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郭家耀: 科網股惹憧憬港股分化 微信變現能力增利好騰訊(00700.HK)
阿思達克 08-26 09:48
正榮金融業務部副總裁郭家耀稱,美股周二(25日)個別發展,科技股繼續強勢,標普500指數及納指再創歷史新高,傳統類股份表現受壓,道指逆市向下。美元走勢持續偏軟,美國十年期債息回升至0.68厘水平,油價溫和向好,金價則輕微下滑。港股預託證券普遍向上,預料大市早段跟隨高開。

內地股市先升後回,中美就首階段貿易協議進行對話,會面氣氛理想,帶動滬綜指早段造好,午後表現回落,收市下跌0.3%,滬深兩市成交額保持清淡。

港股高位反覆整固,股份傾向個別發展,大市成交未算活躍。市場繼續看好科網股表現,有利市況向好,預料後市仍有望上試更高水平,指數短期維持於25,000至25,800點水平上落。

另美國總統特朗普早前簽署行政命令,在45天後限制美國企業及個人進行與微信相關的交易。當局正在研究實施禁令的技術層面問題,以及美國企業可否在美國以外的全球應用商店提供微信下載。外電報道,華府暗示包括蘋果等美國公司可以繼續在中國使用微信,消息有助紓緩市場部分憂慮,減輕騰訊(00700.HK)股價壓力。

另一方面,騰訊旗下微信小遊戲團隊披露最新數據,2020年上半年小遊戲月活躍用戶較去年下半年增長16%,商業變現則較去年下半年增長18%。微信小遊戲團隊表示,截至今年7月,小遊戲整體流量按年增長80%,月廣告分成超過百萬的遊戲達39款,日均通過小遊戲推廣帶來的註冊量超過700萬。微信變現能力持續增強,有利騰訊估值進一步提升。

(筆者為證監會持牌人,沒持有上述股份)~

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