金吾财讯 | 交银国际表示,2025年网易(09999)游戏520发布会公布40多款游戏的新动态,包括9款新游,其中7款为自研,涉及三国、太空、漫威/命运IP、海洋冒险、派对生活模拟等题材,以及RPG、SLG、FPS等多种玩法。新游矩阵延续网易风格化路线,并体现全球化定位、多端布局、多品类探索的策略,尤其对竞技游戏品类的差异化拓展。老游戏也通过新的玩法、技术更新画面、IP联动营销,以及构建企划、国际赛事推动游戏长线运营。看好游戏趋势持续向好,维持目标价143美元/223港元及买入评级。
金吾财讯 | 交银国际表示,2025年网易(09999)游戏520发布会公布40多款游戏的新动态,包括9款新游,其中7款为自研,涉及三国、太空、漫威/命运IP、海洋冒险、派对生活模拟等题材,以及RPG、SLG、FPS等多种玩法。新游矩阵延续网易风格化路线,并体现全球化定位、多端布局、多品类探索的策略,尤其对竞技游戏品类的差异化拓展。老游戏也通过新的玩法、技术更新画面、IP联动营销,以及构建企划、国际赛事推动游戏长线运营。看好游戏趋势持续向好,维持目标价143美元/223港元及买入评级。
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.