美股详情

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网易

102.78

+0.79000.77%

盘后：102.780.00000.00%18:34 EST

成交量：169.38万

成交额：1.73亿

市值：662.41亿

市盈率：16.33

高：103.70

开：103.00

低：100.76

收：101.99

数据加载中...

总览公司新闻公告

1月版号名单公布，腾讯《王者荣耀世界》、网易《冰汽时代》获批

21世纪经济报道

里昂料网易上季收入及经调整息税前盈利按年升4%

【大行评级｜里昂：维持网易“跑赢大市”评级预计第四季游戏收入反弹】里昂发表研报指，鉴于暴雪游戏的回归以及《漫威争锋》、《燕云十六声》和《曾经的人类》等新游戏的强劲增长，网易游戏收入将在2024年第四季反弹。至于2025年的产品线得到加强，特别是在开放世界角色扮演游戏、射击游戏和动漫游戏等尚未开发的游戏类型。里昂预计，网易2024年第四季总营收及经调整息税前利润，将分别按年增长4%，至于2025年营收可能会再次加速至按年增9%。该行将网易美股目标价定于120美元不变，维持“跑赢大市”评级。

中信里昂：维持网易-S“跑赢大市”评级游戏收入将在2024年第四季反弹

传网易游戏高级副总裁劭赟离职权力回归总裁办

网易涨0.74% 股价突破100美元大关

携程网(TCOM)盘前升1.89% 里昂指行业将在今年继续反弹

传网易游戏高管离职内部多项目面临预算受阻

【里昂：中国互联网行业偏好游戏、旅游、本地服务及以旧换新政策受惠者】里昂发表研究报告指，中国互联网行业作为消费复苏政策的早期主要受惠者，相信将在今年继续反弹。游戏、电商和电动车将在全球更具吸引力。该行偏好游戏、旅游、本地服务以及以旧换新政策的受惠者，首选腾讯、小米、携程、网易、美团、京东。

【券商聚焦】中金升网易(09999)目标价4% 料上季业绩稳定

中金：维持网易-S(09999)“跑赢行业”评级目标价上调至180港元

中证香港内地股等权重指数报1805.07点，前十大权重包含网易-S等

【高盛：看好内地游戏行业腾讯、网易前景乐观】高盛的报告指出，在宏观和政策不确定性下，内地游戏行业仍被视为防御性投资，尤其是腾讯和网易这两家龙头企业。腾讯凭借强大的产品管线和海外市场拓展，预计将实现高于行业平均的增长，网易则可能因全球新游戏的成功而上调收入预测。

