牛熊異動 | 網易-S升超12%,相關衍生品升超110%
uSMART友信智投7月9日消息,週四港股,科網股龍頭繼續強勢,網易-S高開高走,截至13:05分,網易-S升12.54%,報158港元。
相關衍生品方面,網易瑞通零乙購B.C(13895)升112.5%,網易高盛零乙購D.C(14840)升102.7%。
機構方面,安信證券表示,網易線上遊戲為業務基石,自研創新實力領先,海外擴張重要性彰顯。中國的線上遊戲市場邁入較為成熟的發展階段,整體行業向精品化方向發展,自研創新是推動精品化發展並提升使用者付費的重要方式。
在國內遊戲市場邁入溫和增長階段同時,海外遊戲市場仍具備較大增長空間,網易積極推動遊戲業務海外擴張,1Q20公司的海外遊戲收入占比超10%,目前網易已在日本市場成功運營《荒野行動》、《第五人格》等遊戲,為其未來進一步拓展海外遊戲市場奠定基礎。
該行預測,網易2020/2021/2022年收入規模分別為698/806/912億元,經調整持續經營活動淨利潤分別為169億/193億/219億元。
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