金吾财讯 | 网易(09999)盘初股价向好，截止发稿，涨3.36%，报160港元，成交额1.34亿港元。交银国际表示，2024年12月，该行跟踪的本土头部手游“流水之和”同比增3%，与11月增速一致，环比增3%，主要受益于双旦(圣诞节及元旦节举办促销)运营。该行指，网易手游高基数影响逐步缓和，端游新游表现符合预期，后续产品线丰富，带动游戏收入恢复增长预期不变。网易《逆水寒》等高基数影响减弱；海外流水同比持平。网易自研的超级英雄PVP团队射击游戏《漫威争锋》自2024年12月6日全球上线已逾一个月，创下了诸多“全球第一”的佳绩。汇丰环球研究料公司受惠《漫威争锋》推出使端游收入或超预期，《燕云十六声》上望空间，以及盈利增长扭转因素，或出现价值重估，予其“买入”评级及目标价115美元。
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