美股详情

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网易

130.28

+2.972.33%

盘前：133.142.86+2.20%04:24 EDT

成交量：53.66万

成交额：7,011.56万

市值：825.44亿

市盈率：18.82

高：131.72

开：131.50

低：130.28

收：127.31

数据加载中...

总览公司新闻公告

中国游戏产业全球化已经进入“本土化”阶段初期

国产游戏海外收入破185亿美元产业全球化进入“发力海外本土化”新阶段丨封面有数

网易出走的张栋带着巨人网络，把吃鸡和蛋仔都干趴了？

新识研究所

招商证券国际：中国互联网行业首选腾讯上调目标价至670港元

格隆汇资讯

【券商聚焦】花旗维持网易(NTES)“买入”评级指其盈利来源稳健现金流强劲

大行评级｜花旗：微升网易目标价至157美元预期次季业绩将符合预期

网易7月29日成交额为9880.05万美元

游戏Ⅱ行业深度报告：从《第五人格》与《超自然行动组》看女性微恐赛道扩容

中信建投证券

传媒行业周报：AI编程模型技术进展显著，开源社区关注度提升

手游抽卡产品突涨33%引集中投诉！网易业绩增速放缓下升级玩家成本

Netease Inc7月28日成交额为1.66万美元

港股午评：三大指数齐跌，科技股、金融股低迷，创新药概念股继续强势

国产单机游戏迎快速发展期：3A大作与低成本游戏齐头并进

网易(NTES)盘前跌超1% 机构指盈利上升空间有限削公司至“中性”评级

网易游戏新规引争议玩家不满账号管理与定价调整机制

2025WAIC 各企业大模型王牌对决！一句话看懂亮点

直击WAIC 2025 | 押注具身智能模型、不做硬件做“大脑” 网易能否啃下比智驾更复杂的“硬骨头”？

每日经济新闻

WAIC前线｜可灵AI全球用户超4500万

传媒互联网周报：7月游戏版号下发关注暑期档影片票房边际弹性

网易传媒取得内容发布相关专利

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14:26","pubTimestamp":1753856800,"startTime":"0","endTime":"0","summary":"金吾财讯 | 花旗报告指，预测网易(NTES)第2季的销售及市场推广开支将按年减少15%，但按季增加10%至29.7亿人民币，占总收入的10.5%。进入下半年，花旗预期稳定的游戏收入势头将由几款准备测试或推出的著名游戏所带动，包括《暗黑破坏神IV》（diablo iv）、《天命：群星》（Destiny Rising）及《漫威秘法狂潮》（Marvel Mystic 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SOLO正式发布。维持传媒行业“推荐”评级。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025072918121394c14f20&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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13:24","pubTimestamp":1753766654,"startTime":"0","endTime":"0","summary":"本次争议集中于游戏近期上线的“召唤之王”卡池。同时，在另一维权平台“黑猫投诉”上，该游戏近30日也出现30条相关投诉记录，但截至目前，网易方面并未处理相关投诉，进一步加剧了玩家的不信任。营业收入增速放缓，核心业务表现疲软数据显示，网易营收虽保持增长态势，但增速明显放缓。抽卡涨价未提前公告、协议条款存在争议等问题，或正是这一短视导向的集中体现。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202507291325049724a836&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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机构指盈利上升空间有限 削公司至“中性”评级","url":"https://stock-news.laohu8.com/highlight/detail?id=2554774363","media":"金吾财讯","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2554774363?lang=zh_cn&edition=fundamental","pubTime":"2025-07-28 20:15","pubTimestamp":1753704938,"startTime":"0","endTime":"0","summary":"金吾财讯 | 网易(NTES)盘前跌超1%，截至发稿，报134美元。消息面上，摩根大通研究报告指，内地数码娱乐股份年初至今表现强劲，除基本面改善外，亦受到AI等投资主题推动，但认为网易未来六个月股价前景吸引力减低，将评级由“增持”降至“中性”，目标价则上调。该机构认为盈利上升空间有限，因未来1至2年行销费用将因新游戏及现有游戏推广而增加，且今年下半年缺乏重磅新作带动游戏收入增长。另外，内地开放予国际的游戏供应饱和，或影响2026年《遗忘之海》及《无限大》的收入确定性，料2026至27年每股盈利年均复合增长率仅6%；将港股目标价由210元升至220元，美股目标价由135美元升至140美元。","market":"fut","thumbnail":"https://static.szfiu.com/news/20250107/OWU4OGExOTI2NzgyMTc2NjE0.png","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20250107/OWU4OGExOTI2NzgyMTc2NjE0.png"],"rights":null,"property":["rate"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"290865","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":["NTES","09999"],"gpt_icon":0},{"id":"2554278067","title":"网易游戏新规引争议 玩家不满账号管理与定价调整机制","url":"https://stock-news.laohu8.com/highlight/detail?id=2554278067","media":"DoNews","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2554278067?lang=zh_cn&edition=fundamental","pubTime":"2025-07-28 16:57","pubTimestamp":1753693023,"startTime":"0","endTime":"0","summary":"网易旗下多款游戏近期新增开机免责协议，其中“365天未登录可删号”及“资费标准可随时调整”等条款引发玩家热议。