6月2日，阿里影业（01060）股价盘中大涨6.17%，截至发稿报0.85港元，成交额超过1亿港元。该股逆市上涨引起市场广泛关注。
消息面上，阿里影业于5月21日宣布拟将公司名称更改为"大麦娱乐"，标志着公司未来将更加聚焦线下演出和IP衍生两大高增长业务。此外，公司近期披露将于6月与百联ZX造趣场举办Chiikawa快闪店活动，进一步拓展IP商业化。
多家券商对阿里影业的战略转型给予积极评价。花旗银行在研报中指出，阿里影业在2025财年业绩会议上明确展示了未来2至3年电影投资的纪律性，并将重点资源配置到大麦票务和IP商品销售业务。中金公司也上调了阿里影业的目标价，认为公司在演出产业的领先地位和IP衍生业务的发展弹性值得期待。分析师普遍认为，公司旗下大麦平台表现稳健，反映了线下娱乐市场的韧性和公司的市场主导地位，而IP商品业务的潜力尚未完全释放，未来有望为公司带来新的增长点。
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