智通财经APP获悉,国信证券发布研报称,持续看好景气改善与IP/AI驱动下的板块机会。1)基本面底部改善,关注游戏、广告媒体、影视等板块,寻找个股α。2)行业β持续看好高景气的IP潮玩以及从0到1阶段的AI应用。IP潮玩高景气持续、受众及品类持续泛化;AI应用处于加速落地的阶段,重点把握应用场景机会,关注游戏、玩具、广告、教育、电商、社交、等方向;2B/2G关注营销、教育等领域落地可能;2C关注...
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