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《大行報告》摩通下調網易(NTES.US)目標價至110美元 評級「增持」
阿思達克 10-07 10:07
摩根大通發表報告將網易(NTES.US)2020至2021年度非公認會計準則盈利預測均下調14%,以反映旗下「有道」吸納用戶之成本較高;網絡遊戲及網易雲音樂的營銷及產品開發成本較高;以及今年第三季度美元貶值而出現外匯損失,目標價由570美元削減至110美元。

惟該行指,即使上述支出可能會影響網易的短期財務狀況,但對網易的長期增長持樂觀態度,故維持其「增持」評級。該行料其第三季收入為183億元人民幣,按年及按季分別上升25%及1%,較市場平均預期高2%;非公認會計準則盈利為15億元人民幣,按年及按季下跌58%及72%,相對於市場預測為39億元人民幣。

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