中信建投:IP新消费前路坦荡,AI应用星星之火

市场资讯
19 Jun

  炒股就看金麒麟分析师研报,权威,专业,及时,全面,助您挖掘潜力主题机会!

中信建投研报称,1.IP新消费前路坦荡:小情绪,大空间。内容向的新消费持续景气,中信建投认为满足三个条件就是广义的新消费,满足即刻情绪价值、高频多次消费、赛道增速快。因此从线下的潮玩和演出,到线上的游戏与音乐,都是有潜力的新消费赛道,看好长期增长空间广阔。2.AI应用星星之火,AI Agent与多模态进展领先。随着以DeepSeek为首的推理模型加速迭代,今年迎来Agent和AI视频的落地元年。

海量资讯、精准解读,尽在新浪财经APP

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