大行評級|中銀國際:上調網易目標價至236港元 預計明年將迎來爆發性增長
中銀國際發表研究報吿指,網易將於8月下旬公佈第二季業績,預測總收入按年增長11%至282億元,當中在線遊戲收入料增長16%至224億元,分別較市場預期低1%及2%;計算機遊戲收入將大幅增長67%至76億元,手遊收入則持平於約148億元。該行預計網易次季經調整淨利潤將增長28%至100億元,較市場預期高出4%。
該行維持網易的“買入”評級,目標價從220港元上調至236港元,並將2025至2027年經調整每股盈利預測上調最多2%。展望2026年,中銀國際認為網易將迎來爆發性增長的一年。
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