【大摩：网易5月20日的年度产品展有可能成为其正面催化剂】金十数据5月12日讯，摩根士丹利发报告指，网易(09999.HK)将于5月20日举行第11届年度产品展，旨在为其新游戏产品线提供知名度。同时，网易将公布旗下七款新游戏，包括《万民长歌：三国》、《无主星渊》和《灵兽大冒险》等研发状况，以及超过30款在服游戏的更新。大摩认为此事很可能成为正面催化剂。因网易披露的2025年重点新产品发布大多已经过去。同时，股票市场正在等待防御性股票自下而上的利好。另据SenseTower的资料，受惠于《燕云十六声》和《第五人格》的强劲表现以及较低的基数，网易“五一假期”手游收入年增8%，优于腾讯控股(00700.HK)。暂维持网易美股目标价117美元及“增持”评级。
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