特朗普2.0时代即将开启，投资机会如何掘金？

【券商聚焦】交银国际升网易(09999)目标价9.7% 料端游将在未来几个季度持续加速增长

网易：端游有望加速增长手游企稳业绩有超预期可能性

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14:18","pubTimestamp":1737526735,"startTime":"0","endTime":"0","summary":"南方财经全媒体记者吴立洋实习生李婉佳上海报道1月21日，国家新闻出版署官网公布了2025年1月国产网络游戏和进口网络游戏版号名单。本次发布的名单中，共136款游戏获批，包含123款国产游戏和13款进口游戏。其中，123款国产游戏中，单平台游戏包括58款移动端游戏，52款移动-休闲益智游戏,3款客户端游戏。跨平台游戏中，则有8款移动、客户端双端游戏，2款移动、网页双端游戏。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"stock_eastmoney","url":"http://finance.eastmoney.com/a/202501223304688238.html","rn_cache_url":null,"directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://finance.eastmoney.com/a/202501223304688238.html","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":"stock_eastmoney","symbols":["80700","LU1196710351.USD","LU0164872284.USD","TCEHY","LU1770034418.SGD","LU0228659784.USD","LU0588545730.USD","IE00BF5LJ272.USD","LU0039217434.USD","LU1044876610.USD","LU0345776255.USD","LU1960683339.HKD","LU0051755006.USD","IE00B543WZ88.USD","LU0918141887.USD","LU1282649141.HKD","LU0886674414.USD","LU2097828557.USD","09999","BK4548","00700","LU1814569148.SGD","LU0541502299.USD","HTCD.SI","SG9999001093.SGD","BK4514","LU0821914370.USD","NTES","LU2087589342.USD","BK1095","LU0516423174.USD","BK1502","LU0181495838.USD","LU0329678170.USD","SG9999018857.SGD","LU0107464264.USD","LU1813983027.USD","LU0791591158.USD","LU0348825331.USD","BK4588","LU0143863784.USD","LU1720050803.USD","IE00B8HQ1Z84.USD","LU1226287792.SGD","LU1568876251.USD","LU0449515922.USD","LU0738912210.USD","LU1481107354.HKD","LU0882747503.HKD","LU1048484197.HKD"],"gpt_icon":1},{"id":"2505764761","title":"里昂料网易上季收入及经调整息税前盈利按年升4%","url":"https://stock-news.laohu8.com/highlight/detail?id=2505764761","media":"美港电讯","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2505764761?lang=zh_cn&edition=fundamental","pubTime":"2025-01-22 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预计第四季游戏收入反弹】里昂发表研报指，鉴于暴雪游戏的回归以及《漫威争锋》、《燕云十六声》和《曾经的人类》等新游戏的强劲增长，网易游戏收入将在2024年第四季反弹。至于2025年的产品线得到加强，特别是在开放世界角色扮演游戏、射击游戏和动漫游戏等尚未开发的游戏类型。里昂预计，网易2024年第四季总营收及经调整息税前利润，将分别按年增长4%，至于2025年营收可能会再次加速至按年增9%。该行将网易美股目标价定于120美元不变，维持“跑赢大市”评级。","url":"https://stock-news.laohu8.com/highlight/detail?id=2505766908","media":"金融界","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2505766908?lang=zh_cn&edition=fundamental","pubTime":"2025-01-22 12:57","pubTimestamp":1737521847,"startTime":"0","endTime":"0","summary":"里昂发表研报指，鉴于暴雪游戏的回归以及《漫威争锋》、《燕云十六声》和《曾经的人类》等新游戏的强劲增长，网易游戏收入将在2024年第四季反弹。至于2025年的产品线得到加强，特别是在开放世界角色扮演游戏、射击游戏和动漫游戏等尚未开发的游戏类型。里昂预计，网易2024年第四季总营收及经调整息税前利润，将分别按年增长4%，至于2025年营收可能会再次加速至按年增9%。该行将网易美股目标价定于120美元不变，维持“跑赢大市”评级。","market":"hk","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":["rate","earning"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://24h.jrj.com.cn/2025/01/22125747688175.shtml","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":"jinrongjie_stock","symbols":["09999","NTES"],"gpt_icon":0},{"id":"2505763599","title":"中信里昂：维持网易-S“跑赢大市”评级 游戏收入将在2024年第四季反弹","url":"https://stock-news.laohu8.com/highlight/detail?id=2505763599","media":"新浪港股","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2505763599?lang=zh_cn&edition=fundamental","pubTime":"2025-01-22 12:13","pubTimestamp":1737519180,"startTime":"0","endTime":"0","summary":"　　中信里昂发布研究报告称，预计网易-S2024年第四季总收入同比增4%，调整后息税前利润将同比增4%，2025年收入或会再次加速至同比增9%。该行维持该股“跑赢大市”评级。　　报告中称，由于暴雪游戏回归，以及《Marvel Rival》、《Where Winds Meet》和《Once Human》等新游戏增长强劲，网易的游戏收入将在2024年第四季反弹。