智通财经APP获悉，网龙(00777)涨超4%，截至发稿，涨3.25%，报8.095港元，成交额2264.16万港元。
消息面上，近期，在2026全球智慧教育大会上，网龙推出目鱼AI，目前平台已上线测试，移动端版本同步在海外市场上架测试。中信证券表示，目鱼AI是以AI Agent为技术底座打造的多场景AI应用生态，在视频创作、教师备课、编程等领域拥有各类专业化工具，为工作、学习、创作与设计提供新的AI应用范式。该行认为，网龙向AI原生企业转型取得关键进展，看好公司在AI浪潮之下的长期发展。
中信建投指出，据网龙财报披露，1H26AI员工工作量占比提升至35%–40%，已上线269个岗位的AI员工并实现动态扩容，单款轻量化/原生游戏研发成本从千万元级压缩至约200万元。随着全集团人员精简至2557人，较2025年底净减少504人(半年内人员降幅达16.47%)。管理层在业绩电话会中披露AI对于人效费用的影响集中于25-26年体现，27年往后的优化幅度会逐步缩减，更多体现在费用小幅增加的情况下游戏产能提升，也就是经营杠杆效应。
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