港股详情

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网易-S

187.300

+1.6000.86%

成交量：194.55万

成交额：3.63亿

市值：5,929.92亿

市盈率：15.78

高：190.000

开：189.100

低：184.500

收：185.700

52周最高：246.990

52周最低：130.119

股本：31.66亿

香港流通股本：31.66亿

量比：0.52

换手率：0.06%

股息：4.71

股息率：2.52%

每股收益(LYR):11.870

净资产收益率：22.63%

总资产收益率：10.73%

市净率：3.27

市盈率(LYR):15.78

市销率: 4.65

数据加载中...

总览公司新闻资讯公告

EasyMarkets易信:产出预期稳健评矿业巨头表现

all in AI的字节，顺手抄了丁磊的后路

网易有道开源LobsterAI，携手社区打造“7×24小时全场景个人助理”

当中国互联网只剩“一个王座”

港股研究社

EasyMarkets易信:金价结构性转型与避险锚点

每日卖空追踪 | 网易云音乐 02月16日卖空量成交7.73万股，卖空比例为41.19%

网易－Ｓ(09999)出现大手卖出4.53万股，成交价$189.1，涉资856.623万

阿斯达克财经

【券商聚焦】开源证券维持网易-S(09999)“买入”评级看好老游戏长线运营、新游上线共驱成长

【券商聚焦】开源证券维持网易云音乐(09899)“买入”评级看好优质内容驱动ARPU逐步提升

网易云音乐(09899.HK)获富国基金增持14.08万股

网易丁磊，完成惊险一跃

财经天下WEEKLY

网易-S(09999.HK)：在研产品丰富看好老游焕新/新游上线驱动成长-港股公司信息更新报告

网易云音乐(09899.HK)：核心主业稳步增长看好内容扩充/AI持续驱动成长

网易2025财年实现净利润46.96亿美元，同比增加13.81%

不卷通用大模型，网易AI的“错位”生存法则

汽水音乐狂飙背后，在线音乐走到十字路口

EasyMarkets易信:MrBeast进军金融业数字资产原生代崛起

丁磊的千亿赌局：当网易选择为未来买单

网易这一年的停与进

网易云音乐(09899)2月13日斥资1495.83万港元回购9.2万股

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22:25","pubTimestamp":1771338300,"startTime":"0","endTime":"0","summary":"EasyMarkets易信表示，随着全球宏观逻辑的深度重构，黄金正在酝酿新一轮的突破，第二季度目标价上调至5800美元。　　由于美联储在2026年内的降息路径已愈发清晰，EasyMarkets易信认为，今年3月与6月各下调25个基点的预期将驱动实际利率持续走低，为金价提供坚实支撑。EasyMarkets易信总结认为，在动荡的金融环境中，黄金作为价值储存手段的意义依然重大，投资者应关注其在价格波动中展现出的长期避险价值。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://finance.sina.com.cn/money/future/roll/2026-02-17/doc-inhncvez8838819.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"sina","symbols":["LU0502904849.HKD","LU1770034418.SGD","MGCmain","SGOL","LU1807302812.USD","LU0329678337.USD","LU0173614495.USD","LU0106959298.USD","LU1226287792.SGD","GDX","IE0003795394.USD","LU0862451837.USD","LU1720050803.USD","HK0000306701.USD","LU2242644610.SGD","LU0540923850.HKD","LU0348735423.USD","LU0871576103.HKD","LU0898667661.SGD","IE00B29SXG58.USD","LU0307460666.USD","HK0000320223.HKD","GLL","LU1023057109.AUD","GLDM","LU0320764599.SGD","LU0890818403.SGD","LU0708995583.HKD","LU0106252389.USD","GDXJ","LU0633140560.USD","LU0831103253.SGD","BK1615","LU0348827113.USD","LU0072462343.USD","LU0048580855.USD","LU1880383366.USD","LU0244354667.USD","LU2257852520.SGD","IAU","LU0169518387.USD","LU1481107354.HKD","LU0117841782.USD","09999","HK0000320264.USD","SG9999014674.SGD","PALL","LU0348805143.USD"],"gpt_icon":1},{"id":"2612820480","title":"每日卖空追踪 | 网易云音乐 02月16日卖空量成交7.73万股，卖空比例为41.19%","url":"https://stock-news.laohu8.com/highlight/detail?id=2612820480","media":"市场透视","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2612820480?lang=zh_cn&edition=fundamental","pubTime":"2026-02-16 16:30","pubTimestamp":1771230637,"startTime":"0","endTime":"0","summary":"网易云音乐北京时间02月16日，股价较前一交易日持平，卖空量成交7.73万股，较上一交易日减少83.41%更多个股卖空数据请看下面视窗：卖空数据是观测市场多空博弈的关键指标：短期可反映市场情绪，高卖空比例预示看空预期，但极端值可能触发轧空反弹；长期结合基本面恶化则预警下行风险。需注意其局限性：卖空行为包含对冲需求，未必单纯看空；机构可能通过衍生品做空未体现在数据中，且散户跟风易扭曲信号。股市有风险，请谨慎决策。