2025年的产品线得到加强，特别是在开放世界RPG、射击游戏和ACG等尚未开发的游戏类型。","market":"fut","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":["rate"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://finance.sina.com.cn/stock/hkstock/hkgg/2025-01-22/doc-inefvkhh5738438.shtml","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":"sina","symbols":["NTES","09999"],"gpt_icon":0},{"id":"2505679320","title":"传网易游戏高级副总裁劭赟离职 权力回归总裁办","url":"https://stock-news.laohu8.com/highlight/detail?id=2505679320","media":"DoNews","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2505679320?lang=zh_cn&edition=fundamental","pubTime":"2025-01-22 08:10","pubTimestamp":1737504616,"startTime":"0","endTime":"0","summary":"DoNews1月21日消息，据竞核报道，网易游戏高级副总裁、天下事业部总裁劭赟 已于2024年12月底正式离职。但截至2024年第4季度，项目第二章的预算仍未获批。由于单款新游的营收目标被大幅上调，加之开发预算受到严格管控，2024年网易游戏的新立项产品屈指可数。考虑到老产品有生命 周期 ，而新品立项又困难重重，这直接导致网易游戏人才流失严重。2023年，丁磊组建总裁办。在网易内部，这些成员被称为“八大金刚”。","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=nesSN20250122090043a22adb14&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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股价突破100美元大关","url":"https://stock-news.laohu8.com/highlight/detail?id=2505796432","media":"市场透视","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2505796432?lang=zh_cn&edition=fundamental","pubTime":"2025-01-21 22:31","pubTimestamp":1737469873,"startTime":"0","endTime":"0","summary":"北京时间2025年01月21日22时31分，网易股票出现异动，股价大幅上涨0.74%。截至发稿，该股报100.50美元/股，成交量2.4949万股，换手率0.00%，振幅-100.70%。网易股票所在的数码娱乐行业中，整体涨幅为0.36%。其相关个股中，Gamesquare Holdings, Inc.、Snail, Inc.、Playtika Holding Corp.涨幅较大，蓝帽子、Gamesquare Holdings, Inc.、Gaxos.Ai Inc.较为活跃，换手率分别为1.91%、0.80%、0.79%，振幅较大的相关个股有Gamesquare Holdings, Inc.、蓝帽子、哔哩哔哩，振幅分别为110.59%、0.62%、0.46%。","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=nesSN20250121223113986e32a9&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description 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里昂指行业将在今年继续反弹","url":"https://stock-news.laohu8.com/highlight/detail?id=2505227806","media":"金吾财讯","labels":["economic"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2505227806?lang=zh_cn&edition=fundamental","pubTime":"2025-01-21 20:59","pubTimestamp":1737464389,"startTime":"0","endTime":"0","summary":"金吾财讯 | 携程网(TCOM)盘前股价走高，暂升1.89%，报68.43美元。里昂发研报指，中国互联网行业作为消费复苏政策的早期主要受惠者，相信将在今年继续反弹。ARVR游戏、电商和电动车将在全球更具吸引力。该行偏好ARVR游戏、旅游、本地服务旧换新政策的受惠者，首选腾讯(TCEHY)、小米(XIACY)、携程、网易(NTES)、美团(MPNGY)、京东(JD)及滴滴(DIDIY)。","market":"sh","thumbnail":"https://static.szfiu.com/news/20250107/M2NjYTVjM2E3MDRjYTFiZmZmYzMyZjE2M2IwN2QyMTcwMjk2NTYxMTQ=.png","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20250107/M2NjYTVjM2E3MDRjYTFiZmZmYzMyZjE2M2IwN2QyMTcwMjk2NTYxMTQ=.png"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"284558","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"economic","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["DIDIY","IE00BVYPNQ40.USD","BK4122","LU1868838027.USD","NTES","LU1023057109.AUD","LU0359201885.HKD","XIACY","BK4503","BK4514","LU0326950275.SGD","BK4526","BK4230","MPNGY","LU0501845795.SGD","LU0588546209.SGD","LU2152927971.USD","LU0348825331.USD","LU1993786604.SGD","TCOM","BK4170","BK4209","BK4022","IE00BGHQDM52.EUR","LU2399975544.HKD","09618","JD","BK4585","LU0315179316.USD","LU0244354667.USD","LU0737861772.HKD","LU0143863198.USD","BK4534","LU0348827113.USD","TCEHY","LU0650527681.SGD","BK4548","LU1152091168.USD","LU0307460666.USD","BK4142","LU1960683339.HKD","LU0039217434.USD","BK4531","BK4220","LU0049853897.USD","LU1688375341.USD","IE00B543WZ88.USD","LU0143863784.USD","LU1720050803.USD","LU0048580855.USD"],"gpt_icon":0},{"id":"2505314221","title":"传网易游戏高管离职 