郭家耀: 港股或下試29,800 手遊營收強勁支持行業估值
正榮金融業務部副總裁郭家耀稱,美股周一(22日)個別發展,美國國債孳息持續上升,投資者風險胃納受影響,大市早段顯著受壓,道指一度急挫超過200點,尾市大幅回穩,並倒升收市。科技股顯著向下,標普500指數及納指均錄得跌幅收市。美元表現持續向下,美國十年期債息上升至1.35厘水平,金價低位溫和反彈,油價亦受供應消息刺激而向上。港股預託證券普遍偏軟,預料大市早段跟隨外圍低開。
內地股市持續下滑,滬綜指高開低走,並以全日低位收市,收市下跌1.4%,滬深兩市成交額進一步增加。港股走勢先高後低,指數一度突破31,000點水平,其後升幅顯著收窄,午後沽壓加劇,並以接近全日低位收市,成交更創歷史新高水平。市場憂慮通脹重臨帶動債息向上,影響股市吸引力。新經濟股普遍受壓,預料短期趨勢持續,指數或下試29,800點支持,31,000點水平成為短期阻力位。
另根據調查機構Sensor Tower 數據,今年1月份全球手機遊戲營收排行第一是騰訊(00700.HK)旗下《王者榮耀》,錄得2.673 億美元收入,較去年1月增長約22%,其中97%來自中國,其次是泰國的1%。騰訊的《PUBG Mobile》則是1月全球手機遊戲營收排名第二的遊戲,總營收超過 2.59 億美元,較去年1月增長26%。約有60%的營收來自中國版本《和平菁英》,接著則是美國地區的9.8%。第三、四、五名分別是Sony旗下Aniplex推出的《Fate/Grand Order》、米哈遊的《原神》以及Roblox Corporation 的《Roblox》。《原神》在全球取得良好成績,在1月產生約1.534億美元的營收,營收分布方面則以日本地區的 33% 居冠,其次是中國的25.7%以及美國的17.4%。整體遊戲營收表現持續強勁,支持行業估值持續高企。
(筆者為證監會持牌人,沒持有上述股份)~
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