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《大行》網易(09999.HK)投資評級及目標價(表)
阿思達克 08-11 16:22
網易-S(09999.HK)將於本周四(14日)公布今年第二季度業績,受PC遊戲收入(包括《漫威爭鋒》及《燕雲十六聲》)快速增長推動,加上暴雪系列遊戲回歸,抵銷了手遊業務轉型期(未來一段時間內可推新手遊數量較少)的挑戰影響,本網綜合10間券商預測,網易今年第二季非公認會計準則淨利潤料介乎91.15億至100.02億元人民幣,對比去年同期78.19億元人民幣,按年增加16.6%至27.9%,中位數95.74億元人民幣,按年增加22.4%。 綜合5間券商預測,網易今年第二季淨利潤料介乎83.17億至89.77億元人民幣,對比去年同期67.59億元人民幣,按年增加23.1%至31.3%,中位數86.46億元人民幣,按年增加27.9%。。投資者將關注網易管理層最新營運策略及指引,包括新遊表現與用戶留存率變化、AI賦能功能的用戶反饋與商業化轉化,包括深度應用AI生成內容,例如《逆水寒》AI玩法及《永劫無間》AI隊友功能,提升遊戲互動性與黏性。 下表列出12間券商對網易(09999.HK)投資評級及目標價: 券商│投資評級│目標價 瑞銀│買入│268.3元 中金│跑贏行業│263元 招銀國際│買入│240元 中銀國際│買入│236元 第一上海│買入│235.5元 建銀國際│跑贏大市│226.2元 交銀國際│買入│223元 高盛│買入│219元 摩根大通│增持│210元 浦銀國際│買入│210元 富瑞│買入│205元 Bernstein│跑贏大市│195元 下表列出20間券商對網易(NTES.US)投資評級及目標價: 券商│投資評級│目標價 瑞銀│買入│172美元 中金│跑贏行業│169美元 匯豐環球研究│買入│158美元 花旗│買入│157美元 野村│買入│157美元 招銀國際│買入│154美元 摩根士丹利│增持│151美元 中銀國際│買入│150美元 大和│買入│150美元 第一上海│買入│150美元 華泰証券│買入│148.25美元 建銀國際│跑贏大市│145美元 交銀國際│買入│143美元 高盛│買入│140美元 里昂│跑贏大市│140美元 摩根大通│增持│135美元 富瑞│買入│131美元 Bernstein│跑贏大市│125美元 海通國際│買入│125美元 巴克萊│與大市同步│118美元
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