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研報掘金丨招商證券:上調網易目標價至240港元 上調2025至27財年核心淨利潤預測
招商證券發表研究報告指,網易首季收入同比升7.4%,勝於預期3%,主要是受到遊戲業務收入增長強勁所帶動。集團毛利按年升8.6%,毛利率擴大0.7個百分點至64.1%。該行上調集團2025至27財年的核心淨利潤預測6至7%,以反映強勁的業績表現及較好的利潤前景,將H股目標價由198港元上調至240港元,而美股則由127美元升至154美元,維持“買入”評級。
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