美股異動丨網易盤前跌超1.3% 績後遭多家大行下調目標價
網易(NTES.US)美股盤前跌1.38%,報82.38美元。消息面上,網易近日發佈第二季度業績後,遭多家大行下調目標價。其中,摩根士丹利發表報吿,將網易目標價由90美元降至85美元,以反映未來四個季度增長乏力。考慮到手遊《永劫無間》表現較預期弱、《逆水寒》等在去年較高基數後今年趨向正常化、以及對《FWJ》與《蛋仔派對》的表現作出調整,大摩調低網易2024年至2026年經攤薄後每股盈利預測3%至9%。
里昂表示,網易第二季業績遜預期,新遊戲《永劫無間》手遊熱門,但不足抵銷去年熱門遊戲帶來的高基數引致的流水下降。該行料公司今年第三季網遊及增值服務收入按年持平,下調今明兩年經調整淨利潤預測,ADR目標價由126美元降至120美元,基於去年下半年高基數影響。
中銀國際發表報吿指,由於戰略重心相較變現更側重於用户和社區,認為網易的核心遊戲板塊在下半年面臨週期性挑戰,然而對公司長期遊戲研發以及營運能力保持信心。該行維持“買入”評價,下調目標價至每ADR 111美元及H股每股147港元。

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