爱奇艺于4 月23 日举办2025 年爱奇艺世界·大会,会上管理层进一步分享了未来战略思考、AI 工具的应用及后续爱奇艺重点片单。公司在进一步明确长剧+微短剧双轮驱动战略的同时,亦计划通过优化广告系统及上线内容电商业务等举措强化其商业化能力。建议持续关注公司内容生态的丰富进展及商业化举措的有效性,基本面的进一步企稳或是缓解市场对短剧挤压长视频时长担忧的关键催化。维持“买入”评级。爱奇艺世界·大会:...
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