《大行》里昂:阅文(00772.HK)核心IP及在线业务利润创新高 上调目标价至42.3元

阿斯达克财经
Feb 16

里昂发表研究报告指出,阅文集团(00772.HK) 近期发盈警,名义净利润受到一次性商誉减值及与新丽传媒相关的净亏损的显著影响。然而,该行认为核心IP及在线业务的经调整净利润在2025年创下新高(10亿元人民币),确认IP变现取得突破。在更广泛的“AI颠覆”忧虑中,微短剧行业及IP拥有者应受益于近期的防御性。该行将阅文目标价由40港元上调至42.3港元,并维持“跑赢大市”建议。该行预测2025年...

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