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09999 网易-S
已收盘 05-27 16:09:08
195.400
+6.100
+3.22%
最高
198.100
最低
193.500
成交量
1,323万
今开
197.800
昨收
189.300
日振幅
2.43%
总市值
6,235亿
流通市值
6,235亿
总股本
31.91亿
成交额
25.85亿
换手率
0.41%
流通股本
31.91亿
市净率
--
ROE
--
每股收益
0.00
52周最高
--
52周最低
--
市盈率
--
股息
--
股息收益率
--
ROA
--
分时
五日
日K
周K
月K
数据加载中...
北京优虎网络科技有限公司
免责声明:香港交易所资讯服务有限公司、其控股公司及/或该等控股公司的任何附属公司均竭力确保所提供信息的准确和可靠度,但不能保证其绝对准确和可靠,且亦不会承担因任何不准确或遗漏而引起的任何损失或损害的责任(不管是否侵权法下的责任或合约责任又或其它责任)
资讯
新帖
简况
【券商聚焦】国信证券维持网易-S(09999)“优于大市”评级 指递延收入高增蓄力
金吾财讯 · 16:52
【券商聚焦】国信证券维持网易-S(09999)“优于大市”评级 指递延收入高增蓄力
开源证券:维持网易-S(09999)“买入”评级 关注端游革新成效及新游进展
智通财经 · 15:33
开源证券:维持网易-S(09999)“买入”评级 关注端游革新成效及新游进展
异动解读|网易-S盘中上涨3.17%,5月游戏版号获批叠加一季度业绩超预期持续发酵
行情直击 · 09:33
异动解读|网易-S盘中上涨3.17%,5月游戏版号获批叠加一季度业绩超预期持续发酵
港股开盘 | 恒指高开0.04% 芯片、半导体板块走强 兆易创新(03986)涨超5%
智通财经网 · 09:27
港股开盘 | 恒指高开0.04% 芯片、半导体板块走强 兆易创新(03986)涨超5%
网易游戏出海两极分化 丁磊的“瘦身增效”押对了吗?
每日经济新闻 · 05-26 21:30
网易游戏出海两极分化 丁磊的“瘦身增效”押对了吗?
网易云音乐(09899)5月26日斥资1500万港元回购12.6万股
智通财经 · 05-26 21:23
网易云音乐(09899)5月26日斥资1500万港元回购12.6万股
5月158款游戏版号获批!腾讯网易新游在列
格隆汇 · 05-26 20:32
5月158款游戏版号获批!腾讯网易新游在列
5月共154款国产网络游戏获批 腾讯《追逐卡蕾多》、网易《诡影藏锋》等在列
智通财经网 · 05-26 19:59
5月共154款国产网络游戏获批 腾讯《追逐卡蕾多》、网易《诡影藏锋》等在列
【券商聚焦】财通证券维持网易-S(09999)“增持”评级 指游戏毛利率超预期
金吾财讯 · 05-26 13:48
【券商聚焦】财通证券维持网易-S(09999)“增持”评级 指游戏毛利率超预期
港股异动 | 网易-S(09999)再涨超4% 一季度业绩表现强劲 高盛指其下半年催化剂丰富
智通财经 · 05-26 13:38
港股异动 | 网易-S(09999)再涨超4% 一季度业绩表现强劲 高盛指其下半年催化剂丰富
异动解读 | 一季度业绩超预期叠加券商唱多,网易-S盘中大涨5.01%
异动解读 · 05-26 10:34
异动解读 | 一季度业绩超预期叠加券商唱多,网易-S盘中大涨5.01%
异动解读|网易-S盘中上涨3.09%,一季度业绩超预期叠加多家券商维持买入评级
行情直击 · 05-26 09:58
异动解读|网易-S盘中上涨3.09%,一季度业绩超预期叠加多家券商维持买入评级
《无限大》缺席网易520发布会;育碧陷大幅亏损丨游戏周报
21世纪经济报道 · 05-25 18:42
《无限大》缺席网易520发布会;育碧陷大幅亏损丨游戏周报
EasyMarkets易信:黄金情绪分歧加大
市场资讯 · 05-25 17:57
EasyMarkets易信:黄金情绪分歧加大
野村:网易游戏业务的前景看起来稳健
环球市场播报 · 05-25 12:43
野村:网易游戏业务的前景看起来稳健
国海证券:维持网易-S(09999)“增持”评级 目标价250港元
智通财经 · 05-25 11:28
国海证券:维持网易-S(09999)“增持”评级 目标价250港元
“老面孔”游戏撑起场面,网易Q1收入突破300亿元,《遗忘之海》进入上线冲刺阶段
华夏时报网 · 05-22
“老面孔”游戏撑起场面,网易Q1收入突破300亿元,《遗忘之海》进入上线冲刺阶段
消息称宁德时代计划投资DeepSeek,京东、网易也在洽谈入股事宜
IT之家 · 05-22
消息称宁德时代计划投资DeepSeek,京东、网易也在洽谈入股事宜
网易云音乐(09899)5月22日斥资1499.6万港元回购12.76万股
智通财经 · 05-22
网易云音乐(09899)5月22日斥资1499.6万港元回购12.76万股
竞品扎堆、大作压境 网易游戏板块一季度收入同比增长6.9% 丁磊的“瘦身增效”押对了吗?
