郭家耀: 科网股惹憧憬港股分化 微信变现能力增利好腾讯(00700.HK)
正荣金融业务部副总裁郭家耀称,美股周二(25日)个别发展,科技股继续强势,标普500指数及纳指再创历史新高,传统类股份表现受压,道指逆市向下。美元走势持续偏软,美国十年期债息回升至0.68厘水平,油价温和向好,金价则轻微下滑。港股预托证券普遍向上,预料大市早段跟随高开。
内地股市先升後回,中美就首阶段贸易协议进行对话,会面气氛理想,带动沪综指早段造好,午後表现回落,收市下跌0.3%,沪深两市成交额保持清淡。
港股高位反覆整固,股份倾向个别发展,大市成交未算活跃。市场继续看好科网股表现,有利市况向好,预料後市仍有望上试更高水平,指数短期维持於25,000至25,800点水平上落。
另美国总统特朗普早前签署行政命令,在45天後限制美国企业及个人进行与微信相关的交易。当局正在研究实施禁令的技术层面问题,以及美国企业可否在美国以外的全球应用商店提供微信下载。外电报道,华府暗示包括苹果等美国公司可以继续在中国使用微信,消息有助纾缓市场部分忧虑,减轻腾讯(00700.HK)股价压力。
另一方面,腾讯旗下微信小游戏团队披露最新数据,2020年上半年小游戏月活跃用户较去年下半年增长16%,商业变现则较去年下半年增长18%。微信小游戏团队表示,截至今年7月,小游戏整体流量按年增长80%,月广告分成超过百万的游戏达39款,日均通过小游戏推广带来的注册量超过700万。微信变现能力持续增强,有利腾讯估值进一步提升。
(笔者为证监会持牌人,没持有上述股份)~
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