传媒行业周观察:持续看好IP潮玩赛道长线景气度 端午档大盘热度边际回暖

华创证券有限责...
03 Jun

【市场观点】上周传媒(申万)指数整体上涨1.74%,同期沪深300 指数整体下跌1.08%,板块跑赢沪深300 指数2.82%,位列所有板块第6 位。我们认为当下传媒板块明线为AI 应用起势,暗线为哪咤带来的文化自信,需要锐度和配置并重;2023 年是闭源通用大模型的爆发之年,看好今年成为中国开源大模型的爆发及应用格局重塑之年。第一步为公有云价值重塑+产业重回增长(阿里云+腾讯云,以及产业链相关...

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