每日经济新闻 · 05-22
竞品扎堆、大作压境 网易游戏板块一季度收入同比增长6.9% 丁磊的“瘦身增效”押对了吗?
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公司概况
公司名称:
网易-S
所属市场:
SEHK
上市日期:
--
主营业务:
网易股份有限公司是一家主要从事游戏业务的公司。该公司通过四个分部运营。游戏及相关增值服务分部从事手机游戏的开发和销售、游戏运营和其他增值服务,包括游戏内虚拟物品和预付积分。有道分部提供学习服务、智能设备和在线营销服务。该部门的产品和服务包括在线课程和数字内容服务。网易云音乐分部通过销售各种内容和服务包的会员订阅提供在线音乐服务、社交娱乐服务和其他服务,主要通过销售虚拟物品提供。创新及其他业务分部严选、广告服务、电子邮件及其他增值服务。
发行价格:
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16:52","pubTimestamp":1779871935,"startTime":"0","endTime":"0","summary":"金吾财讯 | 国信证券发布研报指,网易-S 26年第一季度营收306亿元,同比上升6%;Non-GAAP归母净利润112.8亿元,同比持平。管理费用同比下降33%,管理费率2.1%。递延收入218亿元,同比增长23%,环比增长6%,反应健康流水状态。云音乐方面,26Q1净收入20亿元,同比增长7%。国信证券指出,递延收入高增为后续季度收入增长蓄力,关注《遗忘之海》《无限大》等新游进展。维持“优于大市”评级,目标价区间为214.00-242.00港元。","market":"fut","thumbnail":"https://static.szfiu.com/news/20250109/ODJmOWY1ZDhkZDY4MmEzZDMyMTcwNTE1ODgyMzc=.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20250109/ODJmOWY1ZDhkZDY4MmEzZDMyMTcwNTE1ODgyMzc=.jpg"],"rights":null,"property":["rate"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1982289","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["002736","09999","OND","NTES"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2638999570","title":"开源证券:维持网易-S(09999)“买入”评级 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15:33","pubTimestamp":1779867235,"startTime":"0","endTime":"0","summary":"智通财经APP获悉,开源证券发布研报称,网易-S2026Q1《梦幻西游》端游营收及同时在线人数创新高,手游3月日活创2017年以来新高。维持预测2026-2028年归母净利润为372/419/451亿元,当前股价对应PE分别为13.7/12.2/11.3倍,看好老游戏长线运营、新游上线、AI赋能深化共驱成长,维持“买入”评级。截至Q1末,合同负债环比+6%至205亿元。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":["rate"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1446539.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["161027","NTES","OND","09999"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1195350225","title":"异动解读|网易-S盘中上涨3.17%,5月游戏版号获批叠加一季度业绩超预期持续发酵","url":"https://stock-news.laohu8.com/highlight/detail?id=1195350225","media":"行情直击","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/1195350225?lang=zh_cn&edition=full","pubTime":"2026-05-27 09:33","pubTimestamp":1779845600,"startTime":"0","endTime":"0","summary":"5月27日,网易-S盘中上涨3.17%,报197.0港元,成交额3.35亿港元。消息面上,5月国产游戏版号最新一批共158款获批,网易新游在列。同时,公司此前发布的一季度业绩持续发酵,营收306亿元,同比增长6.1%,非GAAP净利润113亿元,超市场一致预期约13%,游戏收入257亿元同比增长6.9%。高盛、摩根大通、中金、野村等多家机构维持买入或增持评级,目标价最高达280港元,看好下半年新游上线及港股通纳入预期带来的增长动能。(以上内容均基于市场公开消息,由程序或算法智能生成,仅作为股价异动提醒,不作为投资建议或交易依据。)","market":"us","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["09999"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2638052242","title":"港股开盘 | 恒指高开0.04% 芯片、半导体板块走强 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丁磊的“瘦身增效”押对了吗?","url":"https://stock-news.laohu8.com/highlight/detail?id=2638510466","media":"每日经济新闻","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2638510466?lang=zh_cn&edition=full","pubTime":"2026-05-26 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腾讯《追逐卡蕾多》、网易《诡影藏锋》等在列","url":"https://stock-news.laohu8.com/highlight/detail?id=2638514629","media":"智通财经网","labels":["corporation"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2638514629?lang=zh_cn&edition=full","pubTime":"2026-05-26 19:59","pubTimestamp":1779796793,"startTime":"0","endTime":"0","summary":"智通财经APP获悉,5月26日,国家新闻出版署公布2026年5月份国产网络游戏审批信息,共154款游戏获批。