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「618」電商節落幕電商報喜 惟相關股跌逾2%-4%
內地「618」電商節落幕,電商高度報喜。然而,市場監管總局日前印發通知,要求加強互聯網廣告監管,涉直播帶貨、「軟文」等新型廣告。投資者選擇先行獲利回吐,相關電商股今天全線跑輸大市,其中阿里巴巴(09988.HK)由近兩個月高位回落兼重失百天線(0.4元),最低見87.9元,現報88.75元,回吐3.1%;系內股份也全面受壓,其中阿里影業(01060.HK)及阿里健康(00241.HK)回吐逾2%-4%,報0.43元及4.94元。 京東集團(09618.HK)扭四連升,股價由逾兩個月高位回落,最低見151元,現報153.2元,回吐2.7%。小米(01810.HK)扭兩連升,最低見10.72元,現報10.8元,回吐2.5%。快手(01024.HK)向上受制250天線(62.1元),股價連吐第二天,最低見56.85元,現報57.05元,續吐4.8%。 淘天集團阿里媽媽及市場公關總裁劉博表示,今年淘寶天貓「618」,用戶、商家規模、成交三項指標全面正增長,不僅是史上投入最大的一屆,更是用戶參與度最高、商家參與規模最大的一屆。其中截至6月18日零時,超過256萬名中小商家於今年「618」成交額超過去年同期。 京東表示,截至6月18日23時59分,「618」增速超預期,再創新紀錄,大量品牌商家獲得了亮眼增長。快手表示,「618」期間消電家居整體GMV按年提升59%,品牌自播GMV按年提升64%,行業單均價按年提升33%。小米也透露,「618」全渠道累計支付金額突破194億人民幣。 然而,市場監管總局辦公廳日前印發《市場監管總局辦公廳關於紮實做好廣告監管領域行風突出問題排查治理工作的通知》,提出十個方面具體要求和舉措,其中包括加強互聯網廣告監管,開展互聯網廣告領域治理工作,緊扣直播帶貨廣告、彈窗廣告、「軟文」廣告等新型廣告形式,加大互聯網廣告亂象清理整治力度;充份發揮整治虛假違法廣告聯席會議機制作用,強化跨部門綜合監管,著力解決「以罰代管、一罰了之」和「屢罰屢犯」等突出問題。
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