网易-S涨超3% 《燕云十六声》全球表现亮眼 中长期收入潜力有望加速兑现
Zhi Tong Cai Jing·2025-12-01 06:37

Core Viewpoint - NetEase-S (09999) shares rose over 3%, currently up 3.27% at 221 HKD, with a trading volume of 708 million HKD [1] Group 1: Game Launch Performance - On November 15, "Where Winds Meet" was globally released on Steam, PlayStation, and Epic platforms [1] - Within 40 minutes of launch, the overseas version attracted over 500,000 players, with Steam recording a peak concurrent user count exceeding 140,000 [1] Group 2: Market Expectations and Future Growth - Huatai Securities noted that the overseas performance of "Where Winds Meet" exceeded market expectations, indicating potential for accelerated revenue realization in the medium to long term [1] - Dongfang Securities highlighted the recovery of Blizzard games and the strong performance of "Where Winds Meet" both domestically and internationally, with expectations for growth driven by the upcoming release of "Forgotten Sea" in 2026 [1]