其中包括腾讯(00700)旗下工作室打造的《追逐卡蕾多》、网易(09999)的《诡影藏锋》、三七互娱(002555.SZ)的《斗破苍穹:觉醒》等。更多港股重磅资讯,下载智通财经app更多港股及海外理财资讯,请点击www.zhitongcaijing.com(搜索“智通财经”);欲加入智通港股投资群,请加智通客服微信(ztcjkf)","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1446202.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"corporation","news_rank":0,"length":0,"strategy_id":0,"source":"highlight_zhitongcaijin","symbols":["LU0700851271.USD","LU1226288170.HKD","LU0164865239.USD","LU0823413660.USD","SGXZ81163826.USD","LU2294711473.HKD","002555","LU0577902454.USD","BK1104","LU0327786744.USD","LU1960683339.HKD","LU1951186391.HKD","LU1188198961.HKD","IE00BQXX3C00.GBP","LU1226287875.USD","LU0196878994.USD","LU0979878070.USD","LU1282651121.HKD","LU0211977185.USD","LU2237443895.HKD","LU0611395673.USD","LU1969619763.USD","LU1880383366.USD","LU0251144936.SGD","IE00B0JY6N72.USD","LU1316542783.SGD","LU0345769631.USD","LU0607220059.USD","IE00BZ08YR35.GBP","LU0588546209.SGD","LU0210533765.USD","SG9999015952.SGD","LU1481107354.HKD","BK1526","IE00B8L5B284.USD","LU0831103253.SGD","LU1642822792.SGD","HK0000151867.HKD","LU0128522744.USD","LU0029875118.USD","LU0132412106.USD","HK0000306685.HKD","LU0348814723.USD","IE0034224299.USD","LU1048596156.SGD","LU2237443549.SGD","SG9999000459.SGD","LU1046422090.SGD","BK1608","LU0417516738.SGD","SGXZ81514606.USD","LU1211504680.USD","LU0708995583.HKD","IE00BPRC5H50.USD","LU0169518387.USD","LU2257852520.SGD","LU0287142896.SGD","LU0117841782.USD","LU1044876610.USD","LU2039709279.SGD","SG9999000418.SGD","LU0293314216.USD","SG9999002828.SGD","IE00B067MR52.USD","LU0254981946.USD","LU0235996351.USD","LU0348805143.USD","LU1282648689.USD","LU1880383440.USD","LU1813983027.USD","LU0871576103.HKD","LU0049853897.USD","LU2097828474.EUR","LU0143863784.USD","LU0210526637.USD","IE00B29SXG58.USD","LU0588545490.SGD","LU1226287529.USD","LU0737861772.HKD","LU0384037296.USD","LU0797268264.HKD","LU1323998911.USD","LU0329678337.USD","LU1366334578.USD","LU0449509016.USD","LU0084288322.USD","LU1282651048.USD","LU0326950275.SGD","LU0345776255.USD","LU0918141705.HKD","SG9999001093.SGD","LU0164880469.USD","HK0000320264.USD","LU1051768304.USD","LU2177674079.SGD","SG9999014674.SGD","LU0531970944.HKD","IE00B0169N27.USD","LU2476274720.SGD","LU1328277881.USD","LU0229945570.USD","LU1807302812.USD","LU0067412154.USD","LU0886674414.USD","IE00B3M56506.USD","LU0214875030.USD","LU1282649810.SGD","LU0577902298.EUR","LU1242518857.USD","LU0106959298.USD","LU1785774172.SGD","LU1883866441.USD","HK0000352382.USD","HK0000306701.USD","SG9999001226.SGD","LU0261947096.USD","LU0823413587.USD","LU1720050803.USD","LU0516422440.USD","LU1655091459.SGD","LU1439103000.SGD","BK1095","LU0348783662.USD","LU0289960550.SGD","LU0173614495.USD","LU0231483743.USD","IE00BF5LJ272.USD","BK1521","LU0441854154.USD","LU0264606111.USD","