就在过去的一个多月里,网易的自研游戏《漫威争锋》和《燕云十六声》自上线以来,遭遇了火爆的接待。
《漫威争锋》在上线4小时内就夺得了steam全球畅销榜和Twitch游戏热度排行第一,12月20日起还登上了Discord全球玩家规模首位。而《燕云十六声》的5天PC官方下载包下载量更是达到了300万次的高水准。
如此亮眼的新游表现为网易的业务增长注入了强劲动力。债券业界也看好这一成绩单,摩根大通将网易2025年游戏收入增速预测从8%上调至10%,并重申网易为其中国网游投资板块的首选股。该行认为有两大利好因素支撑网易业绩强劲势头:一是新作表现好于2024年,二是老游收入下降拖累减小。
在具有防御性的基础上,网易2025年业绩有望持续跑赢大盘并推高股价。
确实,网易股价在过去一个交易日里就连续飙升5%,股价再度逼近100美元关口,市场对其未来业绩表示信心。
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