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郭家耀: 聚焦中美角力港股料反覆 騰訊/網易手遊收入利好
阿思達克 09-14 09:57
正榮金融業務部副總裁郭家耀稱,美股上周五(11日)個別發展,大市早段走勢向上,其後科技股出現沽壓,拖累納指倒跌收市,道指及標普500指數則錄得溫和升幅。美元走勢靠穩,金價略為回落,油價溫和反彈,美國十年期債息回落至0.66厘水平。港股預託證券個別發展,預料大市早段溫和低開。

內地股市低位回升,滬綜指低開高走,收市上升0.7%,滬深兩市成交額進一步縮減。

港股繼續好淡爭持,指數窄幅波動,大市成交繼續清淡,顯示投資者入市意欲較低。外圍表現缺乏方向,市場繼續關注中美角力情況,科技股調整勢頭亦持續,大市將繼續於24,000至25,000點水平徘徊。

另Sensor Tower最新數據顯示,騰訊(00700.HK)及網易(09999.HK)等內地在全球App Store和Google Play收入排名前30大的手遊發行商,8月份在全球吸金逾18.6億美元,佔全球手遊收入的27.3%。另外亦有5家內地手遊發行商擠身全球收入Top 100發行商,展現內地手遊公司在全球強大的競爭力。遊戲排行方面,8月份App Store手遊收入榜前20名中,騰訊佔5款,且有3款位於收入榜前十位,包括長期佔據前二位的「王者榮耀」、「和平精英」;網易佔7款,同樣有3款位於收入榜前十位。手遊收入表現持續強勁,將有利相關公司的業績及股價表現。

(筆者為證監會持牌人,沒持有上述股份)~

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