郭家耀: 内地数据亮眼憧憬疫苗进展 港股料上试26,500阻力
正荣金融业务部副总裁郭家耀称,美股周一(16日)表现向好,肺炎疫苗研发取得理想进展,刺激大市走高,道指曾创历史新高,三大指数均录得显着升幅收市。美元走势偏软,油价显着向好,金价则受避险需求下滑而受压,美国十年期债息回升至0.91厘水平。港股预托证券个别发展,预料大市早段温和高开。
内地股市走势向上,宏观经济数据表现理想,带动市场气氛,沪综指收市上升1.1%,沪深两市成交额亦有所增加。
港股继续维持理想走势,指数於26,000点以上水平徘徊。内地经济数据表现理想,加上肺炎疫苗消息刺激,预料有助大市表现,指数有望进一步挑战26,500点阻力,下方支持在25,800点水平。
另调查机构Sensor Tower发表的报告指,游戏开发商米哈游旗下手游「原神」登10月全球手游收入榜首,期内收入达2.39亿美元,当中有31%收入是来自中国,另外分别有24.5%及19%收入是来自日本及美国。「原神」在9月底才正式推出,10月份就登上营收榜首,推出首周营收就达6,000万美元,印证中资游戏发行商不仅能在中国大赚,在海外市场亦逐渐成功。而腾讯(00700.HK)旗下的「王者荣耀」及「PUBG Mobile」则分别排全球手游收入榜第二及第三位,「王者荣耀」营收按年升65.5%至2.25亿美元,当中有96%收入来自中国,1.4%收入来自台湾。腾讯旗下新游戏「天涯明月刀」在10月15日推出,已经跻身全球手游营收榜的第九位,仅在中国市场推出两星期收入已接近8,600万美元,潜力相当可观。内地手游开发商不仅在内地取得成功,面向海外市场亦表现理想,未来业务展望仍然乐观。
(笔者为证监会持牌人,没持有上述股份)~
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