网易二季度:游戏收入挑大梁,股票投资成拖累

红星资本局
Aug 21

8月20日,网易(NTES.US;09999.HK)公布了2026年第二季度及上半年财报。这份财报覆盖的三个月,恰好是网易在港交所完成从第二上市转为双重主要上市的过渡期——转换生效日期为6月30日,正是本报告期的最后一天。  数字本身讲述了一个并不复杂的故事:收入在涨,毛利在涨,营业利润也在涨,但归属于股东的净利润却掉头向下。这种“增收不增利”的错位,恰恰是这份财报里最值得细看的部分。  收入与...

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