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260216163531a700e07d&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, 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09:20","pubTimestamp":1771204800,"startTime":"0","endTime":"0","summary":"[大手成交]网易－Ｓ(09999)在上午09:20出现大手卖出，成交量为4.53万，成交价为港币$189.1，涉资856.623万。至目前为止，股价升1.831%，今日最高价为$189.1，而最低价为$189.1，总成交量为14.389万股，总成交金额港币$2.683千万。","market":"other","thumbnail":"https://plib.aastocks.com/aafnnews/image/medialib/20180205145555799_s.jpg","type":0,"news_type":0,"thumbnails":["https://plib.aastocks.com/aafnnews/image/medialib/20180205145555799_s.jpg"],"rights":{"source":"aastocks_highlight","url":"http://www.aastocks.com/tc/stocks/news/aamm-content/AAT26021632/aamm-all-category","rn_cache_url":null,"directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.aastocks.com/tc/stocks/news/aamm-content/AAT26021632/aamm-all-category","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"aastocks_highlight","symbols":["LU0821914370.USD","LU0605514214.HKD","LU1688375341.USD","LU1481107354.HKD","LU1655091459.SGD","LU1226288097.SGD","IE00B031HY20.USD","LU0633140560.USD","LU0737861699.HKD","LU0117841782.USD","IE0008369823.USD","LU0611395673.USD","LU0173614495.USD","LU0633140727.USD","LU1328615791.USD","BK1104","IE00B031J352.USD","IE0008368742.USD","LU0051755006.USD","LU0455707207.USD","BK1588","LU0327786744.USD","LU0072462343.USD","LU1226288170.HKD","LU1303224171.USD","LU2778985437.USD","LU0188438112.USD","09999","HK0000320264.USD","LU0211977185.USD","LU0417516738.SGD","IE00BZ08YT58.USD","LU2242644610.SGD","LU0862451837.USD","LU0329678337.USD","LU2476274308.USD","LU0972618739.USD","LU0192582467.USD","LU1048588211.SGD","LU2476274720.SGD","LU0039217434.USD","LU0048580855.USD","LU0456827905.SGD","LU0862451753.SGD","IE0003851619.USD","LU1023057109.AUD","BK1615","LU2399975544.HKD","LU0572944931.SGD","IE0003795394.USD"],"gpt_icon":0},{"id":"2611174446","title":"【券商聚焦】开源证券维持网易-S(09999)“买入”评级 看好老游戏长线运营、新游上线共驱成长","url":"https://stock-news.laohu8.com/highlight/detail?id=2611174446","media":"金吾财讯","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2611174446?lang=zh_cn&edition=fundamental","pubTime":"2026-02-16 09:11","pubTimestamp":1771204319,"startTime":"0","endTime":"0","summary":"金吾财讯 | 开源证券发研报指，网易-S 2025Q4实现营收275亿元，归母净利润62亿元，NON-GAAP归母净利润71亿元，盈利承压主要系Q4确认投资及汇兑损失增加。截至Q4末，合同负债环比+5%至205亿元，增长动能强劲。基于新游上线时间预期，我们下调2026-2027年、新增2028年归母净利润预测至372/419/451亿元，当前股价对应PE分别为14.1/12.5/11.6倍，看好老游戏长线运营、新游上线、AI赋能深化共驱成长，维持“买入”评级。","market":"nz","thumbnail":"https://static.szfiu.com/news/20250109/NjBmYTFlMmI3YzYzNjVkMWZlODgyMTcwNTE1Njk3NDY=.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20250109/NjBmYTFlMmI3YzYzNjVkMWZlODgyMTcwNTE1Njk3NDY=.jpg"],"rights":null,"property":["rate"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1975166","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["09999","161027","NTES"],"gpt_icon":0},{"id":"2611174441","title":"【券商聚焦】开源证券维持网易云音乐(09899)“买入”评级 看好优质内容驱动ARPU逐步提升","url":"https://stock-news.laohu8.com/highlight/detail?id=2611174441","media":"金吾财讯","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2611174441?lang=zh_cn&edition=fundamental","pubTime":"2026-02-16 09:00","pubTimestamp":1771203645,"startTime":"0","endTime":"0","summary":"自研大模型Climber提升内容推荐能力，系列AI功能助力实现一键MV生成、播放器背景定制等。