵求意見。《意見稿》規定,互聯網廣告應當具有可識別性,能夠使消費者辨明其為廣告。通過互聯網媒介,以競價排名、新聞報道、經驗分享、消費測評等形式,或者附加購物鏈接的其他形式推銷商品、服務的,應當顯著標明「廣告」。《意見稿》要求,以啟動播放、視頻插播、彈出等形式發布的互聯網廣告,應當顯著標明關閉標誌,確保一鍵關閉。 《意見稿》還提出,不得有以下影響一鍵關閉廣告的行為,沒有關閉標志或者需要倒計時結束才能關閉,關閉標志虛假、不可清晰辨識或定位,實現單個廣告的關閉,須經兩次以上點擊,在瀏覽同一頁面過程中,關閉后繼續彈出廣告,以及其他影響一鍵關閉的行為。同時,不得以欺騙、誤導方式誘使用戶點擊廣告。政策進一步收緊廣告內容,加上宏觀經濟下行及行業監管因素影響,不利互聯網平台的廣告收入,為估值帶來下調壓力。 (筆者為證監會持牌人,沒持有上述股份)~
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