績後大漲超8%,網易Q1業績勝預期,機構稱多元新品有望持續增厚業績
5月29日,$網易-S(09999.HK)$高開逾7%。截至發稿,漲8.20%,報141.20港元,成交額1.39億港元。
消息面上,網易公佈一季度業績顯示,淨收入同比增長6.3%至250億元人民幣,超過市場預期的248億元;非公認會計準則下歸屬於公司股東的淨利潤76億元,超過市場預期的57億元。
另外,中金髮布研究報告稱,維持網易“跑贏行業”評級,考慮到其毛利率優化提升,上調2023/24年Non-GAAP淨利潤7%/6%至257/281億元,目標價175港元。公司1Q23收入符合該行預期,Non-GAAP淨利潤好於該行及市場預期,該行認爲主要由於遊戲業務單品ROI水平好於預期且創新業務亦持續推進成本管控。另網易1Q23預計分配股利每股0.093美元(0.465美元/ADS)。
該行認爲,公司遊戲矩陣層次鮮明,產品持續推陳出新。AIGC方面,公司表示利用AI等自研技術推動數字內容生產關鍵環節提效90%,並通過AI工具及內容共創的新模式形成優質內容生態。該行認爲前沿技術有效落地有望提升網易在內容產業的競爭力,推升豐富供給。
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