智通财经APP获悉，网易-S(09999)涨超3%，截至发稿，涨3.2%，报193.3港元，成交额7.07亿港元。
消息面上，网易Joker工作室重磅新作《遗忘之海》官宣公测定档7月。据悉，该作由网易游戏旗下Joker工作室（《第五人格》制作方）研发的海洋奇遇开放世界RPG。历时5年打造，三端互通，以木偶美学为视觉标签，融合航海探索、双模态战斗、肉鸽循环等核心玩法。根据公司官网，截至发稿，该游戏目前全平台预约人数超2996万。
光大证券指出，参考《第五人格》《鸣潮》《异环》等风格或玩法相似的游戏，认为《遗忘之海》首年（12个月）流水或达50亿元，考虑到游戏三端发售，PC端（特别是直连）利润率较高，有望拉高整体利润率，若以35%-45%为利润率假设，有望贡献17.5-22.5亿元利润增量，占2025年公司Non-GAAP利润4.7%-6%。
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