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郭家耀: 港股或下试29,800 手游营收强劲支持行业估值
阿思达克 02-23 09:54
正荣金融业务部副总裁郭家耀称,美股周一(22日)个别发展,美国国债孳息持续上升,投资者风险胃纳受影响,大市早段显着受压,道指一度急挫超过200点,尾市大幅回稳,并倒升收市。科技股显着向下,标普500指数及纳指均录得跌幅收市。美元表现持续向下,美国十年期债息上升至1.35厘水平,金价低位温和反弹,油价亦受供应消息刺激而向上。港股预托证券普遍偏软,预料大市早段跟随外围低开。

内地股市持续下滑,沪综指高开低走,并以全日低位收市,收市下跌1.4%,沪深两市成交额进一步增加。港股走势先高後低,指数一度突破31,000点水平,其後升幅显着收窄,午後沽压加剧,并以接近全日低位收市,成交更创历史新高水平。市场忧虑通胀重临带动债息向上,影响股市吸引力。新经济股普遍受压,预料短期趋势持续,指数或下试29,800点支持,31,000点水平成为短期阻力位。

另根据调查机构Sensor Tower 数据,今年1月份全球手机游戏营收排行第一是腾讯(00700.HK)旗下《王者荣耀》,录得2.673 亿美元收入,较去年1月增长约22%,其中97%来自中国,其次是泰国的1%。腾讯的《PUBG Mobile》则是1月全球手机游戏营收排名第二的游戏,总营收超过 2.59 亿美元,较去年1月增长26%。约有60%的营收来自中国版本《和平菁英》,接着则是美国地区的9.8%。第三、四、五名分别是Sony旗下Aniplex推出的《Fate/Grand Order》、米哈游的《原神》以及Roblox Corporation 的《Roblox》。《原神》在全球取得良好成绩,在1月产生约1.534亿美元的营收,营收分布方面则以日本地区的 33% 居冠,其次是中国的25.7%以及美国的17.4%。整体游戏营收表现持续强劲,支持行业估值持续高企。

(笔者为证监会持牌人,没持有上述股份)~

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