国泰海通证券：目鱼AI推动转型核心业务企稳回升维持网龙(00777)“增持”评级

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国泰海通证券发布研报称，网龙(00777)AI原生转型取得关键进展，组织提效兑现，游戏修复企稳，Mynd.ai大幅减亏。给予26年13xPE，目标价10.4港元，维持“增持”评级。国泰海通证券主要观点如下：盈利韧性凸显，股东回报持续兑现网龙26H1实现收入20.9亿元；毛利率69.9%，同比+0.4pct。公司深化成本管控与组织效率提升，26H1实现经营利润1.4亿元，同比+24.1%；归母净利润...

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国泰海通证券：目鱼AI推动转型 核心业务企稳回升 维持网龙(00777)“增持”评级

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国泰海通证券：目鱼AI推动转型核心业务企稳回升维持网龙(00777)“增持”评级