阅文集团(00772.HK) 早前发盈警，预计2024年度录得IFRS(国际财务报告准则)净亏损介乎1.5亿至2.5亿人民币，相较2023年度IFRS净利润8.04亿人民币；非IFRS净利润介乎11亿至11.5亿人民币，与2023年度的11.29亿人民币大致一致。
野村发表研报指，上述的净利润及经调整净利润表现均未达市场预期。该行对阅文集团的IP潜力持乐观态度，尤其长期而言，公司受到生成式人工智能的推动。
野村提及，阅文集团2025财年盈利前景目前看来较为疲弱，故将2024至2025财年经调整盈利下调18%及16%，主要考虑到新丽传媒的利润贡献较低。该行将阅文集团评级由“买入”下调至“中性”，H股目标价由29.8港元下调至27港元。(js/u)
(港股报价延迟最少十五分钟。沽空资料截至 2025-02-26 16:25。)
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.