6月6日，阅文集团（00772.HK）股价在盘中出现大幅下跌，跌幅高达5.06%，引发市场关注。这一走势与近期分析师的积极评价形成鲜明对比。
就在同一天，中金公司发布研报，维持阅文集团"跑赢行业"评级，目标价36港元。中金认为，阅文集团在IP衍生品业务方面有望加速发展，新丽传媒剧集项目储备丰富，在线阅读业务可能在2025年趋于稳定。此外，阅文集团最近收购艺画开天26.67%股权的举动，被视为进一步完善IP产业链布局的战略之举。
然而，尽管有利好消息支撑，阅文集团股价仍出现大幅下跌。这种反差可能反映了投资者对公司短期业绩的担忧，或是受到整体市场情绪的影响。当天恒生指数和恒生科技指数均呈现下跌趋势，科技股普遍表现疲软，这可能部分解释了阅文集团股价的下跌。此外，新消费概念股的普遍调整也可能对阅文集团造成一定压力。投资者似乎更关注短期市场波动，而非长期发展前景。
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