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《大行報告》大摩:內地互聯網行業已進入寬鬆監管週期 料阿里成主要受益者
摩根士丹利發表報告指出,就中國發改委近日會同相關部門深入調研了解平台企業發展情況後,最新聲明顯示了對平台經濟和私營部門的進一步支持,指此與該行觀點相呼應,即中國互聯網行業在2020年底的打擊行動後已進入寬鬆的監管週期。 中國發改委會同有關部門讚揚阿里巴巴-SW(09988.HK)、騰訊(00700.HK)、美團-W(03690.HK)等中國互聯網平台為支持國家科技進步和經濟增長所作出的貢獻,監管機構強調平台在推動技術創新、改造傳統產業、增強國家全球競爭力方面的作用。該行認為此標誌著當局進一步加大對平台的支持力度,並致力於促進私營部門的健康發展。 大摩認為,中國互聯網行業經歷三年的審查監管後,料行業已經進入更加規範和寬鬆的監管環境,並認為阿里巴巴將成為寬鬆監管週期的主要受益者,該行認為金融科技監管的進一步明確(例如金融控股公司的牌照)是潛在的積極催化劑。
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