研報掘金|中金:維持網易“跑贏行業”評級及目標價206港元 多款新遊戲即將上線
中金髮表研究報吿指,網易焦點大作《永劫無間》手遊將於7月25日正式推出,官方宣佈推出多種聯動及宣傳活動,另外《七日世界》及《燕雲十六聲》亦將於月內推出,多款新遊戲陸續於第三季內上線,預期新作所帶來的增長,以及公司穩健的基本面,將為盈利增長前景提供支持。
該行維持網易現有盈利預測,以及“跑贏行業”評級,目標價206港元,美股目標價133美元,分別對應今明兩年Non-GAAP預測市盈率約18及16倍。
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