郭家耀: 外圍喘定港股氣氛仍謹慎 騰訊(00700.HK)遊戲營收突出
正榮金融業務部副總裁郭家耀稱，美股周一先跌後反彈，大市早段受市場憂慮第二波疫情爆發影響，道指一度急挫超過700點，其後聯儲局宣布擴大刺激措施，紓緩企業信貸情況，刺激大市由低位反彈，三大指數收市均錄得升幅。美元繼續轉弱，美國十年期債息回升至0.70厘水平，油價及金價表現亦向好。港股預託證券大致向好，預料大市早段跟隨外圍高開。
內地股市跟隨外圍偏軟，滬綜指衝高回落，收市下跌1%，失守2,900點水平，滬深兩市成交額亦明顯增加。
港股走勢反覆向下，市場憂慮第二波疫情影響經濟復甦，指數失守24,000點水平，大市成交亦顯著增加。外圍稍為喘定，有助大市略為反彈，但整體氣氛仍然謹慎，憂慮疫情發展，預料指數維持於23,500至24,500點水平上落。
另數據分析公司Sensor Tower日前公布，以App Store及Google Play下載量統計，5月份抖音及其海外版TikTok以近1.12億次下載量，位列全球移動非遊戲應用下載榜冠軍，較2019年同期增長一倍。印度仍是該應用下載量最大的市場，佔比為20%，其次是美國，佔比9.3%。ZOOM以9,460萬次下載排名第二，是2019年同期的43倍。美國和印度是該應用最大的市場，均貢獻17%的下載量。排名前五的另外三款應用依次是WhatsApp，Facebook和Messenger。
遊戲方面，5月份全球手機遊戲營收排名出爐，其中全球營收最高的手機遊戲為騰訊(00700.HK)的《PUBG Mobile》，營收超過2.26億美元，去年同期增長41%，其中約有53%的營收來自中國，其次則是美國的10.2%以及沙地阿拉伯的5.5%。同樣來自騰訊的《王者榮耀》則位居第二，預估總營收為2.045億美元，去年同期增長約42%，其中有95%營收來自中國，2.2%來自泰國。排名第三四五名分別是Roblox Corporation推出的《Roblox》、Mixi的《怪物彈珠》以及Moon Active 的《Coin Master》。
數據顯示騰訊旗下遊戲營收表現繼續突出，難怪股價走勢持續強勁。抖音在海外發展勢頭理想，市場給予的估值超過1,000億美元，大家宜密切注視其動向。
(筆者為證監會持牌人，沒持有上述股份)~
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