郭家耀: 港股破底交投增料下試20,500 螞蟻整改未完牽制阿里(09988.HK)
安里資產管理董事總經理郭家耀稱,美股周一(7日)顯著下滑,俄烏局勢持續緊張,油價急升令市場憂慮環球經濟出現放緩風險,大市顯著受壓,三大指數均以接近低位收市。避險情緒高漲,美元持續走強,美國10年期債息回升至1.78厘水平,金價及油價沖高後升幅收窄。港股預託證券普遍向下,預料大市早段跟隨外圍低開。內地股市下跌,滬綜指低開低走,收市下跌2.1%,滬深兩市成交額破萬億元人民幣水平。
港股繼續急瀉,指數一度失守21,000點水平,再創疫情後新低位置,大市成交進一步增加。外圍局勢未穩,大市表現繼續波動,指數或進一步下試20,500點支持,上方阻力在22,000點附近。
另內地銀保監主席郭樹清日前出席由國新辦召開的「促進經濟金融良性循環和高質量發展新聞發布會」時透露,目前14間互聯網平台企業自查基本結束,但整改還沒有完全結束,仍有一些問題須繼續探索,若有新的情況將及時披露。外媒報道,中國監管機構要求全國範圍內大型國有企業和金融機構,對與螞蟻集團有關的業務進行新一輪全面摸底排查。
郭樹清表示,由人民銀行牽頭,銀保監、中證監、外管局聯手,前年以來對螞蟻集團等14間互聯網平台企業進行整改,總體而言進展順利。這些平台開展的金融業務有一定創新性,過去沒有納入監管,現在正逐步納入。由於涉及很多其他因素,例如數據、個人訊息、個人隱私保護,以及企業訊息、商業秘密保護的問題,非常複雜,整改過程中遇到各種困難,包括企業、管理部門對這些產品的認定或鑑定,但總體上有充分信心把整改做好。他強調中國既鼓勵金融創新,同時又要求嚴格依法合規,公平競爭,防止資本無序擴張。由於整改仍未完結,市場對監管政策仍有憂慮,阿里(09988.HK)股價短期仍難有起色。
(筆者為證監會持牌人,沒持有上述股份)~
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