异动解读 | 艺电盘后大涨6.52%,新游戏《战地》预订额超预期

异动解读
May 07, 2025

电子艺界(EA)今日盘后股价大涨6.52%,引发市场广泛关注。该公司发布的2026财年预测超出华尔街预期,成为推动股价上涨的主要因素。

据报道,EA预计2026财年的预订额将在76.0亿美元到80亿美元之间,高于分析师预期的76.2亿美元。公司对这一乐观预期的信心主要来自其体育游戏的强劲表现以及即将推出的新游戏《战地》。EA首席执行官安德鲁·威尔逊表示,公司有信心在今年夏天推出备受期待的《战地》游戏。

值得注意的是,EA的积极展望反映了游戏行业对销售韧性的乐观态度,尽管当前宏观经济波动导致消费者支出普遍回落。此外,公司第四季度的预订额达到18.0亿美元,远超预期的15.6亿美元,这主要得益于其多人动作冒险游戏《Split Fiction》的强劲销售。EA还表示,经过1月份的更新,其足球系列游戏《FC》的货币化率实现了两位数增长,进一步增强了投资者对公司业绩的信心。

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