网易盘前跌超1% 高盛料首季毛利率或按季跌至60.2%

金吾资讯
07 May

金吾财讯 | 网易(NTES)盘前跌超1%,截至发稿,报107.08美元。消息面上,高盛表示,网易将于5月中旬公布今年首季财报,在PCARVR游戏收入持续向好及严格控制营运开支下,目前预测线上首季ARVR游戏收入将改善,料按年增长7%,较上季增长5%加快。该行续指,首季延递收入预料按年增长12%,毛利率则预期受到更高的IP收入分成开支所拖累,或按季跌至60.2%,2025至2027年Non-...

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