此前，《世界之外》未提前通知涨价抽卡价格，导致玩家不满，游戏一度登上热搜。尽管官方致歉并承诺信息公开，但随后新增的用户协议再次激起讨论。网易今年一季度净收入达288亿元，游戏及相关业务贡献超八成收入，成为公司主要盈利支柱。然而，部分老游戏热度下滑、新作表现不佳，使公司面临一定增长压力。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025072817000494bf01e4&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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各企业大模型王牌对决！一句话看懂亮点","url":"https://stock-news.laohu8.com/highlight/detail?id=2554434327","media":"上观新闻","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2554434327?lang=zh_cn&edition=fundamental","pubTime":"2025-07-27 22:15","pubTimestamp":1753625704,"startTime":"0","endTime":"0","summary":"2025世界人工智能大会（WAIC）成为AI大模型上新的舞台。在今年“百模大战”热潮中，腾讯、网易、京东、商汤等科技巨头纷纷亮出王牌：腾讯全球首发开源“混元3D世界模型”，一句话轻松“造世界”；网易“灵动”推出矿山级具身智能模型“灵掘”，为挖掘机装上“自主进化大脑”；京东全面升级“JoyAI”大模型矩阵……眼花缭乱的大模型到底如何改变我们的生活？一句话带你看懂这场王牌对决。","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://finance.eastmoney.com/a/202507273468477798.html","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":"stock_eastmoney","symbols":["LU1152091168.USD","BK4504","LU0588545490.SGD","JD","LU0865486749.SGD","LU1328277881.USD","LU0543330483.HKD","LU1770036033.HKD","LU1720050803.USD","09618","BK4524","HK0000320223.HKD","LU0067412154.USD","LU0868486357.SGD","LU2039709279.SGD","BK4220","LU0359202008.SGD","BK4526","BK4548","89618","LU1366334651.USD","LU0426417589.USD","LU1770034418.SGD","SG9999002463.SGD","LU0163747925.USD","BK1249","LU0588545904.SGD","LU1813983027.USD","SG9999001226.SGD","BK4503","LU0588546209.SGD","LU0348735423.USD","LU0314109678.HKD","LU0828237510.HKD","LU0164880469.USD","BK1588","LU0456827905.SGD","LU0345775950.USD","BK4588","LU0320764599.SGD","LU1224444064.USD","LU1808992512.USD","LU1044874839.SGD","NTES","LU0051755006.USD","LU0128522157.USD","LU1366334578.USD","BK1610","LU0359201885.HKD","LU1880383440.USD"],"gpt_icon":1},{"id":"2554374398","title":"直击WAIC 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21:10","pubTimestamp":1753621859,"startTime":"0","endTime":"0","summary":"7月26日，2025世界人工智能大会暨人工智能全球治理高级别会议（WAIC2025）在上海开幕，网易旗下工程机械智能化品牌“网易灵动”正式推出全球首个专为露天矿山挖掘机装车场景打造的具身智能模型——灵掘。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"stock_eastmoney","url":"http://finance.eastmoney.com/a/202507273468466521.