《大行》匯豐研究升網易(NTES.US)目標價升至150美元 料新遊戲帶動利潤
匯豐環球研究發表報告報告指,網易(09999.HK)(NTES.US)確認將於2026年推出新遊戲「遺忘之海」(Sea of Remnants),包括電腦、PS5及手機版。另外,「天命崛起」(Destiny Rising)亦於上月尾在美國舉行封閉測試,當中尤其是電腦用家展示正面反應,該遊戲已獲准於內地推出。該行將網易(NTES.US目標價由130美元升至150美元,此按綜合方式作估值,維持「買入」評級。
基於上述遊戲進展,該行將2026及2027年的遊戲收入預測分別上調8%,整體收入預測上調2至6%,而「遺忘之海」是自主研發遊戲,應可帶動利潤,因此將經調整經營利潤預測上調7至16%。該行又指,對網易成功推出新遊戲類型及擴展至海外市場感到鼓舞,並認為「無限大」(Ananta) 和「遺忘之海」可能成為網易2026年和2027年的核心增長推動因素。
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