港股異動 | IMAX中國漲近12%領漲影視娛樂股,《阿凡達:水之道》官宣中國內地定檔
受《阿凡達:水之道》官宣中國內地定檔的利好消息帶動,影視娛樂股多數走強。截至發稿,$IMAX 中國(01970.HK)$漲近12%,$檸萌影視(09857.HK)$漲近6%,$阿裏影業(01060.HK)$、$貓眼娛樂(01896.HK)$漲約4%。
據20世紀影業官方微博報道,詹姆斯·卡梅隆執導的科幻動作大片《阿凡達:水之道》(簡稱《阿凡達2》)宣佈將於12月16日中國內地上映。
作爲影史最具影響力的電影系列之一,《阿凡達》在2009年問世後便在全世界引發現象級熱潮,以近30億美元的票房稱雄全球票房榜。續作《阿凡達2》的重點是水下戲份,卡梅隆稱要在水下完成大量、高質量的動作捕捉,克服了許多技術難關。
中信建投此前分析指出,近期國產片恢復定檔及進口片引進的消息,或將是供給端恢復信號,但需求端仍需重磅電影拉動觀影需求。《阿凡達2》將於12月16日於北美上映,建議關注國內引進進展。如供需同步復甦,預計受益標的包括受益觀影需求復甦的電影公司與受益大盤表現的龍頭。
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