大行評級|大摩:料網易股價未來60天有70%至80%概率下跌 目標價100美元
摩根士丹利發表技術研究報吿,指網易上季盈利遜預期,料未來60天股價下跌,發生此機率料約70%至80%。該行予其“與大市同步”評級,目標價100美元。
大摩預計,網易首財季盈利遜預期,今年餘下時間的增長和利潤率前景亦將走弱,原因是宏觀環境疲軟影響傳統遊戲業務表現、競爭更加激烈以及潛在的監管,從而影響現有和未來遊戲的潛在流水和資本回報率。報吿料其今年全年遊戲收入和淨利潤料將增長6%至7%,低於市場預期。另外,大摩提到網易在夏季發佈《永劫無間》手遊之後,遊戲管線的能見度不高。
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