郭家耀: 美股波動港股短線料受壓 科網板塊監管明朗化
安里資產管理董事總經理郭家耀稱,美股周一(24日)大幅波動,投資者憂慮東歐政局緊張,加上觀望聯儲局議息會議結果,大市早段顯著向下,道指一度急跌超過1,100點,其後低位有趁低吸納,三大指數由跌轉升收市,市場恐慌指數同時急升。美元走勢向上,美國十年期債息一度低見1.70厘水平,金價反覆向好,油價顯著受壓。港股預託證券普遍向下,預料大市早段跟隨低開。
內地股市昨日低開高走,滬綜指收市上升0.1%,滬深兩市成交額進一步縮減。
港股昨日跟隨外圍回吐,指數跌至100天線水平,大市成交亦有所減少。外圍走勢急劇波動,港股短線難免受壓,預料指數在24,000點有初步支持,上方阻力在25,000點水平。
另發改委等九個部門日前聯合印發《關於推動平台經濟規範健康持續發展的若干意見》,從健全完善規則制度、提升監管能力和水平、優化發展環境、增強創新發展能力、賦能經濟轉型發展五個方面提出16條細則。在健全完善規則制度方面,《意見》提出,要完善治理規則,修訂《反壟斷法》,完善數據安全法、個人信息保護法配套規則。制定出台禁止網絡不正當競爭行為的規定。提升監管能力和水平方面,《意見》提出,要加強金融領域監管。強化支付領域監管,斷開支付工具與其他金融產品的不當連接,依法治理支付過程中的排他或二選一行為,對濫用非銀行支付服務相關市場支配地位的行為加強監管,研究出台非銀行支付機構條例。
《意見》還提出,要落實金融控股公司監管制度,嚴格審查股東資質,加強穿透式監管,強化全面風險管理和關聯交易管理。數據和算法安全領域,《意見》提出,將嚴厲打擊平台企業超範圍收集個人信息、超權限調用個人信息等違法行為。整體意見與早前提出的政策框架相若,消除政策不明朗因素,有助龍頭科網企業的估值回升。
(筆者為證監會持牌人,沒持有上述股份)~
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