花旗发布研报称，对猫眼娱乐开启30日正面催化剂观察，驱动因素为主要动画电影《鬼灭之刃：无限城 篇 第一章 猗窝座再袭》预定于11月14日上映，由猫眼担任其发行商。该电影在全球票房已展现强劲表 现，截至昨日全球排名第五，票房超过6.77亿美元，并成为北美地区第一国际电影。该电影的公布已产 生巨大热度，证据为猫眼专业版在一天内记录破40万次"想看"点击。 花旗预期，《鬼灭之刃：无限城篇 第一章 猗窝座再袭》将在中国成为第一日本动画电影，并假设票房 达10亿元人民币，预期利润贡献可能1.08亿元至2亿元人民币之间，对比2025年花旗调整后净利预期为 5.42亿元人民币。此外，随着新年假期从11月底开始，花旗亦预期，任何优于预期的票房表现，将成为 猫眼作为最大售票平台的正面催化剂，予该股目标价9.3港元，基于2026年调整后每股盈利14倍，维 持"买入"评级。 猫眼娱乐(01896)涨超3%，截至发稿，涨2.95%，报7.29港元，成交额1418.59万港元。 ...

花旗预期，《鬼灭之刃：无限城篇 第一章 猗窝座再袭》将在中国成为第一日本动画电影，并假设票房 达10亿元人民币，预期利润贡献可能1.08亿元至2亿元人民币之间，对比2025年花旗调整后净利预期为 5.42亿元人民币。此外，随着新年假期从11月底开始，花旗亦预期，任何优于预期的票房表现，将成为 猫眼作为最大售票平台的正面催化剂，予该股目标价9.3港元，基于2026年调整后每股盈利14倍，维 持"买入"评级。 智通财经APP获悉，猫眼娱乐(01896)涨超3%，截至发稿，涨2.95%，报7.29港元，成交额1418.59万港 元。 花旗发布研报称，对猫眼娱乐开启30日正面催化剂观察，驱动因素为主要动画电影《鬼灭之刃：无限城 篇 第一章 猗窝座再袭》预定于11月14日上映，由猫眼担任其发行商。该电影在全球票房已展现强劲表 现，截至昨日全球排名第五，票房超过6.77亿美元，并成为北美地区第一国际电影。该电影的公布已产 生巨大热度，证据为猫眼专业版在一天内记录破40万次"想看"点击。 ...

Group 1: Market Movements - Wanda Hotel Development (00169) saw a significant increase, rising over 20% during trading, attributed to an agreement with Sony's CPE for a 49% stake in Vampire Squid Productions, which operates the "Octonauts" IP [1] - Cat's Eye Entertainment (01896) rose over 5.3% following the announcement of the film "Demon Slayer: Infinity Castle Chapter One" set to release on November 14, with over 142,000 new views recorded on the platform [1] - Baidu Group-SW (09888) increased by 6.6% after its subsidiary reported over 250,000 orders completed by fully autonomous vehicles, marking a significant step in the commercialization of autonomous driving [1] - Semiconductor stocks experienced gains, with Huahong Semiconductor (01347) up 2.14%, Shanghai Fudan (01385) nearly 1%, and SMIC (00981) up 1.37%, driven by a continued demand for memory chips and price increases planned by several manufacturers [1] Group 2: Gold and Oil Stocks - Gold stocks continued to decline, with Lingbao Gold (03330) down 4.46% and China Gold International (02099) down 2.41%, as spot gold prices fell below $3,980 per ounce, a drop of over 9% from the high on October 20 [2] - Oil stocks rose, with PetroChina (00857) up 3.14% and Sinopec (00386) up 1.66%, following OPEC+'s announcement to pause production increases in Q1 2024, leading Morgan Stanley to raise its short-term oil price forecast [3] Group 3: Automotive and Technology Developments - Li Auto-W (02015) fell 3.3%, with a reported 38% year-on-year decline in new car deliveries for October, alongside a recall announcement for the MEGA 2024 model due to coolant issues [3] - Hesai Technology (02525) rose over 2% after announcing a strategic partnership with Guanghetong to develop a multi-modal perception and control solution based on lidar technology [3] Group 4: US Market Highlights - Atour (ATAT.US) increased by over 5.8%, supported by China's 14th Five-Year Plan aimed at boosting consumption [5] - NIO (NIO.US) rose over 2.3% with a 92.6% year-on-year increase in new car deliveries for October [5] - Micron Technology (MU.US) gained over 4.8% as Samsung paused DDR5 DRAM contract quotes, impacting the supply chain [5] - Nokia (NOK.US) rose over 3.4% following a $1 billion investment from Nvidia to accelerate AI-RAN innovations [6]

Core Viewpoint - Cat's Eye Entertainment (01896) saw a stock increase of over 5%, reaching HKD 7.08 with a trading volume of HKD 78.73 million, driven by the announcement of the film "Demon Slayer: Infinity Castle Chapter One" set to release in mainland China on November 14 [1] Group 1: Film Performance - The film "Demon Slayer: Infinity Castle Chapter One" has generated significant anticipation, with over 142,000 new "want to watch" entries on the Cat's Eye platform in a single day, setting a record for animated films [1] - The film has become the highest-grossing film in Japanese history globally and is projected to enter the top five of the global box office by 2025 [1] Group 2: Company Outlook - Longjiang Securities noted that while the company has achieved revenue growth, the overall market remains sluggish, necessitating attention to the performance of films in the second half of the year [1] - The company is expected to recover overall profits if its key distribution projects, such as "Little Monster in Langlang Mountain" and "The King's Avatar: For the Glory," perform well, along with a series of new films set to release in the latter half of the year [1] - CICC recommends continued monitoring of the box office performance of upcoming films, particularly key imported films at the end of the year [1]