华泰证券：上调网易目标价至118.15港元新游戏上线将会贡献显著流水增量

格隆汇11-18

华泰证券发表报告指出，网易第三季收入按年跌3.9%至262亿元，低于市场一致预期1.3%。经调整净利润按年下滑13.3%，低于一致预期4.7%，主因汇率亏损扩大。端游和递延收入分别超过预期21%和14%，主因《魔兽》游戏回归和《永劫无间》端游流水再度增长。该行认为，暴雪游戏回归、《燕云》和《代号：无限大》未来上线将会贡献显著流水增量，因此上调网易2024至2026年游戏收入预测0.6、0.9及...

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华泰证券：上调网易目标价至118.15港元 新游戏上线将会贡献显著流水增量

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华泰证券：上调网易目标价至118.15港元新游戏上线将会贡献显著流水增量