格隆汇5月12日｜摩根士丹利发报告指，网易将于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%。该行维持网易美股目标价117美元及“增持”评级。

海量资讯、精准解读，尽在新浪财经APP

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.