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郭家耀: 外圍波動 港股板塊輪動料持續
阿思達克 03-08 09:46
正榮金融業務部副總裁郭家耀稱,美股上周五(5日)大幅向好,美國二月份非農業職位數字遠勝預期,刺激大市早段向上,其後美國十年期債息再度衝破1.6厘水平,市況轉為反覆,聯儲局官員向市場派定心丸,認為可容忍較高通脹一段時間,大市再度由跌轉升,三大指數均錄得升幅收市。美元顯著向好,金價反覆回穩,油價持續向上,美國十年期債息升至1.57厘水平。港股預託證券個別發展,預料大市早段溫和向上。

內地股市輕微偏軟,滬綜指收市微跌1點,險守3,500點水平,滬深兩市成交額繼續清淡。

港股上周五先跌後回穩,指數一度失守50天線水平,其後低位反彈,收市仍錄得輕微跌幅,大市成交持續活躍。外圍走勢持續波動,科技股表現仍然不穩,預料板塊輪動情況持續。指數支持位在28,800點水平,上方阻力在29,800點附近。

另市場監管總局公布,依法對橙心優選、多多買菜、美團優選、十薈團等四家社區團購企業分別處以150萬元人民幣罰款的行政處罰,對食享會處以50萬元人民幣罰款的行政處罰。市場監管總局表示,隨著各大互聯網平台企業大舉進入社區團購市場,秩序不規範、操作不合法等問題日益顯現,包括採用不正當手段擠壓線下社區經濟市場,以低於成本的價格爭奪市場,將對小商販、社區便利店造成衝擊。同時大型互聯網平台企業存在「燒錢搶市場、壟斷後提價」的不正當競爭傾向。

當局又指,社區團購平台普遍存在巨額補貼、低於成本價銷售商品,以及部分社區團購平台採用價格欺詐手段誘騙消費者等問題,不正當價格行為擾亂市場價格秩序。不過,市場相信今次罰則主要針對早前不規範的行為,經過調整後,目前已大致符合規定。社區團購前景仍值得期待,相關企業值得持續關注。

(筆者為證監會持牌人,沒持有上述股份)~

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