基于近期新游表现好于预期，我们分别上调公司2025 年收入/利润1%/3%，预计网易端游将在未来几个季度持续加速增长，手游持稳，推动全年游戏收入双位数增长。基于2025 年17 倍市盈率（预计2025 年调整后运营利润增速17%），目标价从113 美元/176 港元（9999 HK）上调至124 美元/193 港元，维持买入。我们预计2024 年4 季度收入同比增2%，调整后净利润同比增15%，...
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