大麦娱乐（01060）今日盘中大涨5.32%，引起市场广泛关注。截至盘中11:30，该股报0.97港元，成交额超1.6亿港元。
消息面上，阿里影业已正式更名为大麦娱乐，并在近期业绩公告中提出四大战略方向：内容领先、用户增长、强化商业衍生能力及积极布局海外。分析人士认为，公司正从单一电影业务代表转变为更加多元化的IP及线下娱乐活动经营者，这一转型战略得到了市场的积极认可。
摩根大通发布研报，维持对大麦娱乐"增持"评级，并将目标价上调至1.2港元。该行指出，大麦娱乐今年以来股价已上涨91%，远超同期MSCI中国指数17%的涨幅，主要得益于公司在IP商品化和线下活动票务业务方面的积极发展。分析师预期，这一转型将继续带动公司盈利改善和股价上扬。中金公司也发布报告称，看好公司在演出产业的领先地位，以及To C业务带来的长期稳定现金流和IP衍生业务的发展潜力。
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