智通财经网·2025-11-25 02:05Core Viewpoint - Bank of America expresses increased optimism regarding NetEase's user engagement and profitability potential for the game "ANANTA," projecting an annual revenue of 10 billion RMB post-launch [1] Financial Projections - Bank of America raises NetEase's adjusted earnings per share estimates for 2025-2027 by 0-4% to reflect the performance contribution from "ANANTA," while offsetting slightly higher sales and marketing expenses [1] - The target price for NetEase is reaffirmed at 259 HKD [1] Game Launch Timeline - The official launch of "ANANTA" is expected to take several quarters, with the earliest projection being the end of Q3 2026 [1] Revenue Growth Expectations - Over the next 6-9 months, existing evergreen games and Blizzard's new title "Diablo 4" are anticipated to support revenue growth, with an expected increase of 8% in 2026 [1] - Following this, "ANANTA" and "Sea of Remnants" are expected to contribute to performance [1] Share Buyback Program - NetEase's remaining $3 billion share repurchase plan is expected to provide downside support for the stock price [1]