同业招股反应热烈游戏股舞起 中手游及博雅涨8%及30% 腾讯高见445.2元再逼近高位
内地第二大手机游戏商网易-S(09999.HK)明天以每股123元正式在本港作第二上市,公开发售获逾359倍超购,认购一手中签率仅8%。
由於网易招股反应热烈,加上美国科技昨晚逆市再发力带动纳指反覆屡创纪录高,本港一众游戏股今天舞起,博雅互动(00434.HK)升破20天及50天线(0.64元),最高见0.75元,暂受制百天线(0.78元),现造0.69元,急涨30%,一向薄弱成交急增至634万股,为逾一年最多。中手游(00302.HK)升破百天线(2.86元),最高见3.05元,现造2.97元,升8%,成交急增至3,697万股。友谊时光(06820.HK)由上市高位3.47元连吐两天守稳10天线後,今天股价回升高见3.36元,现造3.34元,回升6%,成交增至493万股。腾讯(00700.HK)持股的创梦天地(01119.HK)曾一举升破牛熊线及百天线(4.61元及4.69元),最高见4.8元,现造4.66元,续升4.5%,成交增至995万股。
云游(00484.HK)曾越百天线(3.35元),最高见3.4元,现造3.35元,续升6.3%。游莱互动(02022.HK)曾越百天线(0.1元),最高见0.106元,现造0.095元,续升8%。
获摩通看600元的腾讯延续昨天升势,今天高见445.2元,暂受制5月14日盘中所创逾两年高位447元,现造444.2元,续涨2.4%,为表现第二强蓝筹,成交增至2,144万股,涉资94.65亿元。
Sensor Tower发布5月中国手游发行商於全球App Store和Google Play收入排名,其中腾讯高居首位,旗下《王者荣耀》5月收入按年升42%创历史新高,按月升31%为上市4年以来最大增幅,贡献腾讯手游收入三分之一,并带动腾讯手游收入环比升15%。因应腾讯近期游戏产品线及推出时间表,摩通调高腾讯目标至600元,预计腾讯将进入自2008年以来最强游戏推出周期,有望带动今明两年盈利增长势头。国金证券也预期,腾讯暑假上线《DnF Mobile》有望成为下一爆款,预期流水比肩《绝地求生》。
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