我们看好音频内容扩充及AI应用深化继续驱动平台活跃用户数、付费率及ARPU提升。考虑会员结构变化对ARPU的短期冲击，我们下调2026-2027年、新增2028年归母净利润预测至21.0/23.6/26.4亿元，当前股价对应PE分别为15.0/13.4/11.9倍，看好优质内容驱动ARPU逐步提升，维持“买入”评级。","market":"hk","thumbnail":"https://static.szfiu.com/news/20250106/ZGNkM2E3NDVjMTk0N2Q5ZDk4NjYxNjc1YjA4NjMzOTA5MjkwMDE=.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20250106/ZGNkM2E3NDVjMTk0N2Q5ZDk4NjYxNjc1YjA4NjMzOTA5MjkwMDE=.jpg"],"rights":null,"property":["rate"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1975162","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["09899","161027","09999"],"gpt_icon":0},{"id":"2611999174","title":"网易云音乐(09899.HK)获富国基金增持14.08万股","url":"https://stock-news.laohu8.com/highlight/detail?id=2611999174","media":"中金财经","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2611999174?lang=zh_cn&edition=fundamental","pubTime":"2026-02-16 08:47","pubTimestamp":1771202822,"startTime":"0","endTime":"0","summary":"格隆汇12月24日丨根据联交所最新权益披露资料显示，2025年12月19日，网易云音乐(09899.HK)获富国基金管理有限公司在场内以每股均价190.5866港元增持14.08万股，涉资约2683.5万港元。\r\n\r\n　　增持后，富国基金管理有限公司最新持股数目为1098.682万股，持股比例由4.98%上升至5.04%。","market":"fut","thumbnail":" http://caiji.3g.cnfol.com/colect/202602/16/20260216733514.jpg","type":0,"news_type":0,"thumbnails":[" http://caiji.3g.cnfol.com/colect/202602/16/20260216733514.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://sc.stock.cnfol.com/gushizhibo/20260216/32019756.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"shareholding","news_rank":0,"length":0,"strategy_id":0,"source":"zhongjincaijing_highlight","symbols":["BK1104","LU0737861699.HKD","LU2242644610.SGD","IE0008368742.USD","SG9999001051.SGD","LU0823413660.USD","LU1226288253.USD","IE00B29SXG58.USD","LU1770034418.SGD","LU0052750758.USD","LU0072913022.USD","LU0320764599.SGD","LU0540923850.HKD","LU0431992006.USD","LU0871576103.HKD","09999","LU0633140560.USD","BK1609","LU1023057109.AUD","IE00BZ08YR35.GBP","LU0561508036.HKD","LU0862451837.USD","LU1226288097.SGD","LU1188198961.HKD","LU1675838814.USD","LU0117844026.USD","BK1588","LU0456827905.SGD","LU0611395673.USD","IE00BZ08YS42.EUR","LU1303224171.USD","IE0009570106.USD","LU1880383440.USD","LU1226287529.USD","LU1794554557.SGD","LU0821914370.USD","HK0000320264.USD","BK1615","LU0594300179.USD","HK0000306701.USD","IE00B0169L03.USD","LU0326950275.SGD","LU1880383366.USD","09899","LU0192582467.USD","LU0531971595.HKD","LU0456846285.SGD","IE0003795394.USD","LU0828237510.HKD","LU2152927971.USD"],"gpt_icon":0},{"id":"2611475471","title":"网易丁磊，完成惊险一跃","url":"https://stock-news.laohu8.com/highlight/detail?id=2611475471","media":"财经天下WEEKLY","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2611475471?lang=zh_cn&edition=fundamental","pubTime":"2026-02-15 09:30","pubTimestamp":1771119030,"startTime":"0","endTime":"0","summary":"截至2025年12月31日，网易持有的净现金储备高达1635亿元，这一数额较2024年底的1315亿元有了显著增长。网易2025年财报显示，游戏及相关增值服务营收921亿元，其中在线游戏净收入896亿元，同比增长11%，重回双位数增长。