智通财经APP获悉，网易-S(09999)早盘涨超3%，截至发稿，涨3.36%，报160港元，成交额1.34亿港元。
小摩发布研报称，由于《漫威争锋》及《燕云十六声》的成功推出，重申网易-S为今年中国内地网络游戏板块首选，并将其游戏收入增长预测由8%上调至10%。另外，网易的股价表现优于中国互联网同业，主要受惠于其新游戏的成功表现。
该行预期网易优异表现将在今年持续，料游戏收入将由2024年的5%加速至10%；经营利润率将扩大1.5个百分点；净利润率将扩大2.7个百分点；净利润将增长17%；海外收入贡献将于年底达到15%至20%。
该行预计，网易2025年游戏营收将出现两个强劲增长动能，包括旗下最新一批新游戏的表现将较去年更好；游戏收入按年有所下降，但新游戏表现持续亮眼。该行预测，今年第二季起网易的游戏营收同比增长将回到两位数水平。
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