金吾财讯 | 网易(NTES)美股盘前小幅上行，盘前涨幅3.23%，报价132.17美元。
消息面上，公司自研开放世界RPG作品《遗忘之海》推进上线节奏，PC端已于7月9日开启正式公测，移动端定档7月23日上线。该作品由网易Joker事业部耗时多年打磨，2019年正式立项，延续团队特色木偶化美术风格，该事业部曾打造爆款产品《第五人格》，具备成熟的自研游戏开发能力。
机构对该新游业绩增量给出乐观预期，高盛发布研报测算，《遗忘之海》未来十二个月有望为公司贡献超58亿元流水，有效拉动公司下半年整体游戏流水与营业收入实现双位数增长。依托新游带来的业绩增量预期，机构上调网易估值与目标价，维持个股买入评级，其中H股目标价由260港元上调至264港元，美股目标价由166美元上调至169美元。
本次新游上线为网易自研开放世界赛道补充全新产品矩阵，依托差异化美术风格与海洋奇遇题材，填补公司细分赛道空白。随着产品全平台陆续落地，后续流水表现将成为公司下半年游戏业务增长的核心观测点，新游产能释放也将持续优化公司整体营收结构与盈利预期。
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