杰富瑞发表研究报告指，阅文集团中期收入按年跌23.9%至32亿元，较市场及该行预期高1.4%与3.5%，主要因IP营运及其他收入(撇除新丽传媒)好过预期。非国际财务报告准则(Non-IFRS)盈利表现好过预期，因毛利率较好及严格管控成本。管理层强调将凭借其丰富及热门的IP储备，把握IP衍生商品与授权业务的机会。针对新丽传媒，该行重申此前观点，认为剧集业务收入将于下半年释放；AI技术亦有望赋能营运端及作家端，并优化用户体验。该行维持“买入”评级，目标价由35港元上调至36港元。
杰富瑞发表研究报告指，阅文集团中期收入按年跌23.9%至32亿元，较市场及该行预期高1.4%与3.5%，主要因IP营运及其他收入(撇除新丽传媒)好过预期。非国际财务报告准则(Non-IFRS)盈利表现好过预期，因毛利率较好及严格管控成本。管理层强调将凭借其丰富及热门的IP储备，把握IP衍生商品与授权业务的机会。针对新丽传媒，该行重申此前观点，认为剧集业务收入将于下半年释放；AI技术亦有望赋能营运端及作家端，并优化用户体验。该行维持“买入”评级，目标价由35港元上调至36港元。
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