网易第一季度游戏稍弱，阴阳师下载排名下滑_老虎社区_美港股上老虎

网易第一季度游戏稍弱，阴阳师下载排名下滑

天灏资本
2017-04-06

基于我们对$网易(NTES)$1月和2月的数据来看，网易游戏收入会弱于预期。市场目前给予网易2017年第一季度的收入的一致预期有点偏高。

但从长期看，我们相信网易的游戏研发能力，公司能具备良好增长空间，维持买入评级，参考目标价$297。

根据我们的数据，2月份的游戏服务器数量 3119（+31.7%Y/Y，+2%Q/Q）。其中，手游服务器 2109（+64.4%Y/Y，+5.3%Q/Q），端游服务器 1010（-7%Y/Y，-4.4%Q/Q）。

阴阳师一季度下载排名有所下滑（从16Q4的51下滑至17Q1的77），总下载排名也有微幅下滑。

考拉电商稳定增长。截止2017年2月，考拉的日平均SKUs上涨到37,945（对比16Q4：37,064；16Q1：17,046）。同时，考拉和网易严选的下载排名快速上升。#网易PK腾讯#

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欧奈尔门徒
·2017-04-06
严选最近我用的蛮多的，但是感觉周边用的人不多
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- 苍井多回复33_Tiger:
  😒😒
  2017-04-06
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- 33_Tiger回复苍井多:
  只能说因此网易新产品会更早体验。比如猪肉
  2017-04-06
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- 苍井多回复33_Tiger:
  因为老虎是网易系～
  2017-04-06
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33_Tiger
·2017-04-06
阴阳师大家都能感受到明显下滑。被王者抢了风头
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Tony特别帅
·2017-04-06
看好网易研发实力
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网易第一季度游戏稍弱，阴阳师下载排名下滑

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