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郭家耀: 高估值新經濟股仍然受壓
阿思達克 03-19 09:26
正榮金融業務部副總裁郭家耀稱,美股週四顯著向下,美國十年期債息再創一年高位,拖累大市下跌,科技股沽壓沉重,納指收市下跌超過3%,道指及標普500指數亦由歷史高位回落。美元走勢向好,美國十年期債息升至1.7厘水平,金價反覆偏軟,油價顯著下滑。港股預託證券普遍向下,預料大市早段跟隨外圍低開。內地股市昨日造好,滬綜指高開高走,收市上升0.5%,滬深兩市成交額繼續清淡。港股走勢連日向好,指數一度衝上29,500點水平,收市升幅稍為收窄,成交未見配合。市場再度關注債息上升情況,投資者憂慮通脹升溫將令貨幣政策需要作出調整。高估值的新經濟股仍然受壓,預料指數在29,500點水平有較大阻力,下方支持在28,500點附近。

行業消息

內地市監總局對提升直播帶貨平台產品質量組織開展行政指導,提出6項要求,包括一要提高質量意識,築牢直播經濟持續健康和高質量發展的基礎;二要做學法守法模範,落實產品質量法、標準化法、消費者權益保護法、電子商務法等法律法規要求,切實增強守法合規的自覺性,依法依規規範發展;三要立行立改,各直播帶貨平台要迅速對直播帶貨產品質量進行自我對照和全面檢查。對有質量問題的產品和帶貨主播,要第一時間進行處置,同時要舉一反三,防範其他質量問題發生。尚餘要求為要爭創「品質直播」,圍繞強化平台內部產品質量管控,建章立制,並發揮信用的懲戒力和約束力,努力為消費者提供高品質產品和服務;五要建立消費投訴「綠色通道」,及時回應處理消費者投訴舉報;六要積極配合相關政府部門做好產品質量監管工作。相關直播帶貨平台發布網絡直播商品質量保障自律承諾,提出保障直播商品質量、積極依法履行直播帶貨平台責任、規範商品營銷宣傳、完善直播交易售後保障機制等自律措施,自覺接受政府部門和社會監督。加強監管將有利行業長遠發展,未來增長前景仍然樂觀。

(筆者為證監會持牌人仕,沒持有上述股份)

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