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/202507273468466521.html","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":"stock_eastmoney","symbols":["LU0708995583.HKD","LU2399975544.HKD","IE00B031J352.USD","BK4531","IE0032834883.USD","LU0067412154.USD","09999","LU0320764599.SGD","BK1609","LU0359201885.HKD","LU0561508036.HKD","SG9999003461.SGD","BK4526","IE00B067MR52.USD","LU0072462343.USD","LU0211977185.USD","LU0594300419.USD","IE00B0169L03.USD","LU1048596156.SGD","LU1226288170.HKD","LU0359202008.SGD","LU0456827905.SGD","HK0000320223.HKD","LU0244354667.USD","LU1152091754.HKD","LU0039217434.USD","LU0149721374.USD","LU1152091168.USD","SG9999014674.SGD","BK4577","LU2279701549.SGD","LU0880133367.SGD","IE00B97KM107.HKD","HK0000306685.HKD","LU0192582467.USD","LU0871576103.HKD","BK4588","NTES","BK1615","IE00B29SXG58.USD","LU1121112475.USD","LU0540923850.HKD","LU1023057109.AUD","LU2778985437.USD","IE0031814852.USD","LU0426412945.USD","LU0164865239.USD","LU0502904849.HKD","LU1880383366.USD","HK0000320264.USD"],"gpt_icon":0},{"id":"2554710858","title":"WAIC前线｜可灵AI全球用户超4500万","url":"https://stock-news.laohu8.com/highlight/detail?id=2554710858","media":"市场资讯","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2554710858?lang=zh_cn&edition=fundamental","pubTime":"2025-07-27 15:00","pubTimestamp":1753599600,"startTime":"0","endTime":"0","summary":"炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ （来源：网易科技报道）7月27日消息，可灵AI在2025WAIC期间举办“生成式AI应用元年”生态论坛。据悉，可灵AI目前已在全球拥有超过4500万创作者，产品自发布以来迭代升级30余次，累计生成超2亿个视频和4亿张图片，已初步建设成为一站式AI生产力引擎。本文来自网易科技报道，更多资讯和深度内容，关注我们。\n\n\n海量资讯、精准解读，尽在新浪财经APP","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":"https://finance.sina.com.cn/stock/t/2025-07-27/doc-infhwxxw2783732.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":["LU1008478684.HKD","BK4531","BK4577","LU1807302812.USD","LU0426417589.USD","LU1880383440.USD","LU1043141123.HKD","LU1960683339.HKD","BK4526","LU0426412945.USD","BK4588","IE00BVYPNQ40.USD","BK4501","BK4505","LU0994945656.USD","BK4085","LU0067412154.USD","LU1152091168.USD","LU1880383366.USD","BK4514","IE00BVYPNP33.GBP","LU0501845795.SGD","LU1152091754.HKD","BK4548","LU0880133367.SGD","LU1993786604.SGD","LU1121112475.USD","IE00BMCWC346.EUR","IE00BYV24P56.USD","BK4585","LU1043141396.HKD","BK4532","BK4503","IE00BGHQDM52.EUR","NTES","LU0072913022.USD"],"gpt_icon":0},{"id":"2554717961","title":"传媒互联网周报：7月游戏版号下发 关注暑期档影片票房边际弹性","url":"https://stock-news.laohu8.com/highlight/detail?id=2554717961","media":"中金公司","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2554717961?lang=zh_cn&edition=fundamental","pubTime":"2025-07-27 00:00","pubTimestamp":1753545600,"startTime":"0","endTime":"0","summary":"子板块方面，广电/游戏/电影领涨，游戏版号发放，暑期档影片票房边际修复等因素形成催化。游戏：7 月重点获批版号产品亮点频出。截至7 月27 日上午8 时，上海电影主投重点动画电影《浪浪山小妖怪》猫眼专业版点映及预售总票房576 万元，口碑及IP商业化合作进展良好。我们建议关注票房及IP商业化授权弹性，暑期档大盘观影热情边际修复，以及《南京照相馆》《731》《东极岛》等真人电影的票房表现。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250727131119a6c3c817&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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