金吾财讯 | 影视股部分走强，截至发稿，猫眼娱乐(01896)涨6.51%，比高集团(08220)涨2.55%，邵氏兄弟控股(00953)涨1.75%，阿里影业(01060)涨1.2%。消息面上，中信建投研报指出，2024年影视行业供给波动，导致大盘表现平淡。但是迎来2025年，国产与进口片供给均有望强势恢复。国产片方面，2025年春节档有望成为历史头部影片最集中的一个档期，全年国产片类型丰富且数量多。进口片方面，北美已定档多部影片，看好明年观影需求的恢复。AI视频方面，Sora、Pika、可灵、海螺等AI工具可用度提升，看好AI赋能影视内容制作。
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