LU0348784397.USD","LU0541502299.USD","LU0791590937.USD","BK1588","LU0048597586.USD","LU0431992006.USD","LU1048588211.SGD","IE00B0169L03.USD","SGXZ49509284.SGD","LU0072462343.USD","BK1591","LU0918141887.USD","LU0456842615.SGD","BK1610","LU0509642566.USD","LU0039217434.USD","LU0577902611.USD","LU2097828714.EUR","LU1981816686.USD","BK0197","LU0307460666.USD","LU0651947912.USD","LU2133065610.SGD","LU0417516902.SGD","LU0192582467.USD","LU1105468828.SGD","LU0499858438.USD","LU1719994722.HKD","LU0052750758.USD","LU0029874905.USD","LU0588545730.USD","LU0516423174.USD","SG9999000327.SGD","BK1586","LU0791591158.USD","LU1688375341.USD","LU0572939691.SGD","LU1439102457.SGD","LU0823426308.USD","LU1691799644.USD","LU0543330483.HKD","SG9999015978.USD","LU0898667661.SGD","LU0106259558.USD","IE00BQXX3F31.USD","LU0577902538.SGD","BK1502","LU0164872284.USD","SG9999006514.SGD","LU2237443465.HKD","LU0828237940.HKD","LU0672654166.SGD","LU0650527681.SGD","LU0107464264.USD","LU1956131251.USD","LU1568876335.HKD","LU1629966141.USD","LU0823041008.USD","LU1282649141.HKD","LU1196710195.USD","LU0414403682.SGD","LU1831875114.USD","LU0784639295.USD","IE00B5MMRT66.SGD","SG9999015945.SGD","LU0634319403.HKD","LU2051468812.USD","LU0047713382.USD","LU0823426480.USD","LU0320764243.SGD","LU2317271919.USD","LU1718418525.SGD","BK1609","LU0203347892.USD","LU0589944569.HKD","LU0821914370.USD","LU0149534421.HKD","LU0320764599.SGD","TCEHY","LU0417516571.SGD","LU0048580855.USD","BK0196","IE00BZ08YS42.EUR","LU0819121731.USD","LU2087589342.USD","LU2251237306.USD","LU0862451753.SGD","IE00B031J352.USD","LU0633140727.USD","SGXZ31699556.SGD","BK0187","LU0862451837.USD","BK0070","LU0828237510.HKD","LU0642271901.SGD","LU0320764755.SGD","LU2237443978.SGD","SG9999018857.SGD","BK0200","LU0072913022.USD","LU1226288097.SGD","LU2008162690.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指游戏毛利率超预期","url":"https://stock-news.laohu8.com/highlight/detail?id=2638608593","media":"金吾财讯","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2638608593?lang=zh_cn&edition=full","pubTime":"2026-05-26 13:48","pubTimestamp":1779774506,"startTime":"0","endTime":"0","summary":"金吾财讯 | 财通证券发布研报指,网易-S 1Q26游戏业务毛利率超预期,关注新游进展。游戏业务毛利率74.8%,同比提升6.0个百分点;合同负债环比增长6.3%至218.1亿元。有道收入13.5亿元,同比增长3.8%,受学习服务和智能硬件净收入下降影响,毛利率44.7%,同比下降2.6个百分点。财通证券预计网易2026-2028年经调整归母净利润分别增长11.5%、11.4%、7.6%至417亿元、464亿元、499亿元,股价对应2026-2028年PE分别为12.2倍、11.0倍、10.2倍。维持“增持”评级。","market":"sh","thumbnail":"https://static.szfiu.com/news/20250106/ZmQ4YWNjMjZmNDUwZDg4ZTlkYjEwZTY1NmI3NmEzMzkwOTI4OTA5.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20250106/ZmQ4YWNjMjZmNDUwZDg4ZTlkYjEwZTY1NmI3NmEzMzkwOTI4OTA5.jpg"],"rights":null,"property":["rate"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1982219","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["601108","OND","NTES","09999"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2638559381","title":"港股异动 | 网易-S(09999)再涨超4% 一季度业绩表现强劲 高盛指其下半年催化剂丰富","url":"https://stock-news.laohu8.com/highlight/detail?id=2638559381","media":"智通财经","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2638559381?lang=zh_cn&edition=full","pubTime":"2026-05-26 13:38","pubTimestamp":1779773916,"startTime":"0","endTime":"0","summary":"智通财经APP获悉,网易-S再涨超4%,截至发稿,涨3.91%,报188.6港元,成交额14.74亿港元。