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《大行報告》摩通將網易(09999.HK)列入正面觀察名單
阿思達克 03-05 09:23
摩根大通發表研報,將網易(09999.HK)(NTES.US)列入正面觀察名單,主要由於網易將進入新的遊戲發布周期,預計於本月下旬起發布《射鵰英雄傳》及在第二季推出《永劫無間》手遊等焦點大作,預期其股價於上半年有較正面反應。 該行指出,網易上一個遊戲發布周期為去年第三季,當時推出主要遊戲《逆水寒》手遊及《巔峰極速》等,推動其股價於去年6月至11月跑贏KraneShares中概互聯網指數ETF(KWEB)逾20%。 網易將於5月20日舉行年度遊戲發布會,2025至2026年遊戲產品線可見度將會提高,摩通預期將成為另一個股價催化劑,相應將網易股價上調至200元,表明看好今年遊戲業務利潤前景,重申網易為中國遊戲行業的首選。
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