异动解读 | 大麦娱乐盘中大跌5.10%,港股通持股减少或为主因

异动解读
Oct 17, 2025

大麦娱乐(01060)今日盘中大跌5.10%,引发市场关注。尽管近期有利好消息传出,但公司股价仍出现明显下跌。

根据港股通最新数据显示,大麦娱乐被列入港股通最新日占比减持榜,持股比例下降0.34%,最新持股比例为25.52%。这一持股减少可能是导致股价下跌的主要原因之一。市场分析人士指出,北向资金的流向往往会对港股股价产生较大影响,此次持股比例的下降可能引发了投资者的抛售情绪。

然而,与股价走势形成鲜明对比的是,中信建投近期发布的研报对大麦娱乐保持乐观态度。该研报指出,公司旗下阿里鱼有望受益于与美国知名卡牌厂牌Topps的合作,并看好其IP授权业务的持续高增长。中信建投预计2026-2028财年公司归母净利润将实现134.85%、12.08%和11.84%的同比增长,维持"买入"评级。这一积极的分析与当前股价走势形成了有趣的对比,投资者可能需要权衡短期市场情绪与长期发展前景。

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