智通财经APP获悉，大麦娱乐(01060)现涨超4%，截至发稿，涨3.19%，报0.97港元，成交额1.59亿港元。
消息面上，阿里影业已正式将公司名称改为大麦娱乐，并于业绩公告提出内容领先、用户增长、强化商业衍生能力及积极布局海外四个未来重要策略方向。中金发布研报称，市场看重集团在演出产业领先地位基础上，基于To C业务属性的长期现金流稳健性，加上IP衍生业务的发展弹性。展望未来，公司可望更加聚焦主业，经营效率或持续改善。
小摩发布研报称，大麦和猫眼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。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。
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