港股異動 | 遊戲軟件股普漲 中手遊(0302.HK)升逾9%領漲
格隆匯1月31日丨遊戲軟件股普漲,中手遊(0302.HK)升9.52%領漲,指尖躍動漲逾3%,飛魚科技、金山軟件漲逾2%,網龍漲逾1%。
個股方面,在本月10日國家新聞出版廣電總局公佈的2020年1月份國產網絡遊戲版號的審批結果中,共有52款遊戲過審,騰訊的《戰歌競技場》、中手遊的《消消農家樂》在列。
板塊方面,瑞銀近日發研報指,由於對“武漢肺炎”爆發的憂慮加劇,消費者由於會傾向留在家裏,迫開人多擠迫的地方,因此零售、樂園及電影相關股份或面臨不利影響,而在線視頻、電子遊戲及電商股亦有可能在這種消費者行為轉變上受益。
華創證券亦曾指,遊戲板塊料將是2020年5G商用化下極具投資機會的細分板塊,預計行情或在2Q20啟動。
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