郭家耀: 聚焦中美角力港股料反覆 腾讯/网易手游收入利好
正荣金融业务部副总裁郭家耀称,美股上周五(11日)个别发展,大市早段走势向上,其後科技股出现沽压,拖累纳指倒跌收市,道指及标普500指数则录得温和升幅。美元走势靠稳,金价略为回落,油价温和反弹,美国十年期债息回落至0.66厘水平。港股预托证券个别发展,预料大市早段温和低开。
内地股市低位回升,沪综指低开高走,收市上升0.7%,沪深两市成交额进一步缩减。
港股继续好淡争持,指数窄幅波动,大市成交继续清淡,显示投资者入市意欲较低。外围表现缺乏方向,市场继续关注中美角力情况,科技股调整势头亦持续,大市将继续於24,000至25,000点水平徘徊。
另Sensor Tower最新数据显示,腾讯(00700.HK)及网易(09999.HK)等内地在全球App Store和Google Play收入排名前30大的手游发行商,8月份在全球吸金逾18.6亿美元,占全球手游收入的27.3%。另外亦有5家内地手游发行商挤身全球收入Top 100发行商,展现内地手游公司在全球强大的竞争力。游戏排行方面,8月份App Store手游收入榜前20名中,腾讯占5款,且有3款位於收入榜前十位,包括长期占据前二位的「王者荣耀」、「和平精英」;网易占7款,同样有3款位於收入榜前十位。手游收入表现持续强劲,将有利相关公司的业绩及股价表现。
(笔者为证监会持牌人,没持有上述股份)~
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