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植耀辉: 预期恒指续在28,200-29,500点维持较大之上落市格局
阿思达克 03-17 11:12
耀才证券研究部总监植耀辉表示,大家还记得Roblox这一间公司吗?笔者再提这间公司之原因,在於该公司上周正式於纽交所以直接上市方式登场。其业务以往已作为介绍,故不再累赘;反而其一些最新营运数据值得分享一下。截至去年9月底止,Roblox日活跃用户达3,106万,当中54%属於12岁以下,另外 13%则属於13-16岁之一群;至於以地区分布方面,北美地区使用者占比为33%,亚洲用户则大概15%。平均每天每位用户活跃时间约为2.6小时,每月会游玩约20个不同游戏。

Roblox针对的是小朋友市场,但吸金力也相当利害,於去年圣诞节期间成为收入最高之手游!虽然现时Roblox仍处亏损阶段,但笔者对其未来发展仍相当看好,亦会待股价稍为回调时考虑吸纳。

最後亦要跟进大市表现。恒指昨日上升近200点,走势上总算有所改善,只是後市要出现突破似乎亦非易事,当然本周联储局议息後声明为焦点,只是亦不难猜估其较为倾向宽松之看法;而债息去向对科技股有较大启示。不过随着美国1.9万亿救助方案出台及筹备中之2万亿基建大计,对美股应仍有较大支持,与美国经济敏感度较高之创科(00669)股价接连破顶便反映此一因素。

惟撇除此一因素,A股及北水仍是两大左右港股走势之重大因素。值得留意的是,上综指近期每逢反弹,但在升至3,450点均未能突破及企稳,此水平去年多次挑战均无功而还,直到去年最後一个交易日再成功突破,其後出现一轮升浪,最高便曾升至3,731点,所以此水平极具参考性。至於北水去向亦甚难测,资金亦未见如以往般大举吸纳腾讯(00700.HK)、美团(03690.HK)或港交所(00388.HK)等较具启示性股份。故预期恒指未来一段时间,将继续在28,200-29,500点维持较大之上落市格局。

笔者持有腾讯及港交所股份~

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