阅文集团（00772）今日盘中股价大涨6.25%，引发市场关注。该公司股价的强劲表现主要得益于其优异的业绩表现和分析师的积极评价。
根据最新研报，里昂证券指出阅文集团上半年业绩超出预期，主要受益于IP衍生商品交易总额（GMV）的稳健增长，以及剔除新丽传媒（NCM）后经调整净利润创下新高。里昂认为，IP授权与衍生商品业务将有助于释放公司IP资产的长期变现潜力，包括文学、漫画及动画等IP资产。基于这一积极展望，里昂上调了阅文2025年和2026年的经调整净利润预测，并将目标价从35港元上调至40港元，维持"跑赢大市"评级。
与此同时，国元国际也对阅文集团表示认可。该机构看好公司"内容+平台+AI"的新发展模式，给予公司在线阅读业务2025年12倍PE估值，版权运营业务2025年收入9倍PS估值。国元国际认为公司合理估值为495亿港元，对应2025年约41倍PE，给予48.5港元的目标价，维持"买入"评级。这些积极的分析师评价进一步推动了投资者对阅文集团的信心，促使其股价在盘中大幅上涨。
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