《大行》大摩：内地电影票房仍面对挑战料猫眼(01896.HK)和阿里影业(01060.HK)成赢家_老虎社区_美港股上老虎

《大行》大摩：内地电影票房仍面对挑战料猫眼(01896.HK)和阿里影业(01060.HK)成赢家

阿斯达克财经2024-05-07

摩根士丹利发表报告指出，内地电影票房仍面对挑战，主要是由于供应不确定性，尽管需求仍然强韧，该行重申对今年行业票房预测按年持平至550亿元人民币，复苏率86%。在行业前景变得更加黯淡的情况下，该行愈来愈关注高质量的赢家——猫眼(01896.HK) 和阿里影业(01060.HK) ，维持对两股的“增持”评级，看好他们稳定且可见的票务业务、在内容业务中市场份额的增长，以及估值不高等。该行维持猫眼目标价...

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一路富甲爽到爆
·2024-05-09
我就想问问阿里影业啥时候能到3元
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overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n《大行》大摩：内地电影票房仍面对挑战  料猫眼(01896.HK)和阿里影业(01060.HK)成赢家\n</h2>\n<h4 class=\"meta\">\n\n\n2024-05-07 10:28 北京时间   <a href=\"http://www.aastocks.com/tc/stocks/analysis/china-hot-topic-content.aspx?id=NOW.1347731&catg=4&source=AAFN\"><strong>阿斯达克财经</strong></a>\n</h4>\n</header>\n<article>\n<div>\n<p>摩根士丹利发表报告指出，内地电影票房仍面对挑战，主要是由于供应不确定性，尽管需求仍然强韧，该行重申对今年行业票房预测按年持平至550亿元人民币，复苏率86%。在行业前景变得更加黯淡的情况下，该行愈来愈关注高质量的赢家——猫眼(01896.HK) 和阿里影业(01060.HK) ，维持对两股的“增持”评级，看好他们稳定且可见的票务业务、在内容业务中市场份额的增长，以及估值不高等。该行维持猫眼目标价...</p>\n<a href=\"http://www.aastocks.com/tc/stocks/analysis/china-hot-topic-content.aspx?id=NOW.1347731&catg=4&source=AAFN\">Web Link</a>\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"http://plib.aastocks.com/aafnnews/image/medialib/20190610113118950_s.jpg","relate_stocks":{"89988":"阿里巴巴-WR","01896":"猫眼娱乐","09988":"阿里巴巴-W","LU0098860793.USD":"FRANKLIN INCOME \"A\" INC","LU0348735423.USD":"ALLIANZ HONG KONG EQUITY \"A\" (USD) INC","BK1588":"回港中概股","IE0034224299.USD":"PINEBRIDGE ASIA EX JAPAN EQUITY \"A\" (USD) ACC","LU1162221912.USD":"FRANKLIN INCOME \"A\" (USD) ACC","LU1989772923.USD":"CPR Invest - Climate Action A2 Acc USD-H","LU0320764243.SGD":"FTIF - Templeton Emerging Markets A Acc SGD","IE00BMPRXR70.SGD":"Neuberger Berman 5G Connectivity A Acc SGD-H","BK1249":"综合零售","LU0348805143.USD":"ALLIANZ ENHANCED ALL CHINA EQUITY \"A\" (USD) INC","LU0048597586.USD":"富达亚洲焦点A","BK4588":"碎股","LU0320765646.SGD":"FTIF - Franklin Income A MDIS SGD-H1","LU0163747925.USD":"EASTSPRING INVESTMENTS ASIAN EQUITY A ACC","LU0307460666.USD":"EASTSPRING INVESTMENTS CHINA EQUITY \"A\" ACC","LU0128522157.USD":"TEMPLETON ASIAN GROWTH \"A\" ACC","IE00BZ1G4Q59.USD":"LEGG MASON CLEARBRIDGE US EQUITY SUSTAINABILITY LEADER \"A\"(USD) INC (A)","LU1363072403.SGD":"Fidelity Global Financial Services A-ACC-SGD","BK1128":"电影和娱乐","LU0348788117.USD":"ALLIANZ EMERGING ASIA EQUITY \"A\" (USD) INC","BK1521":"挪威政府全球养老基金持仓","BK4585":"ETF&股票定投概念","BK4581":"高盛持仓","LU0287142896.SGD":"Fidelity China Focus A-SGD","LU0370786039.SGD":"Fidelity Greater China A-SGD","BK1586":"云计算","BK4504":"桥水持仓","LU0051755006.USD":"摩根大通中国A (dist)","LU0326950275.SGD":"Schroder ISF China Opportunities A Acc SGD-H","01060":"阿里影业","LU0029875118.USD":"TEMPLETON ASIAN GROWTH \"A\" INC","BK1591":"就地过年概念","LU0130103400.USD":"Natixis Harris Associates Global Equity RA USD","BK1142":"互联网与直销零售","LU1074936037.SGD":"JPMorgan Funds - US Value A (acc) SGD","LU0052750758.USD":"富兰克林中国基金A Acc","LU0043850808.USD":"HSBC GIF ASIA EX JAPAN EQUITY \"AD\" INC","LU0173614495.USD":"富达中国焦点A","BK1517":"云办公","LU0359201612.USD":"贝莱德中国基金A2","LU0106959298.USD":"UBS (LUX) EQUITY FUND - EMERGING MARKETS SUSTAINABLE LEADERS (USD) \"P\" (USD) ACC","BK1575":"同股不同权","BK1516":"腾讯概念","BK1584":"蚂蚁金服概念","LU0039217434.USD":"HSBC GIF CHINESE EQUITY \"AD\" INC","LU0228367735.SGD":"Eastspring Investments - Asian Equity Fund AS SGD","LU0140636845.USD":"施罗德大中华区股票A Acc"},"source_url":"http://www.aastocks.com/tc/stocks/analysis/china-hot-topic-content.aspx?id=NOW.1347731&catg=4&source=AAFN","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2433296319","content_text":"摩根士丹利发表报告指出，内地电影票房仍面对挑战，主要是由于供应不确定性，尽管需求仍然强韧，该行重申对今年行业票房预测按年持平至550亿元人民币，复苏率86%。在行业前景变得更加黯淡的情况下，该行愈来愈关注高质量的赢家——猫眼(01896.HK) 和阿里影业(01060.HK) ，维持对两股的“增持”评级，看好他们稳定且可见的票务业务、在内容业务中市场份额的增长，以及估值不高等。该行维持猫眼目标价11.6元，并将阿里影业目标价由0.65元下调至0.56元。该行另对其他公司采取更加谨慎的态度，并下调其所覆盖的大多数电影公司的盈利预测和目标价。此外，股东回报料可成为一个新的关注点。(jl/cy)(港股报价延迟最少十五分钟。沽空资料截至 2024-05-06 16:25。)AASTOCKS新闻","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"}],"hasMoreComments":true,"newsSizeData":{"likeSize":0,"commentSize":1,"repostSize":1,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false}}