大行评级丨花旗：国庆档票房预期偏低竞争温和，看好猫眼娱乐竞争位置

格隆汇09-24 13:47

花旗发表研报指，投资者对国庆档票房预期偏低，主因消费疲弱及欠缺明确爆款，而中秋与国庆长假期亦可能令旅游替代电影消费。该行预测2026年国庆档票房16亿元，同比跌12%。在预期偏低下，该行看好猫眼娱乐竞争位置，并视其为票房若好于预期时的主要受惠者，评级“买入”，目标价6港元，基于预测2027年经调整市盈率14倍，以反映近期传媒板块重估。

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