瑞银：看好网易盈利或令人惊喜设目标价133美元

美港电讯03-04

【瑞银：看好网易盈利或令人惊喜设目标价133美元】金十数据3月4日讯，瑞银发报告表示，网易(NTES.O)将于3月7日推出5V5英雄射击游戏《FragPunk》。该行表示对这款游戏持建设性看法，尽管并不预期这款游戏能达到与《漫威争锋》相同的成功水平，但注意到玩家对该游戏的反馈相对正面，因其创新的设计有别于现有竞争对手。截至本报告发布前，FragPunk在Steam上有约7万追踪者，而《漫威争锋》则...

网页链接

免责声明：本文观点仅代表作者个人观点，不构成本平台的投资建议，本平台不对文章信息准确性、完整性和及时性做出任何保证，亦不对因使用或信赖文章信息引发的任何损失承担责任。

精彩评论

我们需要你的真知灼见来填补这片空白

发表看法

{"i18n":{"language":"zh_CN"},"isChannel":false,"data":{"share":"https://www.laohunote.com/m/news/2516361990?lang=zh_CN&edition=full","thumbnail":"","is_english":false,"pubTime":"2025-03-04 12:48","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"2516361990","market":"us","top_or_hot":-1,"title":"瑞银：看好网易盈利或令人惊喜设目标价133美元","media":"美港电讯","content":"<div>\n<p>【瑞银：看好网易盈利或令人惊喜设目标价133美元】金十数据3月4日讯，瑞银发报告表示，网易(NTES.O)将于3月7日推出5V5英雄射击游戏《FragPunk》。该行表示对这款游戏持建设性看法，尽管并不预期这款游戏能达到与《漫威争锋》相同的成功水平，但注意到玩家对该游戏的反馈相对正面，因其创新的设计有别于现有竞争对手。截至本报告发布前，FragPunk在Steam上有约7万追踪者，而《漫威争锋》则...</p>\n\n<a href=\"https://www.ushknews.com/\">网页链接</a>\n\n</div>\n","source":"live_meigang","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>瑞银：看好网易盈利或令人惊喜设目标价133美元</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n瑞银：看好网易盈利或令人惊喜设目标价133美元\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-03-04 12:48 北京时间&nbsp;&nbsp;&nbsp;<a href=https://www.ushknews.com/><strong>美港电讯</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>【瑞银：看好网易盈利或令人惊喜设目标价133美元】金十数据3月4日讯，瑞银发报告表示，网易(NTES.O)将于3月7日推出5V5英雄射击游戏《FragPunk》。该行表示对这款游戏持建设性看法，尽管并不预期这款游戏能达到与《漫威争锋》相同的成功水平，但注意到玩家对该游戏的反馈相对正面，因其创新的设计有别于现有竞争对手。截至本报告发布前，FragPunk在Steam上有约7万追踪者，而《漫威争锋》则...</p>\n\n<a href=\"https://www.ushknews.com/\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU1188198961.HKD","symbol_name":"SCHRODER ISF CHINA OPPORTUNITIES \"A\" (HKD) INC QV","start_time":0,"source_url":"https://www.ushknews.com/","article_id":"2516361990","we_media_id":null,"thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2516361990","pubTimestamp":1741063738,"columns":[],"sourceInfo":{"source_id":"live_meigang","name":"美港电讯"},"weMediaInfo":null,"summary":"【瑞银：看好网易盈利或令人惊喜设目标价133美元】金十数据3月4日讯，瑞银发报告表示，网易(NTES.O)将于3月7日推出5V5英雄射击游戏《FragPunk》。该行表示对这款游戏持建设性看法，尽管并","collect":0,"end_time":0,"defaultTopTitle":"ushknews.com","property":[],"viewcount":null,"language":"zh","relate_stocks":{"LU1188198961.HKD":"SCHRODER ISF CHINA OPPORTUNITIES \"A\" (HKD) INC QV","LU1152091754.HKD":"UBS (LUX) EQUITY FUND - CHINA OPPORTUNITY (USD) \"PM\" (HKD) INC","LU0821914370.USD":"贝莱德亚洲成长领袖A2","LU0370786039.SGD":"Fidelity Greater China A-SGD","LU0540923850.HKD":"ALLIANZ HONG KONG EQUITY \"A\" (HKD) INC","BK4548":"巴美列捷福持仓","BK4514":"搜索引擎","LU1481107354.HKD":"HSBC GIF HONG KONG EQUITY \"AD\" (HKD) INC","LU0831103253.SGD":"JPMorgan Funds - Asia Pacific Income A (mth) SGD","LU1961090484.USD":"ALLIANZ ALL CHINA EQUITY \"A\" (USD) INC","NTES":"网易","LU0417516902.SGD":"Allianz China Equity Cl AT Acc SGD","BK1608":"元宇宙概念","LU0320764599.SGD":"FTIF - Templeton China A Acc SGD","LU0348827113.USD":"ALLIANZ RCM CHINA \"AT\" ACC","LU0164880469.USD":"HSBC GIF HONG KONG EQUITY \"AC\" ACC","LU2476274308.USD":"ALLIANZ CHINA FUTURE TECHNOLOGIES \"AT\" (USD) ACC","BK4531":"中概回港概念","LU0106959298.USD":"UBS (LUX) EQUITY FUND - EMERGING MARKETS SUSTAINABLE LEADERS (USD) \"P\" (USD) ACC","LU1048588211.SGD":"Blackrock Asian Dragon A2 SGD-H","LU2152927971.USD":"NORDEA 1 ASIAN STARS EQUITY \"BP\" (USD) ACC","BK4505":"高瓴资本持仓","LU0359202008.SGD":"Blackrock China Fund A2 SGD-H","09999":"网易-S","LU0039217434.USD":"HSBC GIF CHINESE EQUITY \"AD\" INC","IE0032834883.USD":"FSSA ASIAN EQUITY PLUS \"I\" (USD) INC","LU0072462343.USD":"贝莱德亚洲巨龙基金","LU0898667661.SGD":"JPMorgan Funds - Asia Pacific Income A (mth) SGD-H","LU1807302812.USD":"UBS (LUX) EQUITY SICAV ALL CHINA \"P\" (USD) ACC","LU1226287792.SGD":"UBS (LUX) KEY SEL S-CHINA ALLOCATION OPP \"P\" (SGDHDG) INC","LU1226287875.USD":"UBS (LUX) KEY SEL S-CHINA ALLOCATION OPP \"PM\" (USD) INC","LU0231483743.USD":"abrdn SICAV I - ALL CHINA SUSTAINABLE EQUITY \"A\" (USD) ACC","LU0880133367.SGD":"UBS (LUX) EQUITY FUND CHINA OPPORTUNITY USD \"P\" (SGD) ACC","BK1588":"回港中概股","IE00B067MR52.USD":"FSSA ASIAN EQUITY PLUS \"I\" (USD) ACC","BK1609":"ChatGPT概念","LU0348825331.USD":"ALLIANZ CHINA EQUITY \"A\" (USD) INC","LU1226288253.USD":"UBS (LUX) KEY SELECTION SICAV - CHINA ALLOCATION  OPPORTUNITY (USD) \"P\" (USD) INC","BK4501":"段永平概念","LU1960683339.HKD":"UBS (LUX) EQUITY SICAV ALL CHINA \"P\" (HKD) ACC","DCF":"Dreyfus Alcentra Global Credit Income 2024 Target Term Fund, Inc","LU0561508036.HKD":"ALLIANZ CHINA EQUITY \"A\" (HKD) INC","BK4503":"景林资产持仓","IE00BYV24P56.USD":"GUINNESS EMERGING MARKETS EQUITY INCOME \"C\" (USD) ACC","IE00B97KM107.HKD":"FSSA ASIAN EQUITY PLUS \"I\" (HKD) ACC","LU0307460666.USD":"EASTSPRING INVESTMENTS CHINA EQUITY \"A\" ACC","IE00B031J352.USD":"FSSA GREATER CHINA GROWTH \"I\" (USD) INC","LU2257852520.SGD":"JPMorgan Funds - Asia Growth A (acc) SGD","LU0067412154.USD":"UBS (LUX) EQUITY FUND -  CHINA OPPORTUNITY \"P\" (USD) ACC","LU2242644610.SGD":"Fidelity China Innovation A-ACC-SGD"},"translate_title":"UBS: Optimistic about NetEase's profit or surprise, set a target price of $133","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"09999":1,"DCF":1,"NTES":1},"content_text":"【瑞银：看好网易盈利或令人惊喜设目标价133美元】金十数据3月4日讯，瑞银发报告表示，网易(NTES.O)将于3月7日推出5V5英雄射击游戏《FragPunk》。该行表示对这款游戏持建设性看法，尽管并不预期这款游戏能达到与《漫威争锋》相同的成功水平，但注意到玩家对该游戏的反馈相对正面，因其创新的设计有别于现有竞争对手。截至本报告发布前，FragPunk在Steam上有约7万追踪者，而《漫威争锋》则有逾20万。另外，网易旗下武侠角色扮演游戏《射雕》亦将在3月13日推出2.0版本，此次更新是该游戏的一次重大改版。《射雕》最初于2024年3月28日推出，被市场认为是一次失败。2.0更新包括美术设计的重大改版、新的游戏设计及优化移动设备上的游戏性能。基于DCF模型，得出目标价133美元，对应2025年13倍的市盈率，维持“买入”评级。瑞银表示看好网易，因其2025年基本面可能强劲，盈利或令人惊喜，这受惠于近期新推出的游戏，尤其是《漫威争锋》的良好表现，以及2024年经历转型的常青游戏触底反弹所带动。","kind":"live","is_publish_news":false,"is_publish_highlight":false,"is_publish_live":true,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"deviceId":"web-server-community-laohu8-v3","version":"4.32.1","shortVersion":"4.32.1","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2516361990"}