周五盘中，港股阅文集团（00772）股价大涨5.06%，引发市场关注。这一涨势可能与公司在IP衍生品业务方面的强劲表现有关。
根据最新报道，阅文集团在IP衍生品业务上取得了显著进展。公司2024年财报显示，衍生品业务实现快速增长，全年GMV（商品交易总额）突破5亿元，其中卡牌GMV更是突破2亿元。这一成绩凸显了公司在IP变现方面的能力，为未来业绩增长奠定了基础。
值得注意的是，阅文集团在2024年完成了对腾讯动漫的资产收购。这一战略举措使得双方在内容、产能及IP全产业链开发上的优势得以深度融合，进一步增强了阅文集团在文娱行业的竞争力。市场对这一协同效应给予积极评价，可能是推动股价上涨的另一重要因素。随着IP衍生品市场的不断扩大，以及公司在AI等新技术领域的潜在布局，投资者对阅文集团的未来发展前景保持乐观态度。
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