但不巧的是，网易上市后即遭遇互联网泡沫破裂，加之当时的财报数据披露失误引发信任危机，股价一度暴跌至0.48美元，濒临退市。2月11日，丁磊在财报会中指出，AI确实降低了准入门槛，但也极大地拔高了头部产品的成功门槛。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2026021509395095412f9d&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2026021509395095412f9d&s=b","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"tencent","symbols":["LU2279701549.SGD","SG9999014674.SGD","IE0008368742.USD","LU0572944931.SGD","LU0231459107.USD","LU2778985437.USD","LU1251922891.USD","IE00B29SXG58.USD","IE0003851619.USD","LU0501845795.SGD","LU0588546209.SGD","SG9999003461.SGD","LU0871576103.HKD","09999","LU0633140560.USD","LU1734074674.USD","BK1609","LU0561508036.HKD","LU1226287792.SGD","LU0307460666.USD","LU1226288097.SGD","LU1675838814.USD","LU1807302812.USD","LU0831103253.SGD","LU0117844026.USD","LU0348825331.USD","SG9999001846.SGD","HK0000306685.HKD","LU1303224171.USD","LU1655091459.SGD","LU0231483743.USD","LU0117841782.USD","LU0605514214.HKD","LU1226287875.USD","LU0049853897.USD","LU0821914370.USD","LU0188438112.USD","LU0326950275.SGD","IE0008369823.USD","LU1961090484.USD","LU1719994722.HKD","09899","LU0192582467.USD","LU0327786744.USD","BK1531","LU0348735423.USD","LU0611395673.USD","LU0634319403.HKD","LU0072462343.USD","LU2257852520.SGD"],"gpt_icon":0},{"id":"2611143686","title":"网易-S(09999.HK)：在研产品丰富 看好老游焕新/新游上线驱动成长-港股公司信息更新报告","url":"https://stock-news.laohu8.com/highlight/detail?id=2611143686","media":"中金财经","labels":["productRelease"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2611143686?lang=zh_cn&edition=fundamental","pubTime":"2026-02-15 01:17","pubTimestamp":1771089422,"startTime":"0","endTime":"0","summary":"　　递延收入环比再提升，看好老游焕新/新游上线驱动成长，维持“买入”评级公司2025Q4 实现营收275 亿元，归母净利润62 亿元，NON-GAAP 归母净利润71 亿元，盈利承压主要系Q4 确认投资及汇兑损失增加。Q4 毛利率为64.2%，销售/管理/研发费率分别同比+3.6/-0.5/-0.6pct，净利率为23.1%。截至Q4 末，合同负债环比+5%至205 亿元，增长动能强劲。","market":"fut","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://sc.stock.cnfol.com/gushizhibo/20260215/32019181.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"productRelease","news_rank":0,"length":0,"strategy_id":0,"source":"zhongjincaijing_highlight","symbols":["LU0611395673.USD","IE0009570106.USD","LU1734074674.USD","09999","LU0211977185.USD","LU0594300419.USD","LU1043141123.HKD","LU0784639295.USD","LU0049853897.USD","LU1481107354.HKD","BK1615","LU1688375341.USD","BK4532","LU0417516738.SGD","LU1251922891.USD","LU1328615791.USD","LU1880383440.USD","BK4577","IE00B067MR52.USD","LU0594300179.USD","LU1785774172.SGD","VT","BK4526","BK1608","LU0106252389.USD","LU0502904849.HKD","LU0531971595.HKD","LU1121112475.USD","LU1808992512.USD","LU2242644610.SGD","LU0359202008.SGD","LU0348827113.USD","LU1023057109.AUD","LU0455707207.USD","LU1228905540.USD","VXUS","LU0048580855.USD","LU1226287875.USD","LU0823413587.USD","LU0633140560.USD","LU0164880469.USD","LU0348735423.USD","LU1226287792.SGD","HK0000320264.USD","LU2476274308.USD","LU0370786039.SGD","LU0359201612.USD","NTES","LU0287142896.SGD","HK0000320223.HKD"],"gpt_icon":0},{"id":"2611143683","title":"网易云音乐(09899.HK)：核心主业稳步增长 看好内容扩充/AI持续驱动成长","url":"https://stock-news.laohu8.com/highlight/detail?id=2611143683","media":"中金财经","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2611143683?lang=zh_cn&edition=fundamental","pubTime":"2026-02-15 01:17","pubTimestamp":1771089421,"startTime":"0","endTime":"0","summary":"　　业绩高增，看好音频内容扩充及AI 赋能深化驱动成长，维持“买入”评级2025 年公司实现营收77.6 亿元，归母净利润27.5 亿元，经调整营业利润17.3 亿元，经调整净利润28.6 亿元，业绩高增主要系盈利能力提升及2025 年确认所得税抵免约6.8 亿元。