大行評級|高盛:上調網易目標價至190港元 上半年銷售增長具高度可見性
高盛發表研究報告指,網易股價過去兩日跑輸行業板塊,主要是第四季手機遊戲下跌10%、鑑於收入組合改變令毛利率持續受壓、以及市場對人工智能相關股份的整體情緒。但該行表示,踏入2025年,公司銷售增長加速具高度可見性,成本控制令整體利潤率穩健,在發佈全年推出遊戲名單後,海外業務將迎來有意義增長。該行將集團在2025年至2026年收入預測輕微下調0.2%至0.1%,今年純利預測上調0.3%,明年純利預測則上調1.6%,目標價由181港元上調至190港元,維持其評級爲“買入”。
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