中信里昂发布研究报告称,预计网易-S(09999)2024年第四季总收入同比增4%,调整后息税前利润将同比增4%,2025年收入或会再次加速至同比增9%。该行维持该股“跑赢大市”评级。
报告中称,由于暴雪游戏回归,以及《Marvel Rival》、《Where Winds Meet》和《Once Human》等新游戏增长强劲,网易的游戏收入将在2024年第四季反弹。2025年的产品线得到加强,特别是在开放世界RPG(角色扮演游戏)、射击游戏和ACG(动漫游戏)等尚未开发的游戏类型。
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