网易2025年Q1数据

数据概览

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一、经营业绩

1.经营业绩-单季

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营业收入

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经营利润

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非国际归母净利润

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二、分业务收入

1747314670644.png

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三、游戏相关收入

1747314707798.png

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四、现金流

1747314753651.png

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五、成本&费用

1747314783012.png

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$网易(NTES)$ $网易-S(09999)$ $中概互联ETF(513220)$

阿里财报带动！大举看多中国AI，中概布局时机？

5月中下旬，中概科网股新一轮财报季将正式拉开帷幕。目前腾讯Q1营收同比增9%，净利润大增21%，资本开支达370亿元；阿里巴巴Q1营收小幅增长，云收入同比增长38%，首次披露AI产品收入规模；电话会：AI ARR年底超过300亿元，服务器“没有一张卡是闲置的”，资本支出将超过3800亿元。【阿里财报目前带动华尔街大举看多中国AI，中概指数5月13日大涨，大家觉得现在是布局好时机吗？】

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class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5cf2eb221f1ef3cabc6d835641993a6b\" tg-width=\"800\" tg-height=\"427\"></p>\n<p><strong>数据概览</strong></p>\n<p></p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e672257c604f6e5deda27e894c283f7f\" tg-width=\"1080\" tg-height=\"822\"><span>image.png</span></p>\n<p></p>\n<p><strong>一、经营业绩</strong></p>\n<p><strong>1.经营业绩-单季</strong></p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a1d1f511f6ca9d9b52df75b39cd21077\" tg-width=\"1035\" tg-height=\"257\"><span>1747314614606.png</span></p>\n<p><strong>营业收入</strong></p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c01193504edbd4ecf848effa3cf3d2eb\" tg-width=\"1080\" tg-height=\"638\"><span>image.png</span></p>\n<p><strong>经营利润</strong></p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ccfd761fd25b8a3756b982d92143f150\" tg-width=\"1080\" tg-height=\"638\"><span>image.png</span></p>\n<p><strong>非国际归母净利润</strong></p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4b3f508cfd2ee454f4dd637b90baf03d\" tg-width=\"1080\" tg-height=\"637\"><span>image.png</span></p>\n<p></p>\n<p><strong>二、分业务收入</strong></p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d9137a40598a34fb91211b6f5697c387\" tg-width=\"1080\" tg-height=\"353\"><span>1747314670644.png</span></p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5e74065386405752ab7d041245e1a08c\" tg-width=\"1080\" tg-height=\"663\"><span>image.png</span></p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ced515e545f2dc5a848da4f7acb102e9\" tg-width=\"1080\" tg-height=\"663\"><span>image.png</span></p>\n<p><strong>三、游戏相关收入</strong></p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/44c0b1fd3e35302b94baa38f237cdde3\" tg-width=\"1036\" tg-height=\"299\"><span>1747314707798.png</span></p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/fabb820da1d9aca29603bf2fed35e08a\" tg-width=\"1080\" tg-height=\"663\"><span>image.png</span></p>\n<p style=\"text-align: center;\"></p>\n<p><strong>四、现金流</strong></p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0a745be6c76578df1904ad80d3afcd04\" tg-width=\"1080\" tg-height=\"301\"><span>1747314753651.png</span></p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c10f12f3a9eed882f64ba2fe3738516e\" tg-width=\"1080\" tg-height=\"622\"><span>image.png</span></p>\n<p></p>\n<p><strong>五、成本&amp;费用</strong></p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/015a51a3983d22ba0bf7e1ccfbb6cbc9\" tg-width=\"1044\" tg-height=\"357\"><span>1747314783012.png</span></p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/96bc04e60d24879ca89f0c1b7832f2a6\" tg-width=\"1080\" tg-height=\"693\"><span>image.png</span></p>\n<p><a href=\"https://laohu8.com/S/NTES\">$网易(NTES)$</a> <a href=\"https://laohu8.com/S/09999\">$网易-S(09999)$</a> <a href=\"https://laohu8.com/S/513220\">$中概互联ETF(513220)$</a></p></body></html>","htmlText":"<html><head></head><body><p></p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5cf2eb221f1ef3cabc6d835641993a6b\" tg-width=\"800\" tg-height=\"427\"></p>\n<p><strong>数据概览</strong></p>\n<p></p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e672257c604f6e5deda27e894c283f7f\" tg-width=\"1080\" tg-height=\"822\"><span>image.png</span></p>\n<p></p>\n<p><strong>一、经营业绩</strong></p>\n<p><strong>1.