郭家耀: 近收爐港股料難突破 手遊開發商收入續強
正榮金融業務部副總裁郭家耀稱,美股周三(9日)先升後跌,疫苗面世消息刺激大市早段向上,再創歷史新高。其後受科技股反壟斷指控消息拖累,三大指數倒跌收市。美元先跌後回升,金價表現受壓,油價走勢向下,美國十年期債息回升至0.93厘水平。港股預託證券普遍向下,預料大市早段跟隨外圍低開。
內地股市走勢偏軟,滬綜指收市下跌1.1%,失守3,400點水平,滬深兩市成交額亦有所反彈。
港股跟隨外圍回暖,指數在金融及科技股帶領下向好,一度收復十天及廿天平均線水平,其後高位有獲利回吐,升幅有所收窄,大市成交亦保持清淡。外圍走勢現反覆,加上臨近年底市場資金未算充裕,部分更轉投新股市場,預料指數短期難有突破,繼續於26,000至27,000點水平上落。
另根據Sensor Tower最新報告指出,11月份內地App Store 手遊收入排行榜中,騰訊(00700.HK)旗下遊戲穩佔首三位,當中《王者榮耀》及《和平精英》PUBG Mobile分別排首兩位,而在10月中上市的《天涯明月刀》截至11月底預估收入達到1.8億美元,排名第三。計及全球 App Store 和 Google Play 的收入排名,《王者榮耀》上月累計吸金4.67億美元,排名第一;米哈游《原神》吸金3.9億美元,排名第二;至於騰訊的《PUBG Mobile》則受累印度市場封殺,收入僅得3.84億美元,排名第三。
內地30間手遊發行商上月全球吸金20.1億美元,佔當期全球手遊總收入30.2%。11月份中國手遊發行商全球收入排行榜前三分別為騰訊、網易 (09999.HK)、米哈游。其中,米哈游《原神》9月底全球跨平台同步發行,過去兩個月在手機的預估收入已接近4億美元,日均收入超過600萬美元。受惠《原神》表現,米哈游收入達到去年11月的7.8倍,穩居本期中國手遊發行商收入榜前三。數據顯示,內地手遊開發商收入表現持續強勁,騰訊仍然穩坐第一把交椅,難怪股價表現持續堅挺。
(筆者為證監會持牌人,沒持有上述股份)~
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