金吾财讯 | 网易(NTES)盘中反复扬升，截至发稿，最新报129.83美元，涨幅2.04%，成交额3566万美元。消息面上，官方披露，旗下Joker工作室继《第五人格》后耗时7年打造的海洋冒险RPG《遗忘之海》PC版将于7月9日正式公测，游戏现已开启预下载。另一消息面上，高盛分析师林肯·孔近期称重点推荐网易股票。其在研报中指出，自今年5月网易公布稳健的2026年第一季度业绩后，其股价表现一直极为坚挺，预计这一强劲势头将在下半年延续，尤其是7月份多款新游戏的上线将进一步推高其利润率。此外，高盛还提出一个独特的投资逻辑：目前市场普遍担忧人工智能(AI)会对传统软件和应用领域带来颠覆性冲击，且诸多中国互联网同行正因对AI的过度投资而导致利润率严重承压。相比之下，网易凭借高壁垒的游戏核心资产，反而脱颖而出成为一家极具吸引力的“非AI”高成长型避风港企业。
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