摩根大通发表报告指，大麦娱乐(01060.HK) 和猫眼娱乐(01896.HK) 在今年的股票回报率相差悬殊，大麦上涨91%，猫眼下跌10%，而同期MSCI中国指数上涨17%，该行认为主要是由于大麦的IP商品化和线下活动票务业务的积极发展。
报告指，大麦从类似于猫眼的电影业代表，转变为更多元化的IP及线下娱乐活动经营者，导致估值重估，该行预期这将继续带动正面的盈利调整及股价上扬。由于大麦的策略重心及营收风险与猫眼不同，预期大麦的表现将持续领先猫眼。维持对大麦“增持”评级，目标价由0.59升至1.2元。对猫眼评级由“增持”降至“中性”，目标价由12元削至6.8元。(ha/a)(港股报价延迟最少十五分钟。沽空资料截至 2025-07-04 16:25。)
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