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郭家耀: 市場回暖新經濟股續彈 未成年人手遊規管影響中性
獨立股評人郭家耀稱,美股周四(2日)表現向好,美國經濟數據理想,帶動大市繼續向上,標普500指數及納指再創歷史新高。美元反覆回落,金價表現偏軟,油價走勢向上,美國十年期債息回落至1.28厘水平。港股預託證券大致偏軟,預料大市早段輕微低開。內地股市向好,滬綜指低開高走,收市上升0.8%,滬深兩市成交額略為減少。 港股走勢繼續向上,指數高開後曾高見26,300點水平,其後有回吐壓力,在26,000點水平爭持,收市錄得溫和升幅,大市成交保持活躍。市場氣氛改善,新經濟股持續反彈勢頭,有利大市反覆向好,預料指數維持於25,500至26,500點水平上落。 另國家新聞出版署日前下發《關於進一步嚴格管理切實防止未成年人沉迷網絡遊戲的通知》,針對未成年人過度使用甚至沉迷網絡遊戲問題,進一步嚴格管理措施,堅決防止未成年人沉迷網絡遊戲,切實保護未成年人身心健康。《通知》要求,嚴格限制向未成年人提供網絡遊戲服務的時間,所有網絡遊戲企業僅可在周五、周六、周日和法定節假日,每日晚上8時至9時向未成年人提供一小時服務,其他時間均不得以任何形式,向未成年人提供網絡遊戲服務;嚴格落實網絡遊戲使用者賬號實名註冊和登錄要求,不得以任何形式向未實名註冊和登錄的使用者提供遊戲服務;各級出版管理部門要加強對防止未成年人沉迷網絡遊戲有關措施落實情況的監督檢查,對未嚴格落實的網絡遊戲企業,依法依規嚴肅處理。通知提出,要積極引導家庭、學校等社會各方面,共管共治,依法履行未成年人監護責任,為未成年人健康成長營造良好環境。由於未成年玩家僅佔手遊公司的流水賬一小部分,今次政策影響未算太大,股價普遍未有顯著受壓。 (筆者為證監會持牌人,沒持有上述股份)~
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