异动解读 | 网易-S股价盘中大涨10.89%,一季度业绩超预期

异动解读
16 May

5月16日,网易-S(09999.HK)股价在盘中大涨10.89%,引发市场关注。此轮涨势主要得益于公司前一日发布的2025年第一季度财报超出市场预期。

财报显示,网易2025年第一季度净收入为288亿元,同比增长7.4%;归属于公司股东的净利润为103亿元,同比增长34.94%。其中,游戏及相关增值服务净收入为240亿元,同比增长12.1%。公司多款长线游戏如《第五人格》、《率土之滨》等表现亮眼,新游戏《燕云十六声》、《漫威争锋》等也贡献了可观收入。

除了业绩增长外,网易在运营效率方面也有显著提升。公司通过优化营销支出等措施,使得营业费用同比下降14.4%。此外,网易还在积极推进人工智能技术在游戏开发中的应用,并持续关注海外市场拓展。这些因素共同推动了投资者信心,促使股价大幅上涨。

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