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官媒發文指遊戲產業對國家佈局具重要意義 惟遊戲股高位普遍遇壓 祖龍續漲12%
官媒發文指遊戲產業對國家佈局和科技創新具重要意義,A股網絡遊戲及手遊概念股今天逆市追升4%-5%。然而,於本港上市遊戲股繼昨天尾市幾乎集團抽升後,今天普遍回吐,尤其是心動(02400.HK)承昨天急漲17%勢,今早高開見24.05元(受制昨天尾市所造高位24.25元),掉頭曾挫16%低見19.88元獲承接,現報22.25元,倒跌6.5%,成交續增至1,567萬股。 飛魚科技(01022.HK)、中手游(00302.HK)及百奧(02100.HK)繼昨天高收抽升10%-15%後,今早高開分別見0.385元、1.96元及0.49元遇阻,掉頭低見0.325元、1.57元及0.425元,現報0.345元、1.69元及0.45元,倒跌2.8%-6.3%。 網龍(00777.HK)、青瓷遊戲(06633.HK)、創夢天地(01119.HK)及IGG(00799.HK)承昨天高收升近3%-6%勢,今早高開分別見15.26元、5.61元、4.55元及3.05元遇阻,現報14.74元、5.39元、4.1元及2.75元,倒跌逾2.5%-5%。 嗶哩嗶哩或B站(09626.HK)繼昨天漲逾6%後,今天扭四連漲,最低見111.9元,現報120.4元,回吐3.1%。天鴿(01980.HK)及金山軟件(03888.HK)吐近3%分別報0.67元及25.65元。 未能獲暴雪娛樂延長於中國大部分遊戲業務的網易(09999.HK)扭四連漲,股價曾急挫近15%失守10天線(101.2元),最低見97.2元,現報102.6元,急吐9.8%。 然而,季度盈利勝預期獲多間大行維持正面看法騰訊(00700.HK)宣布實物分派美團(03690.HK)股份作為中期股息,該股承過去四連漲勢,最高見299.4元創兩個月高遇阻,掉頭曾倒跌4.5%低見281.2元獲承接,現報297.6元,反覆續升1.1%。 祖龍娛樂(09990.HK)承昨天高收飆升漲27%勢,今早進一步升至4.99元,創逾三個月高,現報4.7元,續升12%,成交續增至2,915萬股,創逾年半高。雲遊(00484.HK)繼昨天回升逾4%後,今天續升6.7%報0.8元。博雅互動(00434.HK)回升2.8%曾高見0.4元。 官媒《人民網》刊出評論文章指,從日本、南韓及加澳等多個國家紛紛加快佈局電子遊戲產業,到歐洲議會最新通過重視發展電子遊戲產業的決議,證明電子遊戲早已擺脫娛樂產品的單一屬性,成為對一個「國家產業佈局、科技創新具有重要意義」的行業,形容值得重視和深度挖掘其潛在價值。實際上,憑借蓬勃的發展態勢,遊戲產業助力多個產業釋放數字經濟新動力,在5G、芯片及AI等先進技術及產業發展中發揮重要作用。因此,在其他國家和國際科技巨頭抓緊搶佔先機布局的背景下,對於電子遊戲產業應予以更更客觀及多元的認知,推進電子遊戲產業健康發展時,需監管與發展並重,促進產業釋放經濟、文化與科技價值。
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