传媒行业7月投资策略:持续看好游戏板块表现 把握AI应用与IP潮玩布局机会

国信证券股份有...
08 Jul

6月跑赢市场。1)25年6月份传媒板块(申万传媒指数)上涨8.40%,跑赢沪深300指数5.90个百分点,在申万一级31个行业中排名第7位;2)巨人网络、联建光电、ST广网、欢瑞世纪、冰川网络涨幅居前;祥源文旅、游族网络、新华都、ST大晟、三六五网等跌幅居前;3)估值来看,当前申万传媒指数对应TTM-PE 47.9x,处于过去5年87%分位数。游戏市场1-5月营收持续高增长,持续看好关注政策、景气...

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