智通财经APP获悉，大麦娱乐(01060)涨超6%，截至发稿，涨5.32%，报0.99港元，成交额4923.51万港元。
消息面上，近日，大麦娱乐发盈喜，大摩表示，由于大麦娱乐的IP扩展，加上在产品零售方面的新业务措施，相信公司将有更高增长率。高盛指出，大麦娱乐发布2026财年上半年盈利预喜，预计归属股东净利润不低于5亿元人民币，较高盛预期高7%。根据公司所述，净利润的显著增长主要受以下因素驱动，包括阿里鱼业务强劲的同比增长，及投资损失同比收窄。
对于即将于11月13日收市后公布的2026财年上半年业绩(4月至9月期间)，高盛预测，总收入达37亿元人民币，同比增长20%，主要由IP业务分部同比增长84%所驱动。在IP业务分部方面，高盛预期Sanrio China的贡献将持续强劲，而新引入的IP(包括Chiikawa)将推动阿里鱼的商品交易总额(GMV)翻倍增长；高盛相信，考虑到新引入IP的贡献以及产品销售业务的扩展，阿里鱼的增长应会超越Sanrio China。
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