港股异动 | 网易-S(09999)早盘涨超4% 大摩称对暴雪潜在回归对网易的影响轻微正面
网易-S(09999)早盘涨超4%，截至发稿，涨3.23%，报163.2港元，成交额4.86亿港元。
消息面上，一直关闭的暴雪中国服务器自11月24日起已恢复存取。大摩发表报告指，一旦暴雪回归，相信网易比其他公司有更大的机会与其重建合作关系，但潜在回归对网易的影响轻微正面。
该行表示，虽然网易的自主开发业务已占其游戏总收入的95%，但估计暴雪潜在回归中国或意味着每年收入达到超过30亿人民币，即占网易游戏总收入约4%。然而，该行认为，由于过去一年许多中国的暴雪游戏玩家已经转向其他游戏，导致出现用户流失的情况，因此，数据或会打折。该行相信，潜在的回报可能会以对网易更有利的财务条款来实现，而更好的财务条款或为未来额外的游戏授权开辟途径。
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