瑞银发表研究报告指，预期阅文集团上半年收入或按年减少25%至32亿元，逊于市场预期15%。按业务来看，该行估计集团的在线业务收入将基本持平，料业务已经走出策略调整期，并将重点转向高消费的高质量用户，因此能够实现稳定的表现。在IP业务方面，预计集团的自有IP业务(撇除新丽传媒(NCM))的收入将下降4%。此外，该行表示，由于期内集团未有发行剧集，估计NCM的收入或显著下降97%至3200万元。盈利方面，该行估计阅文集团的非IFRS纯利按年减少31%至4.85亿元，或低于市场预测19%。另外，该行下调集团2025及26财年收入预测10%和8%，续予“中性”评级，目标价由28.5港元上调至33港元。
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