港股通持續加碼中手遊(0302.HK) 單日增持312.8萬股
1月21日,南向資金增持中手遊(0302.HK)312.8萬股。截至21日收盤,港股通共持有中手遊1.95億股,佔流通股7.02%。港股通17日~21日一週合計淨增持中手遊801.6萬股,持股比例自6.9%提升至7.02%。對比每週資金進出情況,港股通呈現出持續加碼中手遊趨勢。
市場消息方面,受18日微軟擬以687億美元收購持有《魔獸世界》、《使命召喚》等知名IP的遊戲公司動視暴雪影響,顯示出微軟進一步豐富遊戲產品矩陣與IP儲備,深化遊戲業務戰略協同,元宇宙內容再填充。分析人士認為,海外遊戲巨頭高溢價被收購有望抬升遊戲板塊整體估值,優質遊戲內容上游廠商價值凸顯。
據瞭解,中手遊擁有中國遊戲公司中最大的IP儲備,共118個IP。旗下知名自有IP包括《仙劍奇俠傳》、《軒轅劍》、《大富翁》等。另公司已官宣佈局“仙劍元宇宙”,並進一步落實作為元宇宙落地重要入口的遊戲業務,擬於2023年推出已立項開發兩年的自研遊戲《仙劍奇俠傳:世界》,該遊戲定位覆蓋多設備跨平台遊戲,並將結合區塊鏈NFT技術等。公司於21日推出的NFT仙劍IP數字藏品開賣後一秒售罄。
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