花旗发表研报指指，网易(09999.HK) (NTES.US) 2024年第四季业绩表现好坏参半，收入低于花旗及市场普遍预期2%及1.8%，而非通用会计准则下净利润则较花旗及市场预测高出24%及22%，相信是由于游戏业务毛利率上升、营运开支下降及汇兑收益，叠加非游戏业务收入低于预期所致。
网易于去年底成功推出《漫威争峰》和《燕云十六声PC版》，进一步丰富游戏种类，并向外界展示了网易的游戏开发实力，射击新作《FragPunk》已定于3月6日推出，花旗将该游戏视为即将到来的催化剂，计及2024年业绩后，将今年收入及非公认净利润预测下调2.5%及1.8%，明年则分别上调0.9%及1.1%，相应地将网易(NTES.US) 目标价从121美元下调至118美元。
鉴于网易估值具吸引力、拥有强劲的现金流创造能力以及持续提供股东回报，花旗维持“买入”评级。(gc/w)(港股报价延迟最少十五分钟。沽空资料截至 2025-02-20 16:25。) (美股为即时串流报价； OTC市场股票除外，资料延迟最少15分钟。)
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.