文娱股阅文集团(00772)今日盘中大跌5.16%,引发市场关注。
阅文集团此前发布2024年业绩盈警,预计全年录得1.5亿至2.5亿元人民币净亏损,上一年度为8亿元净利润。主要是子公司新丽传媒产生10.5亿至11.5亿元非现金商誉减值,去年下半年表现逊于预期,影响整体业绩。
多家投行发布研报对此表示评论。野村及里昂下调了阅文的评级和目标价,并降低了未来几年的盈利预测。投行指阅文集团计划进一步专注于一线内容,但预期利润贡献将减少,加上内容营销及人工智能研发开支高于预期,拖累了2025年的盈利前景。
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