【中银国际升网易目标价至198港元 PC游戏增长势头被低估】金十数据1月17日讯,中银国际的研究报告指,网易(09999.HK)的电脑游戏增长走势被低估,享受国际化加速果实。该行预测其核心线上游戏总收入按年增长6%至207亿元人民币,料其电脑和手机方面的表现将在第四季持续分化,电脑及手机方面收入分别按年增长48%及下降7%。另外,预计毛利率及经调整净利润率分别为61.3%及29.8%。该行认为,市场仍然低估了网易今年电脑游戏的增长走势,目前预测电脑游戏收入在2025年将按年增长42%至306亿元人民币。该行维持首选及评级“买入”,并上调美股及港股目标价分别至127美元及198港元。
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