异动解读 | 索尼股价盘中大涨5.71%,游戏业务表现亮眼,上调全年预期

异动解读
13 Feb

2月13日,日本科技娱乐巨头索尼股价在纽约证交所盘中大涨5.71%,引发市场广泛关注。

导致本次涨幅的主要原因与索尼不久前公布的2024财年第三季度业绩表现良好密切相关。财报显示,得益于PlayStation 5游戏主机以及AR/VR游戏业务的销售强劲增长,索尼第三季度营收和净利润均超出分析师预期。报告期内,PS5销量同比上涨15%,达到950万台,订阅服务用户数也创下1.29亿的新高。

受业绩向好的利好影响,索尼上调了截至2025年3月底的财年营业利润至1.34万亿日元,净利润预期提高至1.08万亿日元,全年总营收预期调高至13.2万亿日元。此外,该公司还宣布将回购最多3000万股,总额最高可达500亿日元。

多家分析机构预计,随着《侠盗猎车手VI》、《怪物猎人:野外探险》等重磅大作2025年集中发行,索尼PS5主机有望继续保持强劲增长势头。而索尼内部的管理层变动,也反映出该公司未来将进一步聚焦在娱乐和游戏业务的发展。

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