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恆騰網絡(0136.HK)漲幅擴大至超50% 新增付費用户飆升釋利好
格隆匯 02-08 13:41

2月8日,恆騰網絡(0136.HK)大幅跳空高開,此後股價一路走高,中午收盤大漲37%報7.8港元,午後漲幅進一步至51.41%報8.6港元。

消息面利好是股價飆升的催化劑。恆騰網絡昨日公吿,旗下南瓜電影APP一月新增註冊會員85.8萬人,新增付費會員91.5萬人。截至1月末,南瓜電影累計註冊會員3610.7萬人,付費訂閲用户592.7萬人。自恆騰網絡去年10月宣佈收購以來,南瓜電影用户數量持續爆發式增長,已成為國內最火的流媒體平台之一。

流媒體已成為全球資本追捧的賽道之一,專注於長視頻的美國流媒體巨頭Netflix市值近1.9萬億港元,專注於短視頻的快手(1024.HK)市值9698億港元。分析認為,恆騰網絡在長視頻領域已建立明顯優勢,但市值僅為Netflix的1/26,快手的1/13。隨着用户數量持續高速增長,恆騰網絡市值超越快手,比肩Netflix值得期待。

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