消息面上,网易近日发布2026年第一季度财报。一季度网易收入306亿元,同比增加6.1%;归属于公司股东的净利润为107亿元,同比增加3.6%。摩通大根发布研报称,网易第一季业绩表现强劲,收入及净利润分别较市场预期高4%及13%。该行维持网易“增持”评级,目标价280港元。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1445876.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["LU1785774172.SGD","IE0002270589.USD","LU0868494617.USD","LU1228905037.USD","LU0784639295.USD","HK0000165453.HKD","LU0049853897.USD","BK4085","LU0051755006.USD","LU2152927971.USD","BK1531","IE00BFXG1179.USD","IE00B067MR52.USD","BK4552","LU1152091754.HKD","LU2471134796.USD","IE0004091025.USD","HK0000320223.HKD","LU0828237510.HKD","LU0868494708.USD","IE00BVYPNQ40.USD","LU1894683264.USD","LU0067412154.USD","LU2471134523.USD","IE0008368742.USD","LU0173614495.USD","LU0868486357.SGD","IE0031814852.USD","BK4501","BK4514","LU0417516738.SGD","LU1303224171.USD","LU1791807156.HKD","LU1668664300.SGD","VXUS","LU2750360641.GBP","LU0650527681.SGD","09999","LU1228905540.USD","NTES","LU0117844026.USD","IE00B0169L03.USD","LU0588546209.SGD","BK4548","LU0831103253.SGD","OND","LU0348825331.USD","GSX","LU0531971595.HKD","LU0106252389.USD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1178522106","title":"异动解读 | 一季度业绩超预期叠加券商唱多,网易-S盘中大涨5.01%","url":"https://stock-news.laohu8.com/highlight/detail?id=1178522106","media":"异动解读","labels":["movement"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/1178522106?lang=zh_cn&edition=full","pubTime":"2026-05-26 10:34","pubTimestamp":1779762858,"startTime":"0","endTime":"0","summary":"网易-S今日盘中大涨5.01%,引起了市场的广泛关注。消息面上,网易此前发布的2026年第一季度业绩表现强劲,营收及非GAAP净利润均超市场预期,毛利率改善幅度亦优于预期。同时,包括高盛、中金、招银国际及野村在内的多家机构发布报告,重申对网易的“买入”或“跑赢行业”评级,并上调目标价,看好其游戏业务表现及未来增长潜力。高盛在报告中指出,网易首季利润率创新高,且股价调整已过度。展望未来,公司下半年催化剂丰富,包括新游戏上线、盈利持续增长以及转为香港主要上市后可能被纳入港股通带来的资金流入预期,共同推动了股价的积极表现。","market":"sg","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"2","news_top_title":null,"news_tag":"movement","news_rank":0,"length":0,"strategy_id":0,"source":"ai_movement_cn","symbols":["09999"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1109898906","title":"异动解读|网易-S盘中上涨3.09%,一季度业绩超预期叠加多家券商维持买入评级","url":"https://stock-news.laohu8.com/highlight/detail?id=1109898906","media":"行情直击","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/1109898906?lang=zh_cn&edition=full","pubTime":"2026-05-26 09:58","pubTimestamp":1779760696,"startTime":"0","endTime":"0","summary":"5月26日,网易-S盘中上涨3.09%,报186.9港元,成交额6.5亿港元。消息面上,网易此前发布一季度财报,营收306亿元,同比增长6.1%,超彭博一致预期约4%;游戏及相关增值服务收入257亿元,同比增长6.9%,主要受益于《梦幻西游》系列及《燕云十六声》等自研产品表现强劲。非GAAP净利润113亿元,超一致预期13%,毛利率改善幅度优于市场预期。中金维持跑赢行业评级及目标价265港元,招银国际、野村亦维持买入评级,看好公司优质游戏储备及暑期新品《遗忘之海》上线带来的增长动能。