港股異動 | 網易-S漲超6%創上市新高,機構預計2021年網易手遊將有約15%的收入增長
uSMART盈立智投1月8日消息,週五港股早盤,網易-S股價強勢破頂,截至11:40分,網易-S漲6.41%,報174.4港元,股價刷新上市以來新高,總市值突破6000億港元。值得注意的是,網易-S已經是連續8個交易日上漲,累計漲幅約23%。
【網易-S目前支持10倍槓桿日內交易】
交銀國際此前發佈報告稱,12月,聖誕元旦雙節活動帶動手遊流水提升,騰訊國內手遊流水環比略漲5%,網易環比增20%。騰訊、網易海外手遊受益於海外衛生事件及節日活動,流水環比均增10%+。
此外,騰訊、網易預計分別有2、4款新手遊上線,其中,網易《天諭手遊》預約人數超1500萬,該行看好《天諭手遊》上線後的收入貢獻。
該行預計2021年騰訊、網易手遊將有約15%的收入增長。長期看手遊開發商與安卓手機應用商店分成比例或有向iOS端調整趨勢,預計遊戲公司毛利率有個位數的改善空間。維持行業領先評級。
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