经营业绩-单季</strong></p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a1d1f511f6ca9d9b52df75b39cd21077\" tg-width=\"1035\" tg-height=\"257\"><span>1747314614606.png</span></p>\n<p><strong>营业收入</strong></p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c01193504edbd4ecf848effa3cf3d2eb\" tg-width=\"1080\" tg-height=\"638\"><span>image.png</span></p>\n<p><strong>经营利润</strong></p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ccfd761fd25b8a3756b982d92143f150\" tg-width=\"1080\" tg-height=\"638\"><span>image.png</span></p>\n<p><strong>非国际归母净利润</strong></p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4b3f508cfd2ee454f4dd637b90baf03d\" tg-width=\"1080\" tg-height=\"637\"><span>image.png</span></p>\n<p></p>\n<p><strong>二、分业务收入</strong></p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d9137a40598a34fb91211b6f5697c387\" tg-width=\"1080\" tg-height=\"353\"><span>1747314670644.png</span></p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5e74065386405752ab7d041245e1a08c\" tg-width=\"1080\" tg-height=\"663\"><span>image.png</span></p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ced515e545f2dc5a848da4f7acb102e9\" tg-width=\"1080\" tg-height=\"663\"><span>image.png</span></p>\n<p><strong>三、游戏相关收入</strong></p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/44c0b1fd3e35302b94baa38f237cdde3\" tg-width=\"1036\" tg-height=\"299\"><span>1747314707798.png</span></p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/fabb820da1d9aca29603bf2fed35e08a\" tg-width=\"1080\" tg-height=\"663\"><span>image.png</span></p>\n<p style=\"text-align: center;\"></p>\n<p><strong>四、现金流</strong></p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0a745be6c76578df1904ad80d3afcd04\" tg-width=\"1080\" tg-height=\"301\"><span>1747314753651.png</span></p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c10f12f3a9eed882f64ba2fe3738516e\" tg-width=\"1080\" tg-height=\"622\"><span>image.png</span></p>\n<p></p>\n<p><strong>五、成本&amp;费用</strong></p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/015a51a3983d22ba0bf7e1ccfbb6cbc9\" tg-width=\"1044\" tg-height=\"357\"><span>1747314783012.png</span></p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/96bc04e60d24879ca89f0c1b7832f2a6\" tg-width=\"1080\" tg-height=\"693\"><span>image.png</span></p>\n<p><a href=\"https://laohu8.com/S/NTES\">$网易(NTES)$</a> <a href=\"https://laohu8.com/S/09999\">$网易-S(09999)$</a> <a href=\"https://laohu8.com/S/513220\">$中概互联ETF(513220)$</a></p></body></html>","text":"数据概览 image.png 一、经营业绩 1.经营业绩-单季 1747314614606.png 营业收入 image.png 经营利润 image.png 非国际归母净利润 image.png 二、分业务收入 1747314670644.png image.png image.png 三、游戏相关收入 1747314707798.png image.png 四、现金流 1747314753651.png image.png 五、成本&费用 1747314783012.png image.png $网易(NTES)$ $网易-S(09999)$ $中概互联ETF(513220)$","highlighted":1,"essential":1,"paper":2,"likeSize":3,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/435442261021144","repostId":0,"isVote":1,"tweetType":1,"viewCount":4037,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":["09999","513220","NTES"],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":true,"length":329,"optionInvolvedFlag":false,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/435442261021144"}