植耀辉: 电子产品需求大 助Roblox发围
耀才证券研究部总监植耀辉称，笔者有一个习惯，就是每逢周日总会抽些时间，去「度一度」专栏题材。近年多得科技进步，只要一「Pad」在手，基本上想到的很快便可取得想知资讯。当然智能手机亦可，但始终屏幕比较细，想仔细或长时间阅读文章有点困难。不过近期却开始遇到问题，就是经常要跟太太争「Pad」用。
事缘表姨甥仔女年纪渐长(其实亦不足10岁)，在家学习关系开始接触电子产品，近期更迷上了玩Roblox，它是一个线上游戏加社交平台。由於几个「反斗星」不断叫我太太一齐玩，一向不好打机的她亦开始成为一个玩家，亦因此开始大家要争「Pad」用。所以，当上周苹果公司(AAPL.US)公布推出新iPad air，笔者已急不及待想预购一部(当然，以上所说只是给笔者一个买新iPad借口而已，新iPad air设计及颜色选择多是一大卖点)!
不过近日与「打机」相关的话题亦颇多，例如Sony推出PS5引发全城斗快「抢机」，今年亦是任天堂最成功角色《马里奥》诞生35周年，加上宅经济概念下电子游戏产业仍有望受惠。由於行业覆盖面广泛，要拆解并分析整个电游产业恐怕三日三夜也讲不完，而且笔者本身虽亦会经常留意电游新闻以及玩手游，但也绝谈不上是「打机达人」。反而上文提到之Roblox却值得跟大家介绍一下。
笔者认识Roblox纯粹是拜姨甥仔女玩过不停之故，对Roblox的第一个感觉其实亦颇一般，皆因角色造型并不吸引。但却留意到他们每次玩的游戏模式都不同，的确该平台有十分多mini game，足以令小朋友玩到「唔舍得走」。笔者亦因此花了点时间研究Roblox，才知道原来它相当受小朋友欢迎。
截至7月份Roblox用户人数已达到1.5亿，而平台内有一半用户是9至12岁美国儿童，Roblox其中一个特别之处，在於用户既是玩家，同时亦会是一个开发者。玩家可以自行设计自己的游戏、道具(例如衫裤及趣怪物品)，其他玩家又可以游玩其他玩家所设计之游戏。有统计便指每月该平台会新增超过100万个新游戏，由简单到超级复杂、内容亦涵盖各种类型，所以基本上Roblox内之游戏充满新鲜感，而这些游戏的开发者大部分又是小朋友，或者是自少已玩Roblox之玩家。
与此同时，如果玩家要玩其他游戏或利用物品时，便要用Robux付费解锁，Robux是Roblox内的一种虚拟货币，玩家可以自己透过设计游戏或卖道具赚钱，亦可花费1美元换100个Robux单位；而开发者亦可以将Robux转换成真钱，100Robux可兑换成35美仙。事实上，Roblox的吸金能力相当惊人：今年上半年Roblox位列全球吸金游戏第四位，仅次於腾讯(00700.HK)旗下之《PUBG Mobile》、《王者荣耀》及《怪物弹珠》。就连笔者表姨甥女上月的生日礼物，其中一个选项便是帮她在Roblox增值!果然小朋友的钱，甚麽时候也是最好赚!
(笔者为证监会持牌人，并未持有相关股份)~
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