(以上内容均基于市场公开消息,由程序或算法智能生成,仅作为股价异动提醒,不作为投资建议或交易依据。)","market":"us","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["09999"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2638717532","title":"《无限大》缺席网易520发布会;育碧陷大幅亏损丨游戏周报","url":"https://stock-news.laohu8.com/highlight/detail?id=2638717532","media":"21世纪经济报道","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2638717532?lang=zh_cn&edition=full","pubTime":"2026-05-25 18:42","pubTimestamp":1779705720,"startTime":"0","endTime":"0","summary":"夏日已至,来看本周有哪些值得关注的游戏行业资讯。国内公司方面,网易、B站先后发布一季度财报,二者均实现业绩增长;此外网易举办今年的520发布会,但《无限大》《归唐》《极限战场》等焦点产品并未出现;针对近期游戏更新后出现的一系列问题,《洛克王国:世界》主策划发布4000字长文回应。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"stock_eastmoney","url":"http://finance.eastmoney.com/a/202605253748314535.html","rn_cache_url":null,"directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://finance.eastmoney.com/a/202605253748314535.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stock_eastmoney","symbols":["LU2476274308.USD","IE00B0169L03.USD","IE00BMCWC346.EUR","LU1228905540.USD","LU0117841782.USD","LU1226288097.SGD","LU0994945656.USD","LU1226288253.USD","LU1048596156.SGD","LU0072913022.USD","IE00BZ08YR35.GBP","LU0287142896.SGD","LU0106252389.USD","LU1023057109.AUD","IE00B97KM107.HKD","LU1960683339.HKD","LU0880133367.SGD","LU0348825331.USD","BK1609","LU0348827113.USD","LU0540923850.HKD","IE00BVYPNQ40.USD","LU0871576103.HKD","09999","LU1303224171.USD","BK4532","LU0231483743.USD","LU1048588211.SGD","LU0067412154.USD","LU1226287792.SGD","BK4503","LU0188438112.USD","LU1188198961.HKD","LU0348735423.USD","LU1655091459.SGD","IE0008368742.USD","NTES","IE00BZ08YT58.USD","OND","LU0320764599.SGD","LU1251922891.USD","LU0868486357.SGD","IE00B031HY20.USD","LU0426412945.USD","LU1688375341.USD","LU0456827905.SGD","LU1807302812.USD","LU1008478684.HKD","BK4505","LU1226287875.USD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2638534831","title":"EasyMarkets易信:黄金情绪分歧加大","url":"https://stock-news.laohu8.com/highlight/detail?id=2638534831","media":"市场资讯","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2638534831?lang=zh_cn&edition=full","pubTime":"2026-05-25 17:57","pubTimestamp":1779703020,"startTime":"0","endTime":"0","summary":"5月25日,在金价围绕关键整数位反复拉扯时,市场分歧往往会从“方向”转向“节奏”。EasyMarkets易信表示,短期内利率预期与美元波动会不断改变黄金的持有成本与避险溢价,使得价格更容易出现上冲回落与区间整理交替的形态。EasyMarkets易信认为,当宏观变量牵引更强时,黄金更可能通过震荡来消化预期差,等待新的定价锚出现。EasyMarkets易信分析称,在分歧较大的阶段,更需要以数据与资金流的边际变化来验证方向,而非过度依赖单一叙事。","market":"sg","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://finance.sina.com.cn/money/future/roll/2026-05-25/doc-inhzcatk3580121.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"sina","symbols":["BAR","DULL","DGP","PALL","GDXU","GBUG","GLL","PICK","DUST","GDXY","UGL","SGUmain","DBC","BEGS","CEF","MGCmain","159831","159934","GCmain","DZZ","BTGD","GLDM","JNUG","SGCmain","AAAU","GDXD","GDX","FGDL","OUNZ","PHYS","RING","SGDM","GOAU","IAUI","GDXJ","IAUM","JDST","UYM","IAU","SHNY","09999","GLD","GOLY","518880","QOmain","GLTR","XME","SGOL","1OZmain","USG"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2638280582","title":"野村:网易游戏业务的前景看起来稳健","url":"https://stock-news.laohu8.com/highlight/detail?id=2638280582","media":"环球市场播报","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2638280582?lang=zh_cn&edition=full","pubTime":"2026-05-25 12:43","pubTimestamp":1779684180,"startTime":"0","endTime":"0","summary":"野村分析师在一份研究报告中表示,网易的游戏业务前景看起来很稳健。