异动解读｜大麦娱乐盘中下跌5.66%，机构大幅下修盈利预测持续施压估值

行情直击06-22

6月22日，大麦娱乐盘中下跌5.66%，报0.50港元，成交额3769.03万港元，股价触及52周新低。

消息面上，中泰证券近日发布研报，虽维持"增持"评级，但大幅下调盈利预测：FY27-28年归母净利润从此前的15.14/19.65亿元下调至8.76/10.23亿元，降幅超40%。下调原因为海外业务及IP零售与自营业务仍处前期投入期，短期盈利能力承压。公司FY26实现收入80.24亿元，同比增20%，归母净利润7.05亿元，同比增94%，业绩虽亮眼但市场更关注远期盈利兑现能力。当前股价对应市净率仅0.83倍，反映市场对成长预期的显著修正。

（以上内容均基于市场公开消息，由程序或算法智能生成，仅作为股价异动提醒，不作为投资建议或交易依据。）

免责声明：本文观点仅代表作者个人观点，不构成本平台的投资建议，本平台不对文章信息准确性、完整性和及时性做出任何保证，亦不对因使用或信赖文章信息引发的任何损失承担责任。

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