大麦娱乐（01060）今日盘中大涨5.32%，报0.99港元，成交额4923.51万港元，引发市场关注。
消息面上，大麦娱乐近日发布盈喜预告，预计2026财年上半年归属股东净利润不低于5亿元人民币，超出市场预期。高盛指出，这一数字较其预期高出7%。公司表示，净利润的显著增长主要受阿里鱼业务强劲的同比增长以及投资损失同比收窄等因素驱动。
分析师对大麦娱乐的前景持积极态度。大摩认为，由于公司的IP扩展及产品零售方面的新业务措施，预计公司将有更高增长率。高盛预测2026财年上半年总收入将达37亿元人民币，同比增长20%，主要由IP业务分部同比增长84%所驱动。其中，Sanrio China的贡献将持续强劲，而新引入的IP（包括Chiikawa）预计将推动阿里鱼的商品交易总额（GMV）翻倍增长。高盛相信，考虑到新引入IP的贡献以及产品销售业务的扩展，阿里鱼的增长应会超越Sanrio China。
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