中银国际发表研究报告指，网易(09999.HK) (NTES.US) 将于8月下旬公布第二季业绩，预测总收入按年增长11%至282亿元人民币，当中线上游戏收入料增长16%至224亿元人民币，分别较市场预期低1%及2%；电脑游戏收入将大幅增长67%至76亿元人民币，手游收入则持平于约148亿元人民币。
中银国际预计网易次季经调整净利润将增长28%，达到100亿元人民币，较市场预期高出4%；全年率预测增长20%至403亿元人民币，主要受惠于现有游戏表现稳定、渠道优化、游戏收入结构转变、非游戏业务毛利率改善，以及营运支出减少等。
该行维持网易的“买入”评级，将目标价从220元上调至236元，并将2025至2027年经调整每股盈利预测上调最多2%。展望2026年，中银国际认为网易将迎来爆发性增长的一年。(gc/w)(港股报价延迟最少十五分钟。沽空资料截至 2025-07-07 12:25。) (美股为即时串流报价； OTC市场股票除外，资料延迟最少15分钟。)
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