8月22日周五，爱奇艺(IQ.US)股价盘中大涨5.1%，截至发稿报2.35美元。分析认为，近期广电总局发布的"广电21条"政策利好以及公司在体验业务方面的积极布局是推动股价上涨的主要原因。
国家广电总局近日出台的《进一步丰富电视大屏内容促进广电视听内容供给的若干举措》被业内称为"广电21条"，为视频平台发展带来重大利好。该政策在内容创作、审查机制、题材开放等多个维度为行业创造了更有利的环境，如取消电视剧40集上限、优化审查流程等。爱奇艺首席内容官王晓晖表示，新政策将有效缩短内容制作周期，增加创作灵活度，扩大发行渠道。
此外，爱奇艺在最新财报中披露了体验业务的进展。公司正在积极拓展线下体验业务，包括"全感剧场"和"爱奇艺乐园"两种形式。目前，扬州和开封的两个爱奇艺乐园正在筹备中，年底前还将再确认1-2家新乐园选址。分析人士认为，以爱奇艺乐园为代表的体验业务高度契合当下消费升级与娱乐多元化的发展趋势，具有广阔的发展前景，这也增强了投资者对公司未来增长的信心。
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