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《大行報告》大摩料網易(09999.HK)受惠手遊全球化 美股目標價上調至160美元
阿思達克 02-22 10:09
摩根士丹利發表報告表示,目前料網易(09999.HK)美股市值達至1,000億美元會較早前預期之2至3年為快,更相信新冠疫情非一次性影響,將在全球推動了多年的遊戲用戶增長,尤其是在移動平台方面。

該行引述其調查結果顯示手遊參與度的上升,在美國,中國及日本的使用率達到91%,並且52%的遊戲玩家將其用作主要界面。該行料網易海外業務收益於2020至2024年度年複合增長率達38%,將其美股目標價由120美元升至160美元,維持「增持」評級。

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