汇丰研究发表研究报告，预期网易(09999.HK) (NTES.US) 第二季业绩表现稳健，目前预测收入按年增长11%，当中PC游戏收入料大幅增长64%，手机游戏收入恢复2%增长，将推动游戏收入整体增长约17%，与市场预期一致。该行估计次季递延收入将增长33%，经调整净利润料增长28%至100亿元人民币，对比市场预期分别增长26%及20%。
汇丰研究维持网易“买入”评级，并将美股目标价由150美元上调至158美元，指出网易股价今年以来累升57%，对比同期中国海外互联网ETF-KraneShares(KWEB.US) 升幅为23%。该行认为网易股价升势尚未结束，未来仍将受惠于PC游戏表现强劲、手机游戏复苏，以及明年将推出的两款重点大作《无限大》及《遗忘之海》的支持，盈利预期持续增长。(gc/u)(港股报价延迟最少十五分钟。沽空资料截至 2025-07-22 16:25。) (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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