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郭家耀:港股乏力觀望氣氛濃內地手遊行業料邁復甦期
阿思達克 07-10 09:55

正榮金融業務部副總裁郭家耀稱,美股周二(9日)個別發展,市場繼續觀察中美貿易談判進展,市況進入好淡爭持局面,三大指數收市升跌不一。聯儲局主席鮑威爾將在國會聽證會發表講話,美元走勢靠穩,美國十年期債息進一步回升至2.06厘水平,油價及金價表現向好。港股預託證券大致向好,預料大市早段跟隨高開。內地股市持續向下,市場焦點繼續放在科創板新股發行,滬綜指收市下跌0.2%,滬深兩市成交額進一步萎縮至3,518億元人民幣。

港股表現乏力,大市觀望氣氛濃厚,加上企業盈警消息較多,利淡指數表現。未有新利好消息出現前,預料指數繼續於28,000點至28,600點水平橫行。

另調查機構艾瑞諮詢發表報告,表示中國移動遊戲市場去年增速亦為歷史最低,去年收入增長10.5%至1,646億元人民幣(下同),用戶規模達6.26億人,按年增長3.8%。不過,由於遊戲版號發放暫緩,去年中國在全球遊戲市場規模的佔比近六年來首次下跌,較2017年下降6個百分點至27%。

遊戲廠商更注重舊遊戲的品質及營運,去年登上蘋果應用商店的暢銷遊戲數量為三年來最多。騰訊(00700.HK)旗下大熱手遊《王者榮耀》上線近四年,仍維持強勁的生命力,截至今年3月底其產品滲透率仍居首位,達18.2%。騰訊旗下生存射擊類遊戲《絕地求生:刺激戰場》緊隨其後,達13.1%。若以遊戲廠商的營收能力計算,騰訊去年移動遊戲收入按年增長近兩成至778億元,高居榜單首位,網易則以285億元位居亞軍。

以遊戲類型看,射擊類或多人在線戰術競技遊戲產品數量較少,卻佔據極高的市場份額,反映這類「大製作、大營銷、大IP」的遊戲更容易獲得成功。隨著遊戲版號重新發放,預料內地手遊行業進入復甦期,業績有望大幅回暖,利好股價表現。

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