郭家耀: 中概股回升港股料上試21,500 網遊監管續困擾科網股
安里資產管理董事總經理郭家耀稱,美股周三(16日)繼續向上,大市早段高開,其後聯儲局議息結果一如預期加息四分之一厘,同時表示將會進行縮表,市況一度倒跌,俄烏談判有積極進展,帶動尾市顯著反彈,三大指數均錄得顯著升幅收市。美元走勢回落,美國十年期債息升至2.18厘水平,油價高位繼續回落,金價反覆向好。港股預託證券普遍上升,預料大市早段跟隨大幅高開。
內地股市造好,滬綜指低開高走,收市上升3.5%,滬深兩市成交額增加至1.19萬億元人民幣水平。
港股展現強勁反彈,中央就市場關注問題派定心丸,新經濟股全線向上,指數重上二萬點水平,大市成交急增至3,000億元。投資者預料政策轉為正面積極,市場氣氛好轉,中概股顯著回升,有利大市進一步反彈,預料指數可望上試21,500點水平,下方支持在20,000點附近。
另網信辦日前刊發《未成年人網絡保護條例(徵求意見稿)》,針對網絡遊戲、網絡直播等網絡服務提供者,不得向未成年人提供與其民事行為能力不符的付費服務;在互聯網平台服務的設計、研發、運營等階段,定期開展未成年人網絡保護影響評估。意見稿要求,對嚴重違反法律、行政法規侵害未成年人身心健康,或者侵犯未成年人其他合法權益的平台內產品或者服務提供者,須停止服務;成立主要由外部成員組成的獨立機構,監督未成年人網絡保護情況等;每年發布專門的未成年人網絡保護社會責任報告,並通過公眾評議等方式接受社會監督。
關於加強未成年人網絡沉迷防治方面,意見稿規定,嚴禁以侵害未成年人身心健康的方式干預未成年人網絡沉迷;提出完善網絡遊戲實名制規定,建立預防未成年人沉迷網絡遊戲的遊戲規則,把遊戲產品分類,並予以適齡提示。網絡直播方面,意見稿訂明,網絡直播服務提供者不得為未滿16周歲的未成年人提供網絡直播發布者賬號註冊服務;若為16周歲以上的未成年人提供網絡直播發布者賬號註冊,應認證身份訊息,並經其監護人同意。
網絡直播服務提供者需建立網絡直播發布者真實身份訊息動態核驗機制,對於不符合規定的,不得為其提供服務。另外,網絡遊戲、網絡直播、網絡音視頻、網絡社交等服務提供者應當採取措施,防範和抵制流量至上等不良價值傾向,不得設置以應援集資、投票打榜、刷量控評等為主題的社區、群組,不得誘導未成年人參與該等網路活動。中央加強監管未成年用戶的網絡遊戲使用,市場有一定預期,不過近日投資者信心疲弱,儘管科網股估值已跌至近年低位,短期走勢將持續波動。
(筆者為證監會持牌人仕,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.