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內地重啟遊戲版號審批 遊戲股普遍逆升但高位遇壓
內地時隔8個月重啟遊戲版號審批,里昂認為,雖然今次45款網遊獲批企業並沒有騰訊(00700.HK)、網易(09999.HK)及嗶哩嗶哩(09626.HK)旗下遊戲,然而這是一個好的開始,顯示內地網遊監管環境正常化標誌。大摩也指,內地重啟遊戲版號,意味著互聯網行業監管出現拐點。 上述消息刺激於美國上市網遊中概股昨晚反彈,其中嗶哩嗶哩(BILI.US)ADR昨晚反彈7.2%,網易(NTES.US)ADR反彈2.1%。本港的嗶哩嗶哩及藍籌網易股價分別終止三連跌及四連跌,最多漲15%及6.5%高見215元及151.6元,現報200.4元及146.7元,回升7.2%及3%。 再回購的騰訊(00700.HK)終止四連跌,股價曾重越20天線(370.8元),最多升5.4%高見372.6元,現報360元,回升1.8%。 心動(02400.HK)旗下遊戲獲批,該股承昨天倒升結束三連跌勢,今早一舉突破20天、50天及10天線,最多飆升24%高見29.4元,現報25.05元,升5.7%,成交急增至2,161萬股。旗下遊戲獲批的金山軟件(03888.HK)終止四連跌,股價曾漲逾6%高見23.9元,現報22.8元,回升1.3%。 其餘遊戲股以飛魚科技(01022.HK)升幅最大,股價終止兩連跌重越10天線,最高見0.345元,現報0.32元,回升8.5%。IGG(00799.HK)也終止四連跌,股價由逾兩年低位回升曾挑戰10天線(3.62元),最高見3.63元,現報3.38元,回升6.3%,成交增至727萬股。百奧(02100.HK)高見0.52元,現報0.495元,回升7.6%。 國家新聞出版署官網昨日發佈信息顯示,4月首批國產遊戲版號下發,共45款國產遊戲獲批,為去年7月以來暫停核發審後再次重啟。獲批45款遊戲包括遊族網絡《少年三國志:口袋戰役》、金山軟件(03888.HK)旗下西山居《劍網3緣起》、心動網絡《派對之星》、吉比特子公司雷霆網絡的《塔獵手》及百度網訊科技的《進擊的兔子》等。 恆指今早在新經濟股帶動回升221點或1%高見21,429無以為繼,在各分類指數均跌0.6%-1.3%拖累,掉頭低見21,011,現報21,040,倒跌167點或0.8%,成交額581億元。
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