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網易(09999.HK)升近4% 綜合最新大行投資評級、目標價及觀點
網易-S(09999.HK)今日高開2.59%,最高見190.6元,上試100天移動平均線阻力。現報188.5元,升3.86%,成交609.49萬股,涉資11.42億元。本網最新綜合10間券商對網易(09999.HK)(NTES.US)投資評級、目標價及觀點整合如下: 券商名稱│評級│目標價│核心觀點簡述 摩根大通│增持│280港元/180美元│首季業績顯...
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網易(09999.HK)升近4% 綜合最新大行投資評級、目標價及觀點
Recommend
6
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9
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6
 
 

網易-S(09999.HK)  0.000 (0.000%)    Short selling $615.21M; Ratio 26.152%   今日高開2.59%,最高見190.6元,上試100天移動平均線阻力。現報188.5元,升3.86%,成交609.49萬股,涉資11.42億元。

本網最新綜合10間券商對網易(09999.HK)  0.000 (0.000%)    Short selling $615.21M; Ratio 26.152%   (NTES.US)      投資評級、目標價及觀點整合如下:

券商名稱│評級│目標價│核心觀點簡述

摩根大通│增持│280港元/180美元│首季業績顯著勝預期,經營溢利增長加速至21%,受惠渠道成本優化及遊戲毛利率擴張,預期市場將上調盈利預測,建議投資者趁低買入。

瑞銀│買入│265.2港元→274.6港元/170美元→176美元│首季業績勝預期,毛利率持續擴張為主要驚喜,輕產品週期下盈利韌性強,預計《遺忘之海》今年第三季推出將成重估催化劑。

花旗│買入│165美元→174美元│首季業績勝預期,《燕雲十六聲》全球成功及《FWJ》等經典IP復興帶動增長,新遊戲《遺忘之海》今年第三季推出,同時包括《無限大》等多款新作也為豐富產品線提供支持。

美銀證券│買入│259港元→268港元/166美元→172美元│首季盈利見底,業績受強勁遊戲毛利及營銷成本效益帶動勝預期,今年下半年新遊戲推出將帶動收入及盈利重新加速。

大和│買入│257港元│今年第一季業績受遊戲帶動勝預期,遊戲及整體毛利率結構性提升至75%及69%,上調2026-28年盈利預測10-13%。

高盛│買入│250港元→260港元/160美元→166美元│首季業績穩健,毛利率創紀錄高,結構性受惠支付渠道轉移及AI整合提升效率,股價回調過度,重申買入。

麥格理│跑贏大市│264港元→241港元/168美元→153美元│今年第一季現有遊戲表現強勁,經調整淨利潤超出市場預期11%,但將核心遊戲估值倍數下調至與騰訊看齊,因此下調目標價9%,但對未來增長保持樂觀。

招商證券│增持│234港元/150美元│今年第一季業績超預期,毛利率擴張趨勢穩健,期待暑期新遊表現。

野村│買入│155美元│首季業績穩健勝預期,受惠PC遊戲韌性及毛利率擴張,遊戲毛利率達74.8%創新高,《遺忘之海》今年第三季推出成下半年增長催化劑。

摩根士丹利│增持│154美元│毛利率和一般及行政開支預計將在未來幾個季度回歸至更常態化的水平。《遺忘之海》計劃於2026年第三季度在國內上線,這是下一個值得關注的核心催化劑。(ad/u)(HK stocks quote is delayed for at least 15 mins.Short Selling Data as at 2026-05-26 16:25.) (Real-time Streaming US Stocks Quote; Except All OTC quotes are at least 15 minutes delayed.)

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