我们看好音频内容扩充及AI 应用深化继续驱动平台活跃用户数、付费率及ARPU 提升。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://sc.stock.cnfol.com/gushizhibo/20260215/32019180.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":"zhongjincaijing_highlight","symbols":["LU0972618739.USD","BK1531","LU0348825331.USD","LU1720050803.USD","LU0329678337.USD","LU0823413660.USD","LU0048580855.USD","LU0117841782.USD","LU1785774172.SGD","LU0455707207.USD","LU0244354667.USD","LU0278937759.USD","LU0469268626.HKD","LU1880383440.USD","LU0188438112.USD","HK0000320264.USD","LU0320764599.SGD","LU1251922891.USD","09999","LU0106959298.USD","LU0359201885.HKD","LU0594300419.USD","LU1023057109.AUD","LU0823413587.USD","IE00BZ08YS42.EUR","LU1226288097.SGD","IE0008368742.USD","LU0072913022.USD","LU0287142896.SGD","IE00BZ08YR35.GBP","LU0871576103.HKD","LU1048588211.SGD","LU1831875114.USD","SG9999001051.SGD","LU0611395673.USD","IE0032834883.USD","IE0031814852.USD","LU0862451753.SGD","LU0650527681.SGD","LU1328615791.USD","LU0463099449.HKD","IE0008369823.USD","LU0231483743.USD","09899","LU1734074674.USD","LU1226287529.USD","LU0210526637.USD","LU0348805143.USD","LU0831103253.SGD","LU0821914370.USD"],"gpt_icon":0},{"id":"2611128608","title":"网易2025财年实现净利润46.96亿美元，同比增加13.81%","url":"https://stock-news.laohu8.com/highlight/detail?id=2611128608","media":"市场透视","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2611128608?lang=zh_cn&edition=fundamental","pubTime":"2026-02-15 00:00","pubTimestamp":1771084858,"startTime":"0","endTime":"0","summary":"2月15日，网易公布财报，公告显示公司2025财年净利润为46.96亿美元，同比增加13.81%；其中营业收入为156.68亿美元，同比增加7.09%，每股基本收益为7.37美元。从资产负债表来看，网易总负债80.58亿美元，其中短期债务9.14亿美元，资产负债比为3.94，流动比率为3.45。机构评级：截至2026年2月15日，当前有33家机构对网易目标价做出预测，其中目标均价为159.55美元，其中最低目标价为89.59美元，最高目标价为185.08美元。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260215000109a6fbc8c0&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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将游戏作为AI的“练兵场”网易之所以敢在通用模型上“缺位”，和超1400亿的现金储备不无关系，能够站在风口一线及时跟进。不卷通用模型的策略，确实为网易争取到了转型的时间窗口，陆续推出了智能捏脸、智能NPC、剧组模式、AI队友等多个行业首创的AI玩法，已经处于第二阶段向第三阶段的过渡期。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260214120539a4a3232f&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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10:37","pubTimestamp":1771036620,"startTime":"0","endTime":"0","summary":"　　目前，汽水音乐有两次高光时刻：上一次是刚上线时成为音乐行业的搅局者，这一次是月活数据逼近网易云音乐。　　2022年，在国内互联网平台监管趋严、反垄断成为政策重点的大背景下，汽水音乐低调上线。　　那么，汽水音乐为何能在短短一年多的时间逆袭增长？　　根据调研机构QuestMobile数据，截至2025年第三季度，汽水音乐的月活跃用户已突破1.2亿，直逼网易云音乐。","market":"sg","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://finance.sina.com.cn/stock/t/2026-02-14/doc-inhmuaqn8349440.