股市资讯 | 腾讯盈利流量双丰收,场外市场交易价走高

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香港股市

北京时间5月16日,美股昨日收跌,道指结束此前连续8个交易日上涨的行情。美元走强、美国10年期国债收益率创2011年以来新高,达到3.02%,令股市承压。今日开盘,港股恒生指数低开0.44%,之后迅速跳水跌逾1%,但随着腾讯等重磅股回升,恒指跌幅持续收窄,午后更是一度翻红,截止收盘,恒生指数跌0.13%,报31110.2点。国企指数跌0.01%,报12440.12点。红筹指数涨0.7%,报4675.55点。大市成交1005.2亿港元。

沪港通资金流向方面,沪股通净流入2.42亿,港股通(沪)净流入为6.73亿。

深港通资金流向方面,深股通净流入9.66亿,港股通(深)净流入为13.54亿。

个股财报解读:

腾讯:手游板块成绩喜人,小程序或成流量热点

腾讯于5月16日盘后公布2018年首季财报,其中手机游戏《王者荣耀》板块收入亮眼,拉动上季手游收入的按季增速创自2015年第4季以来最快,带动整体收益优于预期的735亿元。

游戏收入较预期理想,加上支付解决方案及云服务业务等其他收入倍增,带动腾讯上季非通用会计准则(non-GAAP)纯利录得略高于市场预期的183.1亿元人民币,按年升29%,按季则升5%。

另一关注点微信小程序推出一年多,自去年底起受惠于小游戏“跳一跳”引起爆发性增长,腾讯管理层形容小游戏“大获成功”,令小程序的生态系统受惠。据QuestMobile数据,今年3月小程序累计用户数量为5.63亿,当中约8成来自小游戏。腾讯管理层表示,小游戏的变现能力仍处于“试水温”阶段,并非集团最大考虑。

截至昨日收盘,腾讯控股跌0.45%,报396.2元。腾讯昨日收市后公布业绩,优于预期,带动腾讯场外交易的股价造好,例如在欧洲德国的股价,昨晚9点45分左右报44.6欧元(折合412.55港元),至于美国的场外交易价,曾报53.78美元(折合422.1港元)。

神州租车

神州租车于2018年5月16日公布2018年第一季度财报。财报显示,该公司收入15.96亿元人民币,同比减少4%;经调整EBITDA 8.05亿元,同比增长5%;母公司拥有人应占净利2.29亿元,同比增长9%。截至昨日收盘,神州租车涨5.59%,报7.94元。

美国股市

截至北京时间5月17日凌晨,美股周三收高,罗素2000种小型股指数创历史新高。零售板块领涨大盘,其中梅西百货财报强劲股价大涨超过10%。

截止收盘,道指涨62.52点,或0.25%,报24,768.93点;标普500指数涨11.01点,或0.41%,报2,722.46点;纳指涨46.67点,或0.63%,报7,398.30点。

梅西百货业绩超出预期并上调未来盈利目标,周三该股大涨超过10%。梅西百货公司CEO 在声明中表示,梅西百货公司预计“消费者开支将继续健康增长”,并指出这种预期促使该公司上调了全年的盈利及营收预期。

受梅西百货的乐观预期推动,零售板块普遍攀升。

热点中概股财报预报:

猎豹移动:猎豹移动(NYSE:CMCM)宣布,将于美国东部时间5月21日美国股市开盘前(北京时间5月21日晚)发布2018财年第一季度财报。

中国股市

北京时间5月15日,早盘三大股指低开,随后沪指呈现低位震荡态势,创业板指数有所小幅反弹,市场整体人气较前日有所低迷;早盘医药、海南、啤酒等题材概念股表现不俗。临近上午收盘,市场指数依旧维持弱势盘整格局,市场热点并不突出,主线次新股、填权开始分化,整体个股跌多涨少。午后,三大股指起初略有回暖,创业板指一度翻红,板块个股跌多涨少,整体情绪趋冷,资金观望情况渐浓。尾盘,随着保险、银行、石油等权重板块杀跌,上证50大幅走低,成份股中仅3只翻红,三大股指也再度受挫。截止收盘,沪指报3169.57,跌0.71%;深成指报10701.32,跌0.43%;创业板指报1846.67,跌0.61%。

从盘面上,啤酒、海南、食品加工等板块涨幅居前;工业互联网、富士康概念、数字中国等板块跌幅居前。

热点板块:

1、食品制造概念股

受“二三线城市甚至是四线城市消费升级”等消息影响,食品加工板块盘中拉升,煌上煌、来伊份、桂发祥、盐津铺子、庄园牧场、绝味食品、好想你等个股亦有拉升表现。
2、汽车板块

受“海南全面深化改革开放政策不断推进”消息影响,海南板块盘中再度大涨,双成药业、罗牛山、大东海A、海南瑞泽、海南高速、海峡股份等多股大涨。

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