金吾财讯 | 招银国际发表报告指，网易(NTES)首季收入同比增长7%至288亿元，基本符合市场预期。经营溢利同比增长37%至104亿元，超出市场预期25%，主要受惠于严格的经营费用控制，该支出按年跌14%。报告指，公司游戏业务重拾增长，季度收入按年增长加快至12%且超出预期，季度递延收入按年及按季升19%及16%，将支撑未来数季游戏收入增长。鉴于游戏业务的稳健表现，该行上调网易今年至2027年收入预测2%至6%，ADR目标价由125.5美元上调至136.5美元，维持“买入”评级。
金吾财讯 | 招银国际发表报告指，网易(NTES)首季收入同比增长7%至288亿元，基本符合市场预期。经营溢利同比增长37%至104亿元，超出市场预期25%，主要受惠于严格的经营费用控制，该支出按年跌14%。报告指，公司游戏业务重拾增长，季度收入按年增长加快至12%且超出预期，季度递延收入按年及按季升19%及16%，将支撑未来数季游戏收入增长。鉴于游戏业务的稳健表现，该行上调网易今年至2027年收入预测2%至6%，ADR目标价由125.5美元上调至136.5美元，维持“买入”评级。
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