网易-S2024年四季报点评:PC强劲复苏推动游戏收入转正;基本盘重回牢固关注新产品弹性

华创证券
01 Apr

事项:网易24Q4 实现营收267 亿元(YOY-1.4%, QOQ+2.05%),其中游戏及相关增值服务收入212 亿元(YOY+1.5%,QOQ+1.81%);有道收入13 亿元(YOY-9.5%,QOQ-14.8%);网易云音乐收入19 亿元(YOY-5.3%,QOQ-5.9%);创新及其他业务营收23 亿元(YOY-17.0%,QOQ+28.8%)。归母净利润88 亿元(YOY+33.2%...

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