中信建投：IP新消費前路坦蕩，AI應用星星之火

市場資訊

06-19

　　炒股就看金麒麟分析師研報，權威，專業，及時，全面，助您挖掘潛力主題機會！

中信建投研報稱，1.IP新消費前路坦蕩：小情緒，大空間。內容向的新消費持續景氣，中信建投認爲滿足三個條件就是廣義的新消費，滿足即刻情緒價值、高頻多次消費、賽道增速快。因此從線下的潮玩和演出，到線上的遊戲與音樂，都是有潛力的新消費賽道，看好長期增長空間廣闊。2.AI應用星星之火，AI Agent與多模態進展領先。隨着以DeepSeek爲首的推理模型加速迭代，今年迎來Agent和AI視頻的落地元年。

海量資訊、精準解讀，盡在新浪財經APP

免責聲明：投資有風險，本文並非投資建議，以上內容不應被視為任何金融產品的購買或出售要約、建議或邀請，作者或其他用戶的任何相關討論、評論或帖子也不應被視為此類內容。本文僅供一般參考，不考慮您的個人投資目標、財務狀況或需求。TTM對信息的準確性和完整性不承擔任何責任或保證，投資者應自行研究並在投資前尋求專業建議。

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