大和分析师John Choi和Candis Chan在一份研究报告中表示,网易可能需要推出一款重磅爆款游戏才能使其股价在2025年有出色表现。
他们表示,这家游戏公司的第四季度业绩没有出现任何重大意外,随著管理层将重点转向提高非游戏业务的盈利能力,这些业务拖累了公司收入。管理层表示,该公司还计划根据预期的市场需求调整团队结构,以确保运营效率。大和认为,网易面临的一个关键下行风险是新游戏销售低于预期。
大和维持对网易H股的买入评级,但将目标价从195.00港元下调至180.00港元。网易H股最新报158.00港元。
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