郭家耀:港股累積升幅較大或整固 嗶哩嗶哩(09626.HK)季績勝預期
港灣家族辦公室業務發展總監郭家耀稱,美股週四(22日)個別發展,美債息仍受市場關注,道指及標普500指數反覆低收,科技股表現向好,納指逆市上升。美元低位反彈,美國十年期債息回落至4.52釐水平,金價表現向好,油價持續受壓。港股預託證券變動不大,預料大市早段缺乏方向。
內地股市昨日下跌,滬綜指反覆低收,收市下跌0.2%,滬深兩市成交額維持相若水平。
港股跟隨外圍回吐,指數低見23,400點水平,尾市跌幅稍爲收窄,整體成交繼續清淡。投資者觀望外圍債息表現,加上近日累積升幅較大,短期或作出整固。不過,市場氣氛向好,預料大市回吐壓力不大,指數繼續於23,000至24,000點水平徘徊。
另嗶哩嗶哩-W(09626.HK)公佈首季業績,期內經調整淨利潤3.62億元人民幣(下同),扭轉去年同期經調整淨虧損4.56億元;首季營業總額70.0億元,按年上升23.6%。公司日均活躍用戶數達1.07億,月均活躍用戶數則以3.68億刷新歷史紀錄。隨着用戶羣體日趨成熟,用戶的平均年齡達26歲,用戶保持高度參與,展現出不斷增強的消費力。用戶的日均使用時長達到新高的108分鐘,月均付費用戶數亦達到3,200萬的歷史新高。
公司將過提供更高效、更優質的商業化解決方案持續釋放潛力。高毛利的廣告及遊戲業務表現出色,營業額分別按年增長20%及76%,帶動毛利率亦從去年同期的28.3%上升至36.3%。策略手遊《三國:謀定天下》的出色表現,管理層期望這款手遊能實現5年或以上的穩健商業週期,賽季是長線營運的重要手段,通過每個賽季的內容更新和遊戲迭代吸引新用戶。受惠遊戲業務表現強勁,整體業績表現優於預期,後市展望仍樂觀。
(筆者爲證監會持牌人,本人及相關人士沒持有上述股份)~
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