Daiwa's outlook on NetEase's profit growth in the coming years is positive, with a target price raised to 260 yuan

阿斯達克財經網
2025.08.18 06:04
大和發表研究報告指，網易 (09999.HK)(NTES.US) 第二季線上遊戲收入 221 億元人民幣，略低於市場預期 1.4%，但考慮到 7 月至 8 月旗下多款遊戲表現強勁，加上新遊戲即將推出，因此對其 2025 至 2027 年盈利增長仍保持樂觀，憧憬第三季遊戲流水有望錄得按季改善，主要受到《永劫無間》手遊、《Once Human》、《第五人格》等旗艦遊戲重大更新的推動。由於去年下半年基數較低，大和目前預測網易第三季遊戲收入增速將加快至 16.5%，將目標價從 235 元升至 260 元，維持「買入」評級。(gc/)
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