网易(NTES)今日盘中大涨5.02%,引发市场高度关注。消息面上,网易与漫威合作推出的超级英雄PVP团队射击游戏《漫威争锋》自去年12月上线以来,在多个平台及指标方面表现亮眼。
根据相关报道,《漫威争锋》上线4小时后就登顶Steam全球畅销榜和Twitch热度排行榜前列,后又成为Discord全球最受欢迎的游戏。游戏自零号赛季开启以来,获得了广泛好评,玩家付费率持续攀升。高盛发布研报预计,该游戏今年有望实现超过4亿美元的收入,月活跃用户达2000万人。
受该款新游戏表现出色的利好消息刺激,高盛上调了对网易PC游戏业务的预期,并将网易目标价从109美元/169港元上调至116美元/181港元,重申"买入"评级。市场分析人士认为,如果《漫威争锋》能够延续强劲的发展势头,将有利于推动网易今年实现约9%的游戏收入同比增长。
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