美股異動|網易盤前跌超2.3% 機構預計第三季業績相對失望
網易(NTES.US)美股盤前跌超2.3%,報80.51美元。消息面上,中銀國際發表報吿指出,網易預計將在11月中下旬披露其第三季業績。該行預計公司第三季業績相對失望,總收入和核心遊戲收入預期按年下降5%,主要是受到手機遊戲收入按年下降7%拖累,以上所有數字均較市場預期低4%。該行預計公司毛利率以及經調整淨利潤率分別為62.6%及30.3%,均與市場預期一致。該行維持對網易“買入”評級,但下調H股目標價至151港元,主要基於對今年下半年手遊展望相對疲軟。(格隆匯)
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