《大行报告》大摩料网易(09999.HK)受惠手游全球化 美股目标价上调至160美元
摩根士丹利发表报告表示,目前料网易(09999.HK)美股市值达至1,000亿美元会较早前预期之2至3年为快,更相信新冠疫情非一次性影响,将在全球推动了多年的游戏用户增长,尤其是在移动平台方面。
该行引述其调查结果显示手游参与度的上升,在美国,中国及日本的使用率达到91%,并且52%的游戏玩家将其用作主要界面。该行料网易海外业务收益於2020至2024年度年复合增长率达38%,将其美股目标价由120美元升至160美元,维持「增持」评级。
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