【高盛升网易目标价至190港元 上半年销售增长具高度可见性】金十数据2月24日讯，高盛发表研究报告指，网易(09999.HK)股价过去两日跑输行业板块，主要是第四季手机游戏下跌10%、鉴于收入组合改变令毛利率持续受压、以及市场对人工智能相关股份的整体情绪。但该行表示，踏入2025年，公司销售增长加速具高度可见性，成本控制令整体利润率稳健，在发布全年推出游戏名单后，海外业务将迎来有意义增长。该行将集团在2025年至2026年收入预测轻微下调0.2%至0.1%，今年纯利预测上调0.3%，明年纯利预测则上调1.6%，目标价由181港元上调至190港元，维持其买入评级。
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