网易(NTES)今日盘中股价大涨10.29%,引发市场广泛关注。从消息面来看,这与网易多款新游戏备受期待,预计将推动公司明年业绩增长有关。
网易与漫威合作的第三人称英雄射击游戏《漫威争锋》已于上周五推出。游戏官方表示,推出72小时后玩家数量已突破1000万人。不少分析师预计,该游戏首年收入有望高达20亿元人民币。
此外,网易旗下大作《燕云十六声》PC版和手游版也即将在本月底上线。据估算,该游戏首12个月总销售额可达42亿元人民币,将成为2025年网易最重要的新游戏之一。
高盛等分析机构预期,随着这些重磅新游陆续上线,网易在明年的游戏收入将同比大幅增长,整体营收增速也将显著加快,并提升2025年业绩可见度。另外,由于更多新游戏开始由网易独家进行全球发售,网易在全球市场的游戏销售额也预计将大涨。
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