内部多项目面临预算受阻","url":"https://stock-news.laohu8.com/highlight/detail?id=2505314221","media":"金吾财讯","labels":["executive"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2505314221?lang=zh_cn&edition=fundamental","pubTime":"2025-01-21 19:57","pubTimestamp":1737460647,"startTime":"0","endTime":"0","summary":"金吾财讯 | 据新浪科技信息，网易游戏高级副总裁、天下事业部总裁劭赟（内部称少云）已于2024年12月底正式离职。报道指出，在网易游戏内部，第十事业部负责人李凯明带队的率土单机产品《万民长歌：三国》，Zen事业部立项的二次元RPG《代号：云图》，以及海神事业部负责人陈俊雄带队的《命运手游》，也都面临预算受阻的情况。记者就此信息求证网易游戏，截至目前，官方暂无回应。","market":"hk","thumbnail":"https://static.szfiu.com/news/20250107/MWRmODAzMDJiNzRkNTY3ODIxNTExMzM=.png","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20250107/MWRmODAzMDJiNzRkNTY3ODIxNTExMzM=.png"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"284553","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"executive","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["LU1688375341.USD","LU0862451753.SGD","LU0456846285.SGD","BK4085","LU0417516902.SGD","LU0501845795.SGD","LU1328615791.USD","LU0326950275.SGD","LU0871576103.HKD","NTES","LU0594300419.USD","LU0605514214.HKD","LU1048596156.SGD","LU1831875114.USD","LU1961090484.USD","LU2242644610.SGD","LU2257852520.SGD","09999","HK0000306685.HKD","IE0008368742.USD","LU1226287792.SGD","LU0502904849.HKD","SG9999003461.SGD","LU1481107354.HKD","LU0531971595.HKD","LU0072913022.USD","LU0898667661.SGD","LU0348827113.USD","BK4588","LU1152091754.HKD","LU0359201885.HKD","BK1588","LU0708995583.HKD","LU2778985437.USD","LU2152927971.USD","LU1720050803.USD","HK0000320223.HKD","IE00BVYPNQ40.USD","LU0572944931.SGD","LU0593848301.USD","LU0051755006.USD","LU0650527681.SGD","BK4503","LU0149721374.USD","LU0431992006.USD","LU0359202008.SGD","LU0320764599.SGD","LU0831103253.SGD","LU0164865239.USD","LU0052750758.USD"],"gpt_icon":0},{"id":"2505720295","title":"【里昂：中国互联网行业偏好游戏、旅游、本地服务及以旧换新政策受惠者】里昂发表研究报告指，中国互联网行业作为消费复苏政策的早期主要受惠者，相信将在今年继续反弹。游戏、电商和电动车将在全球更具吸引力。该行偏好游戏、旅游、本地服务以及以旧换新政策的受惠者，首选腾讯、小米、携程、网易、美团、京东。","url":"https://stock-news.laohu8.com/highlight/detail?id=2505720295","media":"金融界","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2505720295?lang=zh_cn&edition=fundamental","pubTime":"2025-01-21 11:55","pubTimestamp":1737431717,"startTime":"0","endTime":"0","summary":"里昂发表研究报告指，中国互联网行业作为消费复苏政策的早期主要受惠者，相信将在今年继续反弹。游戏、电商和电动车将在全球更具吸引力。该行偏好游戏、旅游、本地服务以及以旧换新政策的受惠者，首选腾讯、小米、携程、网易、美团、京东。","market":"hk","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://24h.jrj.com.cn/2025/01/21115547641526.shtml","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":"jinrongjie_stock","symbols":["LU0164865239.USD","LU1868838027.USD","160636","LU0106252389.USD","LU0163747925.USD","09999","LU0345776255.USD","MPNGY","89618","80700","IE00B8HQ1Z84.USD","LU0516422366.SGD","03690","BK1591","LU1048484197.HKD","BK4534","00700","BK4558","SGXZ90724238.SGD","LU0029875118.USD","LU0456827905.SGD","LU0463099449.HKD","BK4209","IE00B8L5B284.USD","LU0049112450.USD","XIACY","LU0456842615.SGD","LU0043850808.USD","LU0650527681.SGD","01810","LU1196710195.USD","81810","LU0359201612.USD","TCOM","SG9999001903.USD","159792","TCEHY","LU2097828631.EUR","09961","09618","HTCD.SI","BK1583","JD","LU0261950983.USD","LU0345775950.USD","LU0672654166.SGD","LU1720050803.USD","BK1610","IE00BPRC5H50.USD","NTES"],"gpt_icon":0},{"id":"2505262195","title":"【券商聚焦】中金升网易(09999)目标价4% 料上季业绩稳定","url":"https://stock-news.laohu8.com/highlight/detail?id=2505262195","media":"金吾财讯","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2505262195?lang=zh_cn&edition=fundamental","pubTime":"2025-01-21 10:23","pubTimestamp":1737426238,"startTime":"0","endTime":"0","summary":"金吾财讯 | 中金发研报指，预计网易上季业绩稳定，营收将按年下跌1%至269亿人民币，市场预期为273亿人民币，而non-GAAP纯利将按年增长7%至79亿人民币，市场预期为79亿人民币。