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郭家耀: 港股短期料拉鋸 騰訊(00700.HK)防沉迷新規影響有限
阿思達克 05-20 09:38
正榮金融業務部副總裁郭家耀稱,美股周二(19日)回落,市場質疑新官肺炎疫苗成效,拖累大市向下,三大指數均錄得跌幅收市。美元走勢偏軟,美國十年期債息回落至0.69厘水平,油價繼續向好,金價低位有反彈。港股預託證券普遍向下,預料大市早段跟隨外圍低開。

內地股市高開高走,滬綜指收市上升0.8%,滬深兩市成交額略為縮減,市場觀望兩會消息,預期刺激經濟政策陸續出台,有利大市氣氛。

港股跟隨外圍造好,指數再度上試高位阻力,新經濟股表現較為突出。股份傾向個別發展下,預料短期市況維持好淡爭持局面,指數將於23,500至24,500點水平徘徊。

另騰訊(00700.HK)旗下皇牌遊戲《王者榮耀》日前發公告表示,已陸續接入未成年人防沉迷新規,未成年用戶每晚十時至翌晨八時禁玩,每日限玩1.5小時,法定假期可每日限玩3小時。另外,遊戲亦對限制「課金」額,8至15歲人士每月最多只可課金200元人民幣,16歲以上未成年用戶每月最多400元人民幣。

另外,在iOS遊客體驗模式下,同一台硬件設備15天內累計遊戲時長不超過1小時,並且無法「課金」。國家新聞出版署於去年11月發布《關於防止未成年人沉迷網路遊戲的通知》,指出遊戲產業防沉迷標準。及後,騰訊旗下多款遊戲實施網路遊戲賬號實名制度,控制未成年人遊戲時段時長及消費金額,今次規則與國家新聞出版署所發通知一致。

根據內地數據營運商QuestMobile去年6月的調查,目前內地僅有7.6%的遊戲用戶低於18歲,今次的用戶限制對騰訊實際影響有限。而且,由騰訊主動提出用戶限制,影響較監管層推出一刀切的政策輕微。雖然消息對騰訊一度股價帶來壓力,但預料影響不會持續太長時間。

(筆者為證監會持牌人,沒持有上述股份)~

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