<p><strong>网易公司</strong>（HKG:9999）的股东本周将感到高兴，因为股价在最新季度业绩发布后上涨了 16%，达到 190 港元。收入为 290 亿元人民币，基本符合分析师的预期，尽管法定每股收益（EPS）超出预期，达到 3.21 元人民币，令人印象深刻，比预期高出 26%。分析师通常会在每次财报发布时更新他们的预测，我们可以从他们的估计中判断他们对公司的看法是否发生了变化，或者是否有新的关注点。因此，我们收集了最新的财报后预测，以查看估计值对明年的展望。</p>
<p>人工智能即将改变医疗保健。这 20 只股票正在从早期诊断到药物发现等各个方面进行工作。最棒的是——它们的市值都在 100 亿美元以下——现在仍然有机会提前布局。</p>
<p><img src="https://imageproxy.pbkrs.com/https://images.simplywall.st/asset/chart/416512-earnings-and-revenue-growth-1-dark/1747529847928?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" original-src="https://imageproxy.pbkrs.com/https://images.simplywall.st/asset/chart/416512-earnings-and-revenue-growth-1-dark/1747529847928"/></p>
<p>SEHK:9999 收益和收入增长 2025 年 5 月 18 日</p>
<p>考虑到最新的业绩，33 位分析师对网易的最新共识是 2025 年收入为 1149 亿元人民币。如果实现，这将意味着过去 12 个月收入增长 7.2%。每股收益预计将增长 6.7%，达到 10.90 元人民币。在此报告发布之前，分析师们曾预测 2025 年收入为 1137 亿元人民币，每股收益（EPS）为 9.82 元人民币。收入预测没有实质性变化，但分析师们似乎对收益更加乐观，因为在这些业绩发布后每股收益的预期有了显著提升。</p>
<p>查看我们对网易的最新分析</p>
<p>分析师们在收益上调的背景下提高了他们的价格目标，市场共识价格目标上升了 7.0%，达到 201 港元。然而，这并不是我们可以从这些数据中得出的唯一结论，因为一些投资者在评估分析师的价格目标时也喜欢考虑估计值的差异。对网易的看法存在一些差异，最乐观的分析师将其估值为 251 港元，而最悲观的分析师则为每股 118 港元。这是一个相当广泛的估计范围，表明分析师们对该业务的可能结果预测差异较大。</p>
<p>现在从更大的角度来看，我们可以通过将这些预测与过去的表现和行业增长预期进行比较来理解这些预测。根据分析师的说法，到 2025 年底，收入预计将以年化 9.7% 的速度增长。这与过去五年的 10.0% 的年增长率相符。与更广泛的行业相比，分析师的估计（总体）表明，收入将以 8.5% 的年率增长。因此，尽管预计网易将保持其收入增长率，但其增长速度仅与更广泛的行业相当。</p>
<h2>结论</h2>
<p>这里最重要的是，分析师们上调了他们的每股收益预期，这表明在这些业绩发布后，市场对网易的乐观情绪明显增加。令人欣慰的是，收入预测没有实质性变化，业务仍然预计将与整体行业保持一致增长。价格目标也有了不错的提升，分析师们显然认为公司的内在价值正在改善。</p>
<p>话虽如此，公司的长期收益轨迹远比明年的表现更为重要。我们有来自多位网易分析师的预测，覆盖到 2027 年，您可以在我们的平台上免费查看。</p>
<p>您还可以查看我们对网易董事会和首席执行官薪酬及经验的分析，以及公司内部人士是否有购买股票。</p>
<p>如果您想交易网易，请在专业人士信赖的最低成本平台——Interactive Brokers 开设账户。</p>
<p>IBKR 在 200 多个国家和地区拥有客户，并可访问 160 个市场，让您可以通过一个集成账户交易股票、期权、期货、外汇、债券和基金。</p>
<p>享受无隐藏费用、无账户最低限额，以及低至 0.03% 的外汇转换率，远优于大多数经纪商提供的服务。</p>
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K3MD

<p>网易公司（HKG:9999）报告称，股价上涨 16%，达到 190 港元，超出每股收益预期 26%，为 3.21 元人民币。分析师预测 2025 年收入为 1149 亿人民币，增长 7.2%，每股收益预计增长 6.7%，达到 10.90 元人民币。目标价上调 7.0%，至 201 港元，估计范围在 118 港元至 251 港元之间。总体而言，分析师对网易的盈利表现出更强的乐观情绪，而收入增长与行业趋势一致</p>

<p>Shareholders of <strong>NetEase, Inc.</strong> (HKG:9999) will be pleased this week, given that the stock price is up 16% to HK$190 following its latest quarterly results. Revenues were CN¥29b, approximately in line with whatthe analysts expected, although statutory earnings per share (EPS) crushed expectations, coming in at CN¥3.21, an impressive 26% ahead of estimates. The analysts typically update their forecasts at each earnings report, and we can judge from their estimates whether their view of the company has changed or if there are any new concerns to be aware of. So we gathered the latest post-earnings forecasts to see what estimates suggest is in store for next year.</p>
