郭家耀:观望中美谈判港股料高位徘徊腾讯(00700.HK)下半年手游看俏
正荣金融业务部副总裁郭家耀称,美股周三(19日)温和向好,联储局维持利率不变,会後声明暗示下半年有机会减息,带动三大指数向上。美汇指数表现偏软,美国十年期债息回落至2.02厘水平,金价及油价走势向下。港股预托证券个别发展,预料大市早段缺乏方向。内地股市走势向好,中美元首确定20国集团峰会会面,有利市场气氛。沪综指收市上升1%,重上2,900点水平,沪深两市成交额亦增加至5,040亿元人民币。
港股大幅反弹,主要受中美贸易谈判露出曙光消息带动,大市成交亦急增,指数重上250天线水平。预料大市走势将於高位徘徊,观望中美贸易谈判结果,指数於50天线28,500点附近有较大阻力,支持位在 27,500点水平。
另游戏统计公司伽马数据日前发布《2019年5月移动游戏报告》,腾讯(00700.HK)成为内地重新审批网络游戏版号的大赢家。上月十大营收游戏中,腾讯开发或独家代理的游戏共占6款,依次为:《王者荣耀》、《和平精英》、《完美世界手游》、《一起来捉妖》、《QQ飞车》及《乱世王者》;网易的《梦幻西游》及《阴阳师》分别排第4及第6位。腾讯开发的《王者荣耀》再蝉联月度最赚钱手游。
5月推出的《和平精英》,新上榜即获亚军。《和平精英》首月预计营收超过10亿元人民币,是内地过去两年半各款新推出游戏中,首月营收贡献最理想的一款,表现符合市场预期。预料腾讯下半年手游业务将会明显复苏,有利整体盈利及股价表现。
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