网易-S早盘涨超3% 机构看好新游上线贡献增量

新浪港股06-10 11:13

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　　网易-S（09999）早盘涨超3%，截至发稿，股价上涨3.52%，现报193.90港元，成交额7.35亿港元。

　　光大证券指出，参考《第五人格》《鸣潮》《异环》等风格或玩法相似的游戏，认为《遗忘之海》首年（12个月）流水或达50亿元，考虑到游戏三端发售，PC端（特别是直连）利润率较高，有望拉高整体利润率，若以35%-45%为利润率假设，有望贡献17.5-22.5亿元利润增量，占2025年公司Non-GAAP利润4.7%-6%。

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class=\"title\">\n网易-S早盘涨超3% 机构看好新游上线贡献增量\n</h2>\n\n<h4 class=\"meta\">\n\n</h4>\n\n</header>\n<article>\n<html><body><div>\n<div>\n<div>\n<img src=\"http://image.sinajs.cn/n/hk/min/640x360xxfhd/09999.png\"/>\n</div>\n<div>\n<div>\n<span>热点栏目</span>\n<s></s>\n自选股\n数据中心\n行情中心\n资金流向\n模拟交易\n</div>\n客户端\n</div>\n</div>\n<p>　　<span><a href=\"https://laohu8.com/S/09999\">网易-S</a></span><span></span>（09999）早盘涨超3%，截至发稿，股价上涨3.52%，现报193.90港元，成交额7.35亿港元。</p>\n<p>　　<span><a href=\"https://laohu8.com/S/601788\">光大证券</a></span><span></span>指出，参考《第五人格》《鸣潮》《异环》等风格或玩法相似的游戏，认为《遗忘之海》首年（12个月）流水或达50亿元，考虑到游戏三端发售，PC端（特别是直连）利润率较高，有望拉高整体利润率，若以35%-45%为利润率假设，有望贡献17.5-22.5亿元利润增量，占2025年公司Non-GAAP利润4.7%-6%。</p>\n<div>\n<div><img src=\"\"/></div>\n<div>海量资讯、精准解读，尽在新浪财经APP</div>\n</div>\n<p>责任编辑：卢昱君 </p>\n</div></body></html>\n\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://finance.sina.com.cn/stock/hkstock/marketalerts/2026-06-10/doc-iniawttu6023258.shtml\">新浪港股</a> 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