郭家耀: 港股短期料遇壓 騰訊(00700.HK)手遊吸金力強
正榮金融業務部副總裁郭家耀稱,美股上周五(14日)繼續個別發展,中美推遲貿易會議,未有影響市場情緒,美國上月經濟數據遜預期,投資者保持觀望態度,三大指數收市升跌不一。美元走勢持續偏軟,美國十年期債息輕微回落,油價及金價表現亦向下。港股預託證券普遍偏軟,預料大市早段跟隨低開。
內地股市先跌後回升,7月份宏觀經濟數據表現未如理想,拖累大市早段表現,其後有資金趁低吸納,滬綜指收市上升1.2%,滬深兩市成交額繼續保持低企。
港股表現繼續反覆,指數維持於25,000點水平爭持,成交亦有所減少。外圍市況未有方向,內地經濟數據表現平平,加上恆指季檢結果,令部分藍籌股比重下調,對短期大市走勢有一定壓力,預料指數將繼續於24,500至25,500點水平上落。
另據調查機構Sensor Tower發表的報告表示,7月份騰訊(00700.HK)旗下《PUBG Mobile》及《王者榮耀》營收全球排名頭兩位,當中《PUBG Mobile》收入按年上升10.8%至2.09億美元,當中有56.6%是來自中國版本的《和平精英》,而來自美國的收入則佔10%。排名第二的《王者榮耀》收入按年上升34.8%至1.92億元,當中有94%收入來自中國。單看海外收入的話,《PUBG MOBILE》第14賽季於7月14日開啟,其收入增長至9,000萬美元,是上市至今收入排名第二高的月份。
在後疫情時期,隨著玩家逐漸回復正常生活,《PUBG MOBILE》推出15分鐘一局的新地圖,以適應玩家碎片時間娛樂需求。網易《荒野行動》本期遊戲吸金近6,300萬美元,創歷史新高,表現亦相當出色。手遊收入持續強勁,有助帶動相關公司股價表現。
(筆者為證監會持牌人,沒持有上述股份)~
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