Nomura: NetEase's second-quarter performance may be disappointing due to investment losses, maintaining a buy rating and a target price of $155.00

新浪财经
2026.07.28 04:22

野村证券发布研究报告指出，网易第二季度调整后利润可能因持有阿里巴巴和拼多多股份产生的投资亏损而低于市场预期。此外，缺乏新游戏导致在线游戏业务平淡，但常青游戏仍提供支撑。尽管业绩预期不佳，野村维持对网易的买入评级及 155.00 美元的目标价。

野村分析师在一份研究报告中表示，网易第二季度调整后利润可能低于市场预期。野村表示，这主要是由于其持有阿里巴巴集团和拼多多控股的股份而产生的投资亏损。他们补充说，由于缺乏新游戏，第二季度对网易的在线游戏业务来说也是一个平淡的季度。尽管如此，他们表示，网易的在线游戏部门仍受到其常青游戏的支持。野村维持对其 ADR 的买入评级和 155.00 美元的目标价。

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