格隆汇3月19日｜网易(NTES.US)盘前涨超3%，报103.52美元。消息面上，中国音数协ARVR游戏工委公布，2025年2月内地ARVR游戏市场收入279.35亿元，同比增长12.3%。其中，内地移动ARVR游戏市场实际销售收入208.42亿元，同比增长14.18%。

中银国际此前发表研报指，认为网易《界外狂潮》客户端在全球上线后，持续获得全球玩家的关注及亲睐。该行假设上述ARVR游戏对网易今年的流水贡献在18亿元。该行维持网易的“买入”评级，目标价为124美元。(格隆汇)

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