建银国际发布研报称,将网易-S目标价从184.6港元升至226.2港元;网易(NTES.US)目标价由118.3美元上调至145美元,此基于17倍2025年预计市盈率,较网易五年平均值高出0.25个标准差,此前为15倍,因考虑到传统游戏韧性及网易品牌全球曝光度提升所带来的增长可见度增强。维持“跑赢大市”评级。网易在2025年第一季度实现稳健的超预期表现。展望未来,该行预计游戏业务的势头将持续,...
Source Link建银国际发布研报称,将网易-S目标价从184.6港元升至226.2港元;网易(NTES.US)目标价由118.3美元上调至145美元,此基于17倍2025年预计市盈率,较网易五年平均值高出0.25个标准差,此前为15倍,因考虑到传统游戏韧性及网易品牌全球曝光度提升所带来的增长可见度增强。维持“跑赢大市”评级。网易在2025年第一季度实现稳健的超预期表现。展望未来,该行预计游戏业务的势头将持续,...
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