郭家耀: 港股短期料难突破 中手游(00302.HK)与B站合作利好
正荣金融业务部副总裁郭家耀称,美股周四(6日)表现向好,经济数据理想,有利大市气氛,刺激道指再创新高。市场忧虑息口向上,科技股走势相对落後,三大指数均录得升幅收市。美元走势偏软,带动金价向好,油价高位有回吐,美国十年期债息维持於1.57厘水平。港股预托证券个别发展,预料大市早段缺乏方向。
内地股市假後复市走势偏软,沪综指高开低走,收市下跌0.1%,沪深两市成交额略为增加。
港股走势反覆,大市早段一度急升超过300点,其後跟随内地股市回落,尾市再度发力向上,大市成交有所增加。传统类股份表现向好,新经济股普遍偏软,指数短期未有突破动力,预料继续於28,000至29,000点水平上落。
另中手游(00302.HK)早前公布向哔哩哔哩(09626.HK)及其他两名认购人Wide Fortune及Century Network合共配售2.579亿股股份,占扩大後股本之9.32%,当中哔哩哔哩认购1.98亿股,占其中经扩大後已发行股本7.15%,涉6.53亿元,每股认购价为3.3元。公司预计配售所得款项净额为8.49亿元,将用於进一步提升其IP游戏发行及开发业务,并认为认购事项是为公司筹集资金同时扩大其股东及资本基础的机会。
此外,公司与哔哩哔哩订立业务合作协议,於哔哩哔哩认购协议完成後三年期间及倘哔哩哔哩持有不少於5%的已发行股份总数,对於集团开发或授权的若干游戏的独占性授权运营以及集团在若干情形下就集团的IP向第三方授出独占性授权而言,哔哩哔哩享有优先合作权。同样,哔哩哔哩同意与公司进行友好磋商,以使公司能在订明的业务领域拥有优先权。公司加强与B站合作,可谓融合两家公司所长,达致最佳协同效益,有利中手游业务前景。
(笔者为证监会持牌人,没持有上述股份)~
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