智通财经APP获悉，网易(09999)尾盘涨超5%。截至发稿，涨4.70%，报189.4港元，成交额17.29亿港元。
消息面上，9月13日，在2026暴雪嘉年华活动中，暴雪娱乐正式官宣《星际争霸》新作，类型为开放世界射击游戏，计划于2030年推出。高盛指出，暴雪宣布了其直到2030年的新游戏发布计划(包括《暗黑破坏神V》、《星际争霸》新作和《魔兽世界：无限》)，鉴于网易在中国的独家授权合作，这有望带来额外的收入来源。
该行还表示，评估了网易2027年的主要游戏管线，认为游戏管线在平淡的2026年后将提振公司营收。若执行得当，该行预计明年游戏管线将带来10%以上的增量收入贡献更重要的是，《无限大》带来的海外市场收入和人气提升有望改变该股的叙事，并推动估值重估。
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