考虑到上季汇兑收益的影响，该行上调2024年non-GAAP净利预测2%至317亿人民币。基本维持2025年及2026年的non-GAAP纯利预测。中金维持网易“跑赢大市”评级，将网易(NTES)美股上调目标价4%至116美元，将网易(09999)H股目标价调高4%至180港元。","market":"hk","thumbnail":"https://static.szfiu.com/news/20250109/ODJmOWY1ZDhkZDY4MmEzZDMyMTcwNTE1ODgyMzc=.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20250109/ODJmOWY1ZDhkZDY4MmEzZDMyMTcwNTE1ODgyMzc=.jpg"],"rights":null,"property":["rate"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1951836","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","NTES"],"gpt_icon":0},{"id":"2505326596","title":"中金：维持网易-S(09999)“跑赢行业”评级 目标价上调至180港元","url":"https://stock-news.laohu8.com/highlight/detail?id=2505326596","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2505326596?lang=zh_cn&edition=fundamental","pubTime":"2025-01-21 09:11","pubTimestamp":1737421913,"startTime":"0","endTime":"0","summary":"智通财经APP获悉，中金发布研究报告称，维持网易-S“跑赢行业”评级，考虑到4Q24汇兑收益影响，上调24年Non-GAAP净利润2%至317亿元;基本维持25/26年Non-GAAP净利润预测不变，上调目标价4%至180港元。该行预计公司4Q24Non-GAAP归母净利润同增7%至79亿元。中金主要观点如下：该行预计4Q24PC游戏持续高双位数同比增长。《界外狂潮》将于3/7全球上线;截至1/17，根据官网，全球已预约人数超过750万人。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":["rate"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1240840.html","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":"stock_zhitongcaijing","symbols":["NTES","09999"],"gpt_icon":1},{"id":"2504427064","title":"中证香港内地股等权重指数报1805.07点，前十大权重包含网易-S等","url":"https://stock-news.laohu8.com/highlight/detail?id=2504427064","media":"金融界","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2504427064?lang=zh_cn&edition=fundamental","pubTime":"2025-01-20 15:49","pubTimestamp":1737359357,"startTime":"0","endTime":"0","summary":"数据统计显示，中证香港内地股等权重指数，近三个月上涨0.16%，年至今下跌1.83%。从中证香港内地股等权重指数持仓的市场板块来看，香港证券交易所占比100.00%。从中证香港内地股等权重指数持仓样本的行业来看，可选消费占比26.98%、金融占比18.43%、通信服务占比12.08%、医药卫生占比9.64%、能源占比8.46%、信息技术占比7.44%、主要消费占比5.67%、房地产占比5.61%、工业占比3.81%、公用事业占比1.89%。特殊情况下将对中证香港策略指数系列进行临时调整。","market":"hk","thumbnail":"","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.jrj.com.cn/2025/01/20154947605405.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":"jinrongjie_stock","symbols":["LU1770034418.SGD","LU0561508036.HKD","LU1807302812.USD","HK0000320264.USD","BK4503","LU0359201885.HKD","LU0594300419.USD","LU0880133367.SGD","IE00BGHQDM52.EUR","HK0000306685.HKD","LU0348735423.USD","BK1104","BK4514","LU0359201612.USD","LU0149721374.USD","LU0650527681.SGD","BK1609","LU0605514214.HKD","LU0890818403.SGD","IE00BVYPNP33.GBP","LU0455707207.USD","LU1993786604.SGD","LU1226287792.SGD","LU1188198961.HKD","LU0307460666.USD","SG9999001051.SGD","LU0348827113.USD","09999","LU1880383440.USD","LU2476274308.USD","LU0572944931.SGD","LU1688375341.USD","LU0417516738.SGD","LU1951186391.HKD","LU0540923850.HKD","LU0708995583.HKD","LU0531971595.HKD","BK1531","LU0039217434.USD","LU1048588211.SGD","LU0244354667.USD","HK0000320223.HKD","LU1226288170.HKD","BK4588","NTES","LU2242644610.SGD","LU0588546209.SGD","LU0456827905.SGD","LU0067412154.USD","BK4501"],"gpt_icon":1},{"id":"2504429740","title":"【高盛：看好内地游戏行业 腾讯、网易前景乐观】高盛的报告指出，在宏观和政策不确定性下，内地游戏行业仍被视为防御性投资，尤其是腾讯和网易这两家龙头企业。