郭家耀:港股乏力观望气氛浓内地手游行业料迈复苏期
正荣金融业务部副总裁郭家耀称,美股周二(9日)个别发展,市场继续观察中美贸易谈判进展,市况进入好淡争持局面,三大指数收市升跌不一。联储局主席鲍威尔将在国会听证会发表讲话,美元走势靠稳,美国十年期债息进一步回升至2.06厘水平,油价及金价表现向好。港股预托证券大致向好,预料大市早段跟随高开。内地股市持续向下,市场焦点继续放在科创板新股发行,沪综指收市下跌0.2%,沪深两市成交额进一步萎缩至3,518亿元人民币。
港股表现乏力,大市观望气氛浓厚,加上企业盈警消息较多,利淡指数表现。未有新利好消息出现前,预料指数继续於28,000点至28,600点水平横行。
另调查机构艾瑞谘询发表报告,表示中国移动游戏市场去年增速亦为历史最低,去年收入增长10.5%至1,646亿元人民币(下同),用户规模达6.26亿人,按年增长3.8%。不过,由於游戏版号发放暂缓,去年中国在全球游戏市场规模的占比近六年来首次下跌,较2017年下降6个百分点至27%。
游戏厂商更注重旧游戏的品质及营运,去年登上苹果应用商店的畅销游戏数量为三年来最多。腾讯(00700.HK)旗下大热手游《王者荣耀》上线近四年,仍维持强劲的生命力,截至今年3月底其产品渗透率仍居首位,达18.2%。腾讯旗下生存射击类游戏《绝地求生:刺激战场》紧随其後,达13.1%。若以游戏厂商的营收能力计算,腾讯去年移动游戏收入按年增长近两成至778亿元,高居榜单首位,网易则以285亿元位居亚军。
以游戏类型看,射击类或多人在线战术竞技游戏产品数量较少,却占据极高的市场份额,反映这类「大制作、大营销、大IP」的游戏更容易获得成功。随着游戏版号重新发放,预料内地手游行业进入复苏期,业绩有望大幅回暖,利好股价表现。
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