高盛发表研究报告,提到网易-S(09999.HK) 近期股价疲弱,并探讨其背后关键议题。报告指出,股价压力可能源于市场对近期游戏流水增长放缓、2025年第四季度及2026年第一季度的利润率面临高基数,以及近期“Genie 3”/AI游戏创作工具潜在影响的担忧。由于缺乏近期新游戏贡献,该行预计,网易现金流水增长将在2025年第四季度放缓至按年增长5%。按游戏来看,该行数据追踪显示《FWJ》手游/PC...
Source Link高盛发表研究报告,提到网易-S(09999.HK) 近期股价疲弱,并探讨其背后关键议题。报告指出,股价压力可能源于市场对近期游戏流水增长放缓、2025年第四季度及2026年第一季度的利润率面临高基数,以及近期“Genie 3”/AI游戏创作工具潜在影响的担忧。由于缺乏近期新游戏贡献,该行预计,网易现金流水增长将在2025年第四季度放缓至按年增长5%。按游戏来看,该行数据追踪显示《FWJ》手游/PC...
Source LinkDisclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.