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郭家耀: 新經濟股領升惟交投清淡 B站(09626.HK)變現能力改善
阿思達克 05-18 09:54
正榮金融業務部副總裁郭家耀稱,美股周一(17日)表現向下,連日反彈後大市出現回吐,三大指數均錄得跌幅收市。美元輕微偏軟,金價及油價走勢向好,美國十年期債息回升至1.65厘水平。港股預託證券普遍向好,預料大市早段跟隨高開。

內地股市表現向上,滬綜指高開高走,收市上升0.7%,重上3,500點水平,滬深兩市成交額一步增加。

港股走勢改善,新經濟股帶領大市上升,指數企穩28,000點水平,但成交維持清淡。市場觀望企業業績消息,預料大市維持上落格局,指數繼續於27,500至28,500點水平徘徊。

另嗶哩嗶哩(B站)(09626.HK)公布首季業績,期內經調整淨虧損為6.66億元人民幣(下同),較去年同期的4.75億元有所擴闊,但優於市場預期。期內營業額39億元,按年升68.5%,當中移動遊戲營業額為11.71億元,上升2%;增值服務營業額14.97億元,上升89%;廣告營業額7.15億元,急升234%;電商及其他營業額為5.19億元,大幅上升230%。

首季公司月均活躍用戶達2.23億戶,移動端月活用戶達2.09億戶,分別按年上升30%及33%,而期內日均活躍用戶達6,010萬戶,按年增長18%,平均每月付費用戶則達2,050萬,按年增長53%。公司預計第二季收入將介乎42.5億至43.5億元,較首季進一步增長。公司持續交出強勁增長,活躍用戶及付費用戶提升,變現能力加強,未來業務前景繼續睇好。

(筆者為證監會持牌人,沒持有上述股份)~

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