郭家耀: 港股短期料遇压 腾讯(00700.HK)手游吸金力强
正荣金融业务部副总裁郭家耀称,美股上周五(14日)继续个别发展,中美推迟贸易会议,未有影响市场情绪,美国上月经济数据逊预期,投资者保持观望态度,三大指数收市升跌不一。美元走势持续偏软,美国十年期债息轻微回落,油价及金价表现亦向下。港股预托证券普遍偏软,预料大市早段跟随低开。
内地股市先跌後回升,7月份宏观经济数据表现未如理想,拖累大市早段表现,其後有资金趁低吸纳,沪综指收市上升1.2%,沪深两市成交额继续保持低企。
港股表现继续反覆,指数维持於25,000点水平争持,成交亦有所减少。外围市况未有方向,内地经济数据表现平平,加上恒指季检结果,令部分蓝筹股比重下调,对短期大市走势有一定压力,预料指数将继续於24,500至25,500点水平上落。
另据调查机构Sensor Tower发表的报告表示,7月份腾讯(00700.HK)旗下《PUBG Mobile》及《王者荣耀》营收全球排名头两位,当中《PUBG Mobile》收入按年上升10.8%至2.09亿美元,当中有56.6%是来自中国版本的《和平精英》,而来自美国的收入则占10%。排名第二的《王者荣耀》收入按年上升34.8%至1.92亿元,当中有94%收入来自中国。单看海外收入的话,《PUBG MOBILE》第14赛季於7月14日开启,其收入增长至9,000万美元,是上市至今收入排名第二高的月份。
在後疫情时期,随着玩家逐渐回复正常生活,《PUBG MOBILE》推出15分钟一局的新地图,以适应玩家碎片时间娱乐需求。网易《荒野行动》本期游戏吸金近6,300万美元,创历史新高,表现亦相当出色。手游收入持续强劲,有助带动相关公司股价表现。
(笔者为证监会持牌人,没持有上述股份)~
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