<div class="lb-trans"><p><strong>网易公司</strong>（HKG:9999）的股东本周将感到高兴，因为股价在最新季度业绩发布后上涨了 16%，达到 190 港元。收入为 290 亿元人民币，基本符合分析师的预期，尽管法定每股收益（EPS）超出预期，达到 3.21 元人民币，令人印象深刻，比预期高出 26%。分析师通常会在每次财报发布时更新他们的预测，我们可以从他们的估计中判断他们对公司的看法是否发生了变化，或者是否有新的关注点。因此，我们收集了最新的财报后预测，以查看估计值对明年的展望。</p>
</div><p>AI is about to change healthcare. These 20 stocks are working on everything from early diagnostics to drug discovery. The best part - they are all under $10bn in marketcap - there is still time to get in early.</p>
<div class="lb-trans"><p>人工智能即将改变医疗保健。这 20 只股票正在从早期诊断到药物发现等各个方面进行工作。最棒的是——它们的市值都在 100 亿美元以下——现在仍然有机会提前布局。</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://images.simplywall.st/asset/chart/416512-earnings-and-revenue-growth-1-dark/1747529847928" alt="" original-src="https://images.simplywall.st/asset/chart/416512-earnings-and-revenue-growth-1-dark/1747529847928"/></p>
<p>SEHK:9999 Earnings and Revenue Growth May 18th 2025</p>
<div class="lb-trans"><p>SEHK:9999 收益和收入增长 2025 年 5 月 18 日</p>
</div><p>Taking into account the latest results, the most recent consensus for NetEase from 33 analysts is for revenues of CN¥114.9b in 2025. If met, it would imply an okay 7.2% increase on its revenue over the past 12 months. Per-share earnings are expected to increase 6.7% to CN¥10.90. In the lead-up to this report, the analysts had been modelling revenues of CN¥113.7b and earnings per share (EPS) of CN¥9.82 in 2025. There was no real change to the revenue estimates, but the analysts do seem more bullish on earnings, given the solid gain to earnings per share expectations following these results.</p>
<div class="lb-trans"><p>考虑到最新的业绩，33 位分析师对网易的最新共识是 2025 年收入为 1149 亿元人民币。如果实现，这将意味着过去 12 个月收入增长 7.2%。每股收益预计将增长 6.7%，达到 10.90 元人民币。在此报告发布之前，分析师们曾预测 2025 年收入为 1137 亿元人民币，每股收益（EPS）为 9.82 元人民币。收入预测没有实质性变化，但分析师们似乎对收益更加乐观，因为在这些业绩发布后每股收益的预期有了显著提升。</p>
</div><p>View our latest analysis for NetEase</p>
<div class="lb-trans"><p>查看我们对网易的最新分析</p>
</div><p>The analysts have been lifting their price targets on the back of the earnings upgrade, with the consensus price target rising 7.0% to HK$201. That's not the only conclusion we can draw from this data however, as some investors also like to consider the spread in estimates when evaluating analyst price targets. There are some variant perceptions on NetEase, with the most bullish analyst valuing it at HK$251 and the most bearish at HK$118 per share. This is a fairly broad spread of estimates, suggesting that analysts are forecasting a wide range of possible outcomes for the business.</p>
<div class="lb-trans"><p>分析师们在收益上调的背景下提高了他们的价格目标，市场共识价格目标上升了 7.0%，达到 201 港元。然而，这并不是我们可以从这些数据中得出的唯一结论，因为一些投资者在评估分析师的价格目标时也喜欢考虑估计值的差异。对网易的看法存在一些差异，最乐观的分析师将其估值为 251 港元，而最悲观的分析师则为每股 118 港元。这是一个相当广泛的估计范围，表明分析师们对该业务的可能结果预测差异较大。</p>