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"sina","symbols":["LU0831103253.SGD","09999","LU0117844026.USD","LU0561508036.HKD","LU0051755006.USD","LU1328615791.USD","LU0231459107.USD","IE00B031HY20.USD","AI","IE00BYTNYN87.SGD","LU1785774172.SGD","IE0008369823.USD","LU0228659784.USD","BK4531","LU0821914370.USD","LU0348825331.USD","BK4526","LU1794554557.SGD","LU0106252389.USD","LU0359201885.HKD","LU0502904849.HKD","LU0509642566.USD","BK4585","LU0572944931.SGD","LU2152927971.USD","BK1104","LU0072462343.USD","LU0868486357.SGD","LU0278937759.USD","LU1720050803.USD","BK4548","LU0501845795.SGD","LU0593848301.USD","LU0456827905.SGD","BK4023","BK4565","LU1719994722.HKD","LU0327786744.USD","LU1226287792.SGD","01698","HK0000320264.USD","BK1128","BK4571","09899","BK1588","HK0000320223.HKD","SG9999001051.SGD","LU0431992006.USD","IE0032834883.USD","TME"],"gpt_icon":1},{"id":"2611216527","title":"EasyMarkets易信:MrBeast进军金融业 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23:19","pubTimestamp":1770995940,"startTime":"0","endTime":"0","summary":"EasyMarkets易信认为，这种从社交影响力向金融服务转化的模式，标志着数字资产正加速渗透进年轻一代的日常生活，金融机构的定义正在被重新改写。EasyMarkets易信认为，尽管这批年轻受众目前的资产规模尚处于起步阶段，但在接下来的十年中，随着代际财富继承的发生，他们将成为市场的主导力量。EasyMarkets易信认为，投资者应密切关注这种由流量驱动、以技术为核心的新型金融生态。","market":"sg","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://finance.sina.com.cn/money/future/roll/2026-02-13/doc-inhmszca5613826.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"sina","symbols":["09999","LU1226288170.HKD","LU0173614495.USD","LU0456827905.SGD","LU1675838814.USD","HK0000320264.USD","LU0106959298.USD","LU0611395673.USD","BK1104","LU0831103253.SGD","LU0633140727.USD","LU0634319403.HKD","LU0049853897.USD","LU1785774172.SGD","LU1720050803.USD","LU1961090484.USD","BK1531","IE00BZ08YR35.GBP","LU0244354667.USD","LU0455707207.USD","HK0000320223.HKD","BK1588","IE00B031HY20.USD","SG9999001846.SGD","LU1807302812.USD","LU0594300179.USD","IE0031814852.USD","IE0009570106.USD","SG9999014674.SGD","LU0307460666.USD","LU1831875114.USD","LU0862451837.USD","LU0588546209.SGD","IE0008368742.USD","IE00B0169L03.USD","LU1023057109.AUD","LU2152927971.USD","LU0039217434.USD","LU0117844026.USD","LU0359201612.USD","LU0211977185.USD","LU0540923850.HKD","LU0072913022.USD","LU1770034418.SGD","LU1794554557.SGD","LU1880383440.USD","LU0501845795.SGD","LU0605514214.HKD","LU1188198961.HKD","IE0003851619.USD"],"gpt_icon":0},{"id":"2611715045","title":"丁磊的千亿赌局：当网易选择为未来买单","url":"https://stock-news.laohu8.com/highlight/detail?id=2611715045","media":"中金财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2611715045?lang=zh_cn&edition=fundamental","pubTime":"2026-02-13 21:43","pubTimestamp":1770990201,"startTime":"0","endTime":"0","summary":"证券之星 马麓2月11日晚间，网易发布2025年第四季度及全年财务报告。财报显示，网易 Q4 运营费用高达 94 亿元，同比大幅增长 10.9%，主要由营销费用构成，反映出公司为新游戏推广与市场份额争夺付出的成本代价。网易CEO 丁磊在电话会议中明确表示，网易与暴雪已建立起良好的沟通与合作关系，双方团队信任度、配合度持续提升，未来将围绕本地化内容、联合研发持续深化合作。03   AI战略：丁磊眼中的新门槛AI是网易长期战略的核心词汇。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://sc.stock.cnfol.com/gushiyaowen/20260213/32018459.