大行评级|摩根大通:维持网易“中性”评级 未来6至12个月基本面存在不确定性

中金财经
Sep 10

  摩根大通发表研究报告指,网易股价近期跑赢恒指,根据与投资者的讨论,该行认为主要推动因素包括《梦幻西游》端游免费版第三季表现强劲,预期网易未来将改以香港为主要上市地,以及内地在线游戏行业的强劲市场情绪。   该行对网易短期股价动能持乐观态度,因上述股价推动因素在未来1至2个月内仍可持续。但该行维持对网易“中性”评级,目标价为215港元,认为公司未来6至12个月基本面存在不确定性,包括未来数季收入增长将放缓,因比较基数将因动视暴雪内地收入、《燕云十六声》及《漫威争锋》等游戏提高,明年新游戏推出时机存在不确定性,官方仍未确认《遗忘之海》及《无限大》推出时间。      【免责声明】本文仅代表作者本人观点,与和讯网无关。和讯网站对文中陈述、观点判断保持中立,不对所包含内容的准确性、可靠性或完整性提供任何明示或暗示的保证。请读者仅作参考,并请自行承担全部责任。邮箱:news_center@staff.hexun.com   

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