研報掘金|中金:維持網易“跑贏行業”評級 預計首季收入增長6%
中金髮表研究報吿指,預計網易首季收入按年增長6%至264億元,而市場預測為268億元。當中,該行料集團移動遊戲按年升11%至150億元,而市場預測為155億元;非通用會計準則淨利潤則料升9%至82億。中金表示,考慮到《燕雲十六聲》手遊尚未定檔,及對存量產品流水相對謹慎,故同時下調網易2024及25年的非通用會計準則淨利潤預測2%,預期分別達334億及372億元。
另外,該行維持集團的“跑贏行業”評級,將其H股目標價調低2%至206港元,而美股目標價則削4%至133美元。
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