《大行報告》富瑞上調網易(09999.HK)目標價至181元 評級「買入」
富瑞發表報告指,《逆水寒手遊》和《巔峰極速》將推動網易-S(09999.HK)今明兩年預測提升。上調今明兩年網絡遊戲收入預測,預計分別增長12%和9%。維持「買入」評級,目標價由174元升至181元。
該行相信《逆水寒手遊》的創新模式將超出預期,即重點建立龐大的遊戲玩家群和較高的付費率,較不強調在每使用者平均收入上。自推出以來,《逆水寒手遊》在iOS遊戲下載量方面一直名列前茅,在iOS總收入方面排名在頭2到3位。至於《巔峰極速》亦帶來了驚喜,其一直是iOS遊戲總收入的頭五位。
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