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郭家耀: 憧憬通脹見頂美股反彈 港股受惠內地刺激措施憧憬
安里資產管理董事總經理郭家耀稱,美股周三(13日)表現向好,市場憧憬通脹即將見頂回落,債息掉頭向下,帶動大市反彈,三大指數均錄得顯著升幅收市。美元由高位回落,美國十年期債息亦回落至2.70厘水平,金價反覆向好,油價亦顯著反彈。港股預託證券大致向好,預料大市早段跟隨高開。 內地股市昨日向下,滬綜指低開低走,收市下跌0.8%,滬深兩市成交額明顯縮減。 港股近日表現好淡爭持,指數在21,000點樓上徘徊,成交再創近日新低水平。外圍局勢不明朗,投資者多採取觀望策略,國務院預告將採取更多措施支持經濟,有利大市氣氛,預料指數可繼續穩守21,000點水平,反彈阻力在22,000點附近。 另國家廣電總局已下發2022年首批網絡遊戲版號,相隔8個多月後再次發放遊戲版號。已有部分遊戲公司收到該版號核發單,根據核發單顯示的資訊,本批次版號審批通過時間為本月8日。今次獲批的45款遊戲中,5款為客戶端遊戲,一款Switch主機遊戲,其餘39款均為移動遊戲。上述名單包含心動公司(02400.HK)的《派對之星》、創夢天地(01119.HK)的《小心火燭》及百度(09888.HK)旗下《進擊的兔子》。金山軟件(03888.HK)旗下西山居開發的電腦遊戲《劍網3緣起》、游族網絡手遊《少年三國志:口袋戰役》及三七互娛的《夢想大航海》。相信遊戲公司已有相應的措施防止未成年玩家沉迷網遊,版號重啟對行業屬正面利好,預料將有更多不同類型的遊戲獲批,有助提振投資者信心,帶動板塊估值回升。 (筆者為證監會持牌人,沒持有上述股份)~
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