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郭家耀: 觀望俄烏和談港股波動 官媒釋疑料利好美團(03690.HK)
阿思達克 02-28 11:02
安里資產管理董事總經理郭家耀稱,美股上周五(25日)大幅反彈,俄羅斯準備與烏克蘭進行和談,市場憧憬軍事衝突有望化解,刺激三大指數均錄得顯著升幅收市。美元走勢回軟,美國十年期債息回落至1.97厘水平,金價顯著回吐,油價亦由高位回落。 內地股市上周五造好,滬綜指收市上升0.6%,滬深兩市成交額繼續破萬億元水平。港股走勢繼續反覆,投資者關注外圍局勢,指數未能企穩23,000點水平,大市最終反覆低收。烏克蘭局勢繼續未明朗,市場觀望和談結果,預料大市仍然波動,指數在22,500至23,500點水平上落。 另內地14部門早前推出多項紓困扶持措施,特別提及引導外賣等互聯網平台企業進一步下調餐飲業商戶服務費標準,令外賣平台股遭拋售。官方媒體《經濟日報》發表評論指出,對外賣業「引導」非「命令」,呼籲反應別過頭。評論指有人盯上「引導外賣等互聯網平台企業進一步下調餐飲業商戶服務費標準」,將其解讀為針對平台經濟的監管持續落子,平台經濟的估值邏輯需要重構,有的外賣平台股價因此大跌。這個反應有點過頭了。評論表示政策全文5,000多字,提及平台經濟的僅有一兩句,其初衷不是要針對平台經濟。事實上,在以中央財政、政府部門為主體實施的紓困政策中,平台企業成為被寄予厚望的出力方,恰恰說明平台企業在經濟社會中的重要地位得到認可,能聯動千千萬萬市場主體,未來大有可為。政策說的是「引導」,不是命令,旨在促進政府部門、大平台、小商戶攜起手來,同舟共濟渡難關。官媒說法有助減輕市場憂慮,帶動美團(03690.HK)股價反彈。 (筆者為證監會持牌人,沒持有上述股份)~
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