网易(NTES)今日盘前股价大涨6.19%,引发市场关注。分析师指出,此举与网易新游戏的良好预期以及明年业绩前景看好有关。
消息面上,网易旗舰新作《燕云十六声》(Where Winds Meet) PC版和手游版即将在12月底上线,有分析预计首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。另一款新作《漫威争锋》(Marvel Rivals)推出3天玩家数已超千万,首年收入预计也高达20亿元。
高盛分析师认为,随着这些重磅新游陆续上线,网易明年游戏收入将同比大幅增长,总体营收增速也将加快。此外,由于更多游戏将独家进行全球发售,网易2025年在全球市场的游戏销售业绩也有望大涨。
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.