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郭家耀: 近收炉港股料难突破 手游开发商收入续强
阿思达克 12-10 10:51
正荣金融业务部副总裁郭家耀称,美股周三(9日)先升後跌,疫苗面世消息刺激大市早段向上,再创历史新高。其後受科技股反垄断指控消息拖累,三大指数倒跌收市。美元先跌後回升,金价表现受压,油价走势向下,美国十年期债息回升至0.93厘水平。港股预托证券普遍向下,预料大市早段跟随外围低开。

内地股市走势偏软,沪综指收市下跌1.1%,失守3,400点水平,沪深两市成交额亦有所反弹。

港股跟随外围回暖,指数在金融及科技股带领下向好,一度收复十天及廿天平均线水平,其後高位有获利回吐,升幅有所收窄,大市成交亦保持清淡。外围走势现反覆,加上临近年底市场资金未算充裕,部分更转投新股市场,预料指数短期难有突破,继续於26,000至27,000点水平上落。

另根据Sensor Tower最新报告指出,11月份内地App Store 手游收入排行榜中,腾讯(00700.HK)旗下游戏稳占首三位,当中《王者荣耀》及《和平精英》PUBG Mobile分别排首两位,而在10月中上市的《天涯明月刀》截至11月底预估收入达到1.8亿美元,排名第三。计及全球 App Store 和 Google Play 的收入排名,《王者荣耀》上月累计吸金4.67亿美元,排名第一;米哈游《原神》吸金3.9亿美元,排名第二;至於腾讯的《PUBG Mobile》则受累印度市场封杀,收入仅得3.84亿美元,排名第三。

内地30间手游发行商上月全球吸金20.1亿美元,占当期全球手游总收入30.2%。11月份中国手游发行商全球收入排行榜前三分别为腾讯、网易 (09999.HK)、米哈游。其中,米哈游《原神》9月底全球跨平台同步发行,过去两个月在手机的预估收入已接近4亿美元,日均收入超过600万美元。受惠《原神》表现,米哈游收入达到去年11月的7.8倍,稳居本期中国手游发行商收入榜前三。数据显示,内地手游开发商收入表现持续强劲,腾讯仍然稳坐第一把交椅,难怪股价表现持续坚挺。

(笔者为证监会持牌人,没持有上述股份)~

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