2月24日周一,网易集团(NTES)在纳斯达克盘中一度大跌逾5%,引发了市场广泛关注。这主要源于公司2024年全年财报未及预期、内部管理存在争议性举措等原因。
根据财报,网易2024财年营收1053亿元,同比仅微增1.7%;净利润297亿元,同比涨幅不到1%,均低于市场预期。公司核心的游戏及相关增值服务业务营收同比增长2.5%,其中第四季度手游收入更是同比下滑10.5%,增长乏力。
特别值得关注的是,四季度公司大幅降低营业费用15.1%,其中销售营销费用下降高达33.3%。CEO丁磊透露是"用了更高效营销推广工具",但也引发了大规模裁员的质疑。此外,公司对有潜力的新品如《无限大》投入也显得措手不及,开发进程滞后。
不过,投资者普遍看好公司正积极拥抱新兴AI技术,已将DeepSeek等技术应用于多个业务。分析认为,网易正处于转型关键期,如何利用AI实现提效、降本,探索新的增长点,对于其未来发展至关重要。市场期待网易管理层在产品布局和创新方面有更好的表现。
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