高盛发表研报指，网易与漫威合作开发与发行的第三人称英雄射击游戏《漫威争锋》去年12月开展第零号赛季以来表现强劲，预测近日新赛季推出可进一步带动玩家情绪，所推出的赛季通行证及新角色装备等亦有助提升变现水平，估算该游戏今年全年可带来年化流水超过4亿美元，月活跃用户料达2000万人，首十二个月ARPU预测上调至20美元。
相应地，高盛将网易今年PC游戏业务收入按年增长预测调高至26%，预料游戏收入整体可增长9%，指出自去年中起网易已在全球市场加强游戏开发及发行，现时已取得初步成效，加上与暴雪游戏重新合作，相信可推动网易去年第四季及今年全年PC与主机游戏收入增长30%至40%。高盛将网易去年收入预测下调0.2%，Non-GAAP净利润预测维持为317.2亿元；今明两年收入预测上调0.4%及0.5%，Non-GAAP净利润预测分别上调0.7%及0.5%至350.65亿及381.64亿元，目标价从169港元调升至181港元，认为风险回报具有吸引力，评级“买入”。
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