腾讯凭借强大的产品管线和海外市场拓展，预计将实现高于行业平均的增长，网易则可能因全球新游戏的成功而上调收入预测。","url":"https://stock-news.laohu8.com/highlight/detail?id=2504429740","media":"金融界","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2504429740?lang=zh_cn&edition=fundamental","pubTime":"2025-01-20 14:48","pubTimestamp":1737355697,"startTime":"0","endTime":"0","summary":"高盛的报告指出，在宏观和政策不确定性下，内地游戏行业仍被视为防御性投资，尤其是腾讯和网易这两家龙头企业。腾讯凭借强大的产品管线和海外市场拓展，预计将实现高于行业平均的增长，网易则可能因全球新游戏的成功而上调收入预测。","market":"us","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"3aa3124f9de2dc9ba68957c236a05842","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://24h.jrj.com.cn/2025/01/20144847603192.shtml","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":"jinrongjie_stock","symbols":["LU2237438978.USD","BK1588","LU0048597586.USD","LU0054450605.USD","LU2087589342.USD","SG9999018857.SGD","LU1439102457.SGD","LU0543330566.HKD","LU1814569148.SGD","LU2125910500.SGD","LU0588545730.USD","00700","LU2317271919.USD","IE00BFXG1179.USD","LU1196710351.USD","BK4577","LU0269904917.USD","LU0588546209.SGD","LU1366334578.USD","LU0287142896.SGD","NTES","TCEHY","LU1568876251.USD","09999","HK0000306685.HKD","SGXZ90724238.SGD","SG9999014674.SGD","HTCD.SI","IE0034235188.USD","SG9999001903.USD","LU0314109678.HKD","SG9999002463.SGD","LU0370786039.SGD","LU0072462343.USD","LU0067412154.USD","LU0823397103.USD","LU1044876610.USD","LU0828237510.HKD","LU0509642566.USD","LU0455707207.USD","IE00BPRC5H50.USD","LU1720050803.USD","LU2237443465.HKD","LU0228367735.SGD","IE00BGHQDM52.EUR","LU0890818403.SGD","LU0143863784.USD","80700","IE0034224299.USD","LU0164880469.USD"],"gpt_icon":0},{"id":"2504449484","title":"特朗普2.0时代即将开启，投资机会如何掘金？","url":"https://stock-news.laohu8.com/highlight/detail?id=2504449484","media":"招商基金","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2504449484?lang=zh_cn&edition=fundamental","pubTime":"2025-01-20 10:36","pubTimestamp":1737340585,"startTime":"0","endTime":"0","summary":"美国候任总统唐纳德·特朗普将于美东时间1月20日12时正式宣誓就任美国第47任总统。特朗普2.0时代即将开启，有哪些投资机会可以布局？值得一提的是，科技股在特朗普任期内表现尤为突出，成为推动美股上涨的主要力量。在特朗普第一个任期内，美元整体表现相对弱势。4年任期内，美元指数累计下跌了10.53%。而纵观全球市场，在特朗普上一任期内，恒生科技指数涨幅超过147%，表现甚至略微优于纳斯达克指数。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250120103318abb12e8e&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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料端游将在未来几个季度持续加速增长","url":"https://stock-news.laohu8.com/highlight/detail?id=2504412583","media":"金吾财讯","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2504412583?lang=zh_cn&edition=fundamental","pubTime":"2025-01-20 09:16","pubTimestamp":1737335764,"startTime":"0","endTime":"0","summary":"金吾财讯 | 交银国际发研报指，预计网易 2024年4季度收入同比增2%，调整后净利润同比增15%，分别较该行此前预期上调3%/10%，反映端游表现好于预期以及汇兑损益收益，该行的预测较VA一致预测高3%/5%。基于近期新游表现好于预期，该行分别上调公司2025年收入/利润1%/3%，预计网易端游将在未来几个季度持续加速增长，手游持稳，推动全年游戏收入双位数增长。基于2025年17倍市盈率，目标价从113美元/176港元上调至124美元/193港元，维持买入。","market":"other","thumbnail":"https://static.szfiu.com/news/20250109/ZDNhNDUwNDVmY2U2MTcxMzU2NTcyMzcyOQ==.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20250109/ZDNhNDUwNDVmY2U2MTcxMzU2NTcyMzcyOQ==.jpg"],"rights":null,"property":["rate"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1951735","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":["NTES","09999"],"gpt_icon":1},{"id":"2504087124","title":"网易：端游有望加速增长 手游企稳 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