招银国际发表研报指，网易第二季收入按年增长9%至279亿元，较市场预期低2%，非公认会计准则净利润按年升22%至95亿元，大致符合市场预期。虽然游戏收入增速逊预期，或影响短期投资情绪，但该行认为下半年游戏业务前景仍具韧性，预计在长青游戏支持下分部收入可按年增长13%。该行维持网易2025至2027年盈利预测基本不变，基于游戏行业估值重估，将美股目标价从136.5美元上调至160美元，维持“买入”评级。
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