传媒行业周报:从卡游到52TOYS再到WAKUKU量子之歌撬动IP经济积极关注AI应用

华鑫证券有限责...
15 Jun

本周观点更新IP 经济在暑假档中热度再起,从4 月卡游递表到5 月52Toys递表再到6 月美股量子之歌涨幅因Wakuku 获得关注,2025 年二季度看从政策端、产业端、企业端均带来新增亮点。卡游在港股上市的进展也带来卡牌板块的关注。从AI 应用到IP 经济带来的谷子板块热度从轻工生产、代运营、营销、扩散至整个文化传媒IP 板块。同时,暑假档,内容供给从电影剧集动漫游戏,展览如BiliBili ...

Source Link

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Most Discussed

  1. 1
     
     
     
     
  2. 2
     
     
     
     
  3. 3
     
     
     
     
  4. 4
     
     
     
     
  5. 5
     
     
     
     
  6. 6
     
     
     
     
  7. 7
     
     
     
     
  8. 8
     
     
     
     
  9. 9
     
     
     
     
  10. 10