美股異動|網易盤前跌近2% 機構預計第三季度遊戲收入增速或放緩
網易(NTES.US)美股盤前跌近2%,報85.29美元。消息面上,匯豐發表研究報吿指,考慮《逆水寒》手遊及《蛋仔派對》比較基數較高,預期網易的遊戲收入或會在第三季度按年錄得放緩,並於第四季度出現復甦,料《永劫無間》手遊、《魔獸世界》、《Once Human》為網易帶來新貢獻。匯豐予網易H股目標價156港元,及“買入”評級。另外,高盛此前發佈研報引述網易管理層指,《夢幻西遊》PC表現持續回穩,《永劫無間》的用户參與度符合預期,《Once Human》及與暴雪重回內地對第三季盈利有持續的貢獻,惟《逆水寒》因為高基數而令第三季收入按年增長受壓;而公司支出比例將會大致持平。高盛予網易“買入”評級,H股目標價179港元,美股目標價115美元。
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