大行評級|大摩:下調網易目標價至120美元 維持“增持”評級
摩根士丹利發表報吿,將網易從首選股中剔除,原因是與同行攜程和騰訊音樂相比,網易今明兩年增長較弱,這是由於傳統遊戲的風險和對新遊戲的預期受到影響,將對網易目標價135美元下調至120美元,維持“增持”評級,仍然看好網易在下半年的表現將好過上半年。大摩指,《燕雲十六聲》將於7月26日發佈,但僅限於PC平台,貨幣變現計劃尚不確定。該行將網易今年移動遊戲收入增長預測由13%降至11%,將PC遊戲收入跌幅預測由13%上調至10%。一旦網易的移動遊戲發佈和變現計劃變得更加清晰,看法可能會更正面。
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