摩根士丹利发报告指，过去1-2个月，由于竞争格局分化，资金纷纷流出外卖领域，网游受惠。其中，大摩认为网易(NTES.O)占据最佳位置，其积极的业务发展足以证明集团优异表现的合理性。故重申“增持”评级，并上调美股目标价4%，由145美元升至151美元。展望第二季，大摩预期网易游戏收入年增12%，经调整盈利增长20%。据最近的市场回馈表明，市场对第二季盈利预期的关键变数是营销费用的节省。但该行认为这并不重要，因网易已经提供了其长期营销费用率的指引。因此，大摩建议专注其收入增长和产品线，尤其是其在海外市场的进展。
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