网易-S(9999.HK)游戏产品线动态点评：周期底部已过《漫威争锋》《燕云十六声》蓄势待发_老虎社区_美港股上老虎

网易-S(9999.HK)游戏产品线动态点评：周期底部已过《漫威争锋》《燕云十六声》蓄势待发

光大证券2024-12-04

周期底部已过，重点新品密集，《漫威争锋》《燕云》24M12 上线，25 年期待《无限大》：1）漫威IP 6V6 英雄战术射击新游《漫威争锋》定档12月6 日。预约数据理想，有望凭借对漫威英雄的高还原度吸纳较大体量海外玩家，凭借海外受欢迎的战术射击玩法和精细的英雄建模实现较长期的用户留存和变现。2）武侠开放世界新品《燕云十六声》端游预计12 月底上线。优化单人和多人玩法间过渡内容，PC 端优先上线...

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