花旗发表研究报告指,预期网易次季业绩将符合预期,总收入按年升11%、按季跌1.9%至283亿元,非公认会计准则(non-GAAP)计净利润料达94.6亿元,低于市场预期的96.6亿元。该行预期在线游戏收入将按年升15.2%、按季跌4%至231亿元,主要受惠于《梦幻西游》、《逆水寒》及《燕云十六声》的稳健表现,加上首季的延后收入,部分抵消了季节性疲软。该行对网易2025年至27年净收入预测分别降2.1%、升0.4%及降3.2%,non-GAAP净利润预测分别降1.7%、升1%及降2.8%,以反映2025年计算机游戏收入预测被下调。该行将对其目标价由156美元微升至157美元,维持“买入”评级。
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