</div><p>Looking at the bigger picture now, one of the ways we can make sense of these forecasts is to see how they measure up against both past performance and industry growth estimates. The period to the end of 2025 brings more of the same, according to the analysts, with revenue forecast to display 9.7% growth on an annualised basis. That is in line with its 10.0% annual growth over the past five years. Compare this with the broader industry, which analyst estimates (in aggregate) suggest will see revenues grow 8.5% annually. So although NetEase is expected to maintain its revenue growth rate, it's only growing at about the rate of the wider industry.</p>
<div class="lb-trans"><p>现在从更大的角度来看，我们可以通过将这些预测与过去的表现和行业增长预期进行比较来理解这些预测。根据分析师的说法，到 2025 年底，收入预计将以年化 9.7% 的速度增长。这与过去五年的 10.0% 的年增长率相符。与更广泛的行业相比，分析师的估计（总体）表明，收入将以 8.5% 的年率增长。因此，尽管预计网易将保持其收入增长率，但其增长速度仅与更广泛的行业相当。</p>
</div><h2>The Bottom Line</h2>
<div class="lb-trans"><h2>结论</h2>
</div><p>The most important thing here is that the analysts upgraded their earnings per share estimates, suggesting that there has been a clear increase in optimism towards NetEase following these results. Happily, there were no real changes to revenue forecasts, with the business still expected to grow in line with the overall industry. There was also a nice increase in the price target, with the analysts clearly feeling that the intrinsic value of the business is improving.</p>
<div class="lb-trans"><p>这里最重要的是，分析师们上调了他们的每股收益预期，这表明在这些业绩发布后，市场对网易的乐观情绪明显增加。令人欣慰的是，收入预测没有实质性变化，业务仍然预计将与整体行业保持一致增长。价格目标也有了不错的提升，分析师们显然认为公司的内在价值正在改善。</p>
</div><p>With that said, the long-term trajectory of the company's earnings is a lot more important than next year. We have estimates - from multiple NetEase analysts - going out to 2027, and you can see them free on our platform here.</p>
<div class="lb-trans"><p>话虽如此，公司的长期收益轨迹远比明年的表现更为重要。我们有来自多位网易分析师的预测，覆盖到 2027 年，您可以在我们的平台上免费查看。</p>
</div><p>You can also see our analysis of NetEase's Board and CEO remuneration and experience, and whether company insiders have been buying stock.</p>
<div class="lb-trans"><p>您还可以查看我们对网易董事会和首席执行官薪酬及经验的分析，以及公司内部人士是否有购买股票。</p>
</div><p>If you're looking to trade NetEase, open an account with the lowest-cost platform trusted by professionals, Interactive Brokers.</p>
<div class="lb-trans"><p>如果您想交易网易，请在专业人士信赖的最低成本平台——Interactive Brokers 开设账户。</p>
</div><p>With clients in over 200 countries and territories, and access to 160 markets, IBKR lets you trade stocks, options, futures, forex, bonds and funds from a single integrated account.</p>
<div class="lb-trans"><p>IBKR 在 200 多个国家和地区拥有客户，并可访问 160 个市场，让您可以通过一个集成账户交易股票、期权、期货、外汇、债券和基金。</p>
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网易公司刚刚超出每股收益预期 26%：分析师认为接下来会发生什么