《大行》網易(09999.HK)投資評級及目標價(表)
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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