智通财经APP获悉，大麦娱乐(01060)涨超5% ，截至发稿，涨5.05%，报1.04港元，成交额3.01亿港元。
消息面上，招商证券指出，大麦娱乐业务涵盖电影出品与发行、现场演出及票务、IP授权与衍生、剧集与艺人经纪等全产业链环节，形成“内容生产—宣发服务—商业衍生—科技创新”的生态体系。公司在电影、音乐、戏剧、展览、体育等多元演出领域累计服务观众逾1.5亿人次，旗下阿里鱼位列全球TOP11授权代理商，构建了涵盖头部至轻量级的IP矩阵。
华创证券认为，关税冲击本身对传媒互联网板块资产或偏短期情绪冲击，或无需过度悲观。优先关注防御方向的出版+低位大市值+港股内需方向。该行建议关注以内需为主或以稀缺IP为竞争力的IP衍生方向，其中大麦娱乐为内需现场演出及国内IP高景气受益标的。
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