传媒行业周报:OPENAI推出全新智能体产品 GROK发布智能伴侣功能

国盛证券
20 Jul

行情概览:本周(7.14-7.18)中信一级传媒板块下跌1.58%。本周游戏板块调整,但AI 应用板块热度提升。临近中报期重视中报预期较好公司的投资机会。2025 年下半年传媒继续看好游戏等基本面驱动板块,同时弹性方向看好AI 应用及IP 变现。AI 应用聚焦新应用的映射投资及部分较成熟应用的数据跟踪,重点关注AI 陪伴、AI 教育及AI 玩具方向。IP 变现聚焦有IP 优势及全产业链潜力的公司,...

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