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"zhongjincaijing_highlight","symbols":["LU0868486357.SGD","BK4510","BK1615","LU0188438112.USD","LU0359202008.SGD","BK4505","LU0320764599.SGD","LU0359201612.USD","LU1831875114.USD","LU1719994722.HKD","BK4548","LU0890818403.SGD","LU0348735423.USD","NTES","LU0561508036.HKD","LU0039217434.USD","09999","BK4204","LU0329678170.USD","LU1226287529.USD","LU1808992512.USD","SG9999014674.SGD","LU0210526637.USD","LU2051468812.USD","LU0228659784.USD","09899","LU0823413660.USD","IE0008368742.USD","LU2152927971.USD","LU0117844026.USD","LU1807302812.USD","LU0348825331.USD","LU0067412154.USD","IE0008369823.USD","LU0211977185.USD","BK4501","LU0329678337.USD","LU0244354667.USD","LU0192582467.USD","BK4588","LU0231483743.USD","LU0072913022.USD","LU0231459107.USD","LU0650527681.SGD","LU2778985437.USD","LU1720050803.USD","IE00BMCWC346.EUR","LU1048596156.SGD","DAO","LU0862451753.SGD"],"gpt_icon":0},{"id":"2611219857","title":"网易这一年的停与进","url":"https://stock-news.laohu8.com/highlight/detail?id=2611219857","media":"光子星球","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2611219857?lang=zh_cn&edition=fundamental","pubTime":"2026-02-13 20:32","pubTimestamp":1770985950,"startTime":"0","endTime":"0","summary":"2月11日，网易发布2025年第四季度报及年报，给出了这种转向的底色。另一方面，网易单季度游戏收入微增3.4%至220亿元，这与合并资产负债表中的递延收入形成对照。具体来看，网易发起的拉力赛分为海内外两条线。MMO起家的网易，自然有一套极为成熟的运营与变现体系。以《漫威争锋》为例，这款一年多前上线的英雄射击产品迄今仍在海外保持较稳定的留存。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260213205724a4a0e87e&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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19:22","pubTimestamp":1770981765,"startTime":"0","endTime":"0","summary":"智通财经APP讯，网易云音乐(09899)发布公告，于2026年2月13日，该公司斥资1495.83万港元回购9.2万股股份，每股回购价160.3-166.5港元。于2026年2月13日，该公司根据首次公开发售前股份奖励计划行使股份期权而发行750股新股。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1405355.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"shareholding","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["LU0431992006.USD","LU0633140727.USD","IE0032834883.USD","IE00BZ08YT58.USD","LU0823413660.USD","BK1128","SG9999014674.SGD","LU1328615791.USD","LU2242644610.SGD","LU0210527791.USD","LU0634319403.HKD","LU0594300419.USD","IE0009570106.USD","HK0000320223.HKD","IE0031814852.USD","LU0831103253.SGD","LU0278937759.USD","LU0149721374.USD","LU0972618739.USD","LU0823413587.USD","LU2051468812.USD","LU1794554557.SGD","LU0871576103.HKD","LU0140636845.USD","SG9999001051.SGD","IE00B067MR52.USD","LU1226288253.USD","LU0210526637.USD","IE0008368742.USD","LU1807302812.USD","09899","LU0039217434.USD","LU1251922891.USD","LU1734074674.USD","LU1785774172.SGD","IE0008369823.USD","LU0329678170.USD","BK1608","09999","LU1303224171.USD","LU0173614495.USD","LU0890818403.SGD","LU1951186391.HKD","LU2476274308.USD","LU0469268626.HKD","HK0000306701.USD","LU0417516738.SGD","LU0348735423.USD","LU0326950275.SGD","LU1688375341.USD"],"gpt_icon":0}],"pageSize":20,"totalPage":10,"pageCount":1,"totalSize":200,"code":"91000000","status":"200"}]}}