智通财经APP获悉，阅文集团(00772)现涨超4%，截至发稿，涨4.29%，报29.2港元，成交额7460.39万港元。
国元国际指出，阅文集团拥有庞大的内容IP，同时自身IP升维能力也在不断提升，进行跨产品形态的联动，从文学作品到动漫到影视剧和游戏、周边相互协作，释放最大化的商业价值潜能。当前文化娱乐市场已经全面复苏，同时AI大模型技术应用将大幅提升行业产能，阅文集团将在这一大趋势下成为主要红利受益者。公司上半年业绩超预期增长，看好公司强大的发展潜力。
申万宏源则指出，潮玩是IP塑造、运营和变现的完整过程，而卡牌、谷子等不参与IP塑造，是对成熟IP的变现和渠道销售。该行指出，阅文已经推出《庆余年》、《全职高手》等IP的盲盒、手办、软周等周边；上半年卡牌业务重点突破，IP卡牌GMV合计约为1亿元，公司将继续推出影视卡牌、动漫卡牌，并具备全球化发行卡牌的能力。
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.