金吾财讯 | 摩根士丹利发布报告，对网易(09999)3月6日推出的全新快节奏5V5第一人称英雄射击游戏《FragPunk》(《界外狂潮》)予以重点关注。该行观察到，目前《FragPunk》的用户基础仍在持续扩大，并且相较于测试阶段，用户反馈也有明显改善。大摩预测，该游戏在2025年将为网易带来15亿元人民币的收入贡献，且其初始市场排名符合预期。该行指，《FragPunk》后续发展的关键在于用户基础的进一步积累，其中包括直播、电子竞技等游戏生态系统的建设。在大摩看来，游戏未来的上升空间与用户基础的稳固和拓展紧密相关，若运营得当，其总收入有望实现持续增长。从市场表现来看，《FragPunk》在海外市场的成绩远远超过国内市场。摩根士丹利认为，这款游戏的推出是网易海外战略的又一积极成果，为其海外业务版图增添助力。综合上述情况，摩根士丹利暂维持对网易“增持”评级以及117美元的目标价不变，持续看好网易在游戏领域的发展潜力与市场表现。
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