大麦娱乐（01060）今日盘中大涨5.32%，股价报0.99港元，成交额达4923.51万港元。这波上涨主要受到公司发布的盈喜预告及分析师积极评价的推动。
据悉，大麦娱乐近日发布了2026财年上半年的盈利预喜，预计归属股东净利润不低于5亿元人民币，超出市场预期。高盛分析师指出，这一预期比他们的预测高出7%。公司表示，净利润的显著增长主要来自阿里鱼业务的强劲同比增长，以及投资损失的同比收窄。
分析师对大麦娱乐的前景持乐观态度。摩根士丹利认为，由于公司的IP扩展和产品零售方面的新业务措施，预计未来将实现更高的增长率。高盛预测2026财年上半年总收入将达到37亿元人民币，同比增长20%，主要由IP业务分部的84%同比增长驱动。他们特别看好Sanrio China的持续强劲表现，以及新引入的IP（如Chiikawa）对阿里鱼业务的推动作用，预计阿里鱼的商品交易总额（GMV）将实现翻倍增长。
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