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郭家耀: 新经济股领升惟交投清淡 B站(09626.HK)变现能力改善
阿思达克 05-18 09:54
正荣金融业务部副总裁郭家耀称,美股周一(17日)表现向下,连日反弹後大市出现回吐,三大指数均录得跌幅收市。美元轻微偏软,金价及油价走势向好,美国十年期债息回升至1.65厘水平。港股预托证券普遍向好,预料大市早段跟随高开。

内地股市表现向上,沪综指高开高走,收市上升0.7%,重上3,500点水平,沪深两市成交额一步增加。

港股走势改善,新经济股带领大市上升,指数企稳28,000点水平,但成交维持清淡。市场观望企业业绩消息,预料大市维持上落格局,指数继续於27,500至28,500点水平徘徊。

另哔哩哔哩(B站)(09626.HK)公布首季业绩,期内经调整净亏损为6.66亿元人民币(下同),较去年同期的4.75亿元有所扩阔,但优於市场预期。期内营业额39亿元,按年升68.5%,当中移动游戏营业额为11.71亿元,上升2%;增值服务营业额14.97亿元,上升89%;广告营业额7.15亿元,急升234%;电商及其他营业额为5.19亿元,大幅上升230%。

首季公司月均活跃用户达2.23亿户,移动端月活用户达2.09亿户,分别按年上升30%及33%,而期内日均活跃用户达6,010万户,按年增长18%,平均每月付费用户则达2,050万,按年增长53%。公司预计第二季收入将介乎42.5亿至43.5亿元,较首季进一步增长。公司持续交出强劲增长,活跃用户及付费用户提升,变现能力加强,未来业务前景继续睇好。

(笔者为证监会持牌人,没持有上述股份)~

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