本周一(1月13日),网易港股逆市涨超3%,截至发稿报151.2港元,涨幅3.07%,美股夜盘涨超6%,截至发稿报97.1美元。
消息面上,高盛发布研究报告,上调网易PC游戏的估值,因射击类PC游戏“漫威争锋”上月推出以来发展势头强劲,并为今年游戏收入复苏(同比增长9%)提供更好的预见性。
高盛将网易去年Non-GAAP净利润预测维持为317.2亿元人民币;今明两年收入及预测上调0.4%及0.5%,Non-GAAP净利润预测分别上调0.7%及0.5%至350.65亿及381.64亿元人民币,目标价从169港元调升至181港元,认为风险回报具有吸引力,评级“买入”。
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