传媒互联网行业周报:游戏板块估值有望修复 心动公司新游《伊瑟》已上线

招商证券股份有...
Jun 10, 2025

近期我们继续坚定推荐各个细分行业龙头公司,我们继续坚定看好【神州泰岳】【南方传媒】【分众传媒】【完美世界】【恺英网络】【巨人网络】【腾讯控股】【昆仑万维】【中国科传】【芒果超媒】【哔哩哔哩】【中文在线】等过去的一周,传媒行业上涨了2.52%,在所有行业中排名第7 位,传媒板块年初到现在上涨了7.98%,排名所有板块第5 名。近期,我们继续坚定看好传媒和游戏板块,我们的推荐逻辑如下:1 游戏和传媒...

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