《大行報告》大摩料網易(09999.HK)旗下網遊業務國際市場收入五年內佔比提升至逾30%
摩根士丹利發表研究報告指,網易-S(09999.HK)持續透過內容及技術創新推動競爭力提升,加上行業壁壘不斷升高,看好公司前景。
該行指,網易擁有清晰的遊戲發佈時間表,明年上半年將推出Diablo Immortal及魔戒,明年第二季料推出「哈利波特魔法覺醒」國際版,另外首季料推出類似Roblox的遊戲平台等。
大摩認為,網易國際市場的遊戲收入在三至五年內,可由目前的10%提升至最少30%,相信哈利波特、Diablo及魔戒等全球知名IP將有助於公司明年打入國際市場,給予目標價140美元,評級為「增持」。
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