野村的分析师表示,考虑到同比基数非常高且缺乏大的新游戏,第一季度对网易的游戏业务来说本可能是充满挑战的。但他们表示,网易在第一季度实现了6%的收入增长,这一表现好于市场预期。他们指出,这“清楚地反映出(网易)推出十年的游戏具有极高的韧性和持久的人气”。野村还预计,一款极具潜力的新游戏将很快推出。该游戏可能会“在夏季游戏旺季期间最大程度地获得关注”。野村维持对网易ADR的买入评级和155.00美元的目标价。\n\n\n海量资讯、精准解读,尽在新浪财经APP\n\n责任编辑:王永生","market":"sg","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://finance.sina.com.cn/stock/usstock/c/2026-05-25/doc-inhzasck5848739.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"sina","symbols":["LU0326950275.SGD","LU1961090484.USD","LU0588546209.SGD","BK1531","LU0737861699.HKD","LU0821914370.USD","LU0633140560.USD","LU0502904849.HKD","LU0169518387.USD","LU2257852520.SGD","LU0737861772.HKD","LU0463099449.HKD","LU0531971595.HKD","LU0890818403.SGD","IE00B031HY20.USD","IE00B97KM107.HKD","LU0823413660.USD","LU0307460666.USD","LU1481107354.HKD","LU0708995583.HKD","IE0032834883.USD","LU1880383366.USD","LU2152927971.USD","HK0000320264.USD","LU1655091459.SGD","SG9999014674.SGD","LU1720050803.USD","LU0605514214.HKD","LU0327786744.USD","IE00BZ08YR35.GBP","LU1328615791.USD","LU2778985437.USD","LU0862451753.SGD","LU1831875114.USD","IE0009570106.USD","LU0823413587.USD","LU1048596156.SGD","09999","LU0117841782.USD","LU0173614495.USD","LU0456827905.SGD","IE0008368742.USD","LU0244354667.USD","LU0359201612.USD","SG9999003461.SGD","LU0049853897.USD","LU0106959298.USD","LU1226288097.SGD","LU0417516902.SGD","LU0561508036.HKD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2638758745","title":"国海证券:维持网易-S(09999)“增持”评级 目标价250港元","url":"https://stock-news.laohu8.com/highlight/detail?id=2638758745","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2638758745?lang=zh_cn&edition=full","pubTime":"2026-05-25 11:28","pubTimestamp":1779679693,"startTime":"0","endTime":"0","summary":"智通财经APP获悉,国海证券发布研报称,预计网易-S2026-2028年营收分别为1211/1315/1419亿元,经调整归母净利润分别为412/439/467亿元,对应经调整EPS为13/14/15元,对应经调整PE分别为12.3/11.5/10.8X。该行根据不同业务板块的盈利能力和竞争格局进行SOTP估值,给予2026年目标价250港元,维持“增持”评级。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":["rate"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1445523.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["EWH","000750","09999","OND","NTES"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2637312661","title":"“老面孔”游戏撑起场面,网易Q1收入突破300亿元,《遗忘之海》进入上线冲刺阶段","url":"https://stock-news.laohu8.com/highlight/detail?id=2637312661","media":"华夏时报网","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2637312661?lang=zh_cn&edition=full","pubTime":"2026-05-22 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20:31","pubTimestamp":1779453084,"startTime":"0","endTime":"0","summary":"IT之家 5 月 22 日消息,今天晚间,The Information 援引两位知情人士消息称,宁德时代拟参与 DeepSeek 的融资活动,此轮融资可能在 6 月份结束。知情人士表示,DeepSeek 首轮融资目标募资规模约 500 亿元人民币,最早下月便可完成募资交割。本轮增资完成后,DeepSeek 估值或将突破 3500 亿元人民币。相关人士还透露,京东、网易也正洽谈入股事宜,不过目前投资事宜尚未敲定。而据IT之家此前报道,腾讯控股和阿里巴巴集团也传出洽谈投资 DeepSeek 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