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飛魚(01022.HK)及心動(02400.HK)跌7.5%-11% 摩通降多隻手遊股目標價
恆指回吐至21,952獲承接,現報22,073,回吐156點或0.7%,總成交額668億元。 摩通相信內地遊戲市場增長放慢,昨天下調多隻手遊股目標價,遊戲股今天沽壓普遍較大市為重,尤其是遭摩通削價逾33%至30元的心動公司(02400.HK)連跌兩天,股價一舉失守百天線、20天及10天線(23.55-24.66元),最低見21.3元,現報22.3元,下挫11%,成交增至749萬股。遭摩通削價61%至3.5元的IGG(00799.HK)低見3.52元,現報3.58元,跌1.9%。 飛魚科技(01022.HK)扭三連升,股價重失20天線(0.5元),最低見0.48元,現報0.49元,回吐7.5%。金山軟件(03888.HK)兩連跌兼失守牛熊線(31.9元),最低見30.85元,現報31.5元,續跌2.2%;中國儒意(00136.HK)回吐2.6%報2.96元。 將遭主要股有序售股的騰訊(00700.HK)承昨天倒跌勢,今早曾再挫5.8%低見356.4元,現報361.66元,續吐4.4%;網易(09999.HK)扭三連升,最低見148元,現報149.5元,回吐2.3%。 摩通昨天指,中資手遊股年初至今平均下跌27%,相信內地遊戲市場的增長放慢,已觸發行業性的估值向下重評至歷史新低水平。該行下調多隻內地手遊股目標價。然而,較喜歡行業中大型股,主要認為大企業遊戲組合表現更加有把握,該行選股次序為騰訊、網易及三七互娛(002555.SZ),認為三企未來一兩年推出遊戲產品線穩健,且有強勁海外遊戲表現。
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