小甜甜变牛夫人,“中概重估” 网易又被弃了?

海豚投研
22 Feb

网易网易-S(09999.HK)于北京时间 2 月 20 日港股盘后发布了 2024 年四季度财报,再次说明了,无论二级市场口碑咋样,产品驱动型公司,最后都还要拿产品和业绩说话。1)游戏:Q4 增长全靠端游。占比 2/3 的主力手游,青黄不接没新游、去年《逆水寒手游》又给设了一个很高的同比门槛,因此这季度又来了个超 10% 的负增长;比市场原本预期——放缓至中个位数的跌幅,要 miss 不少。虽然...

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