传媒互联网产业行业周报:稳定币法案落地后的新增投资路径

国金证券
20 Jul

本周观点稳定币法案落地后的新增投资路径:教育:K12 教培机构供给逐步增加,竞争边际有所加剧,景气略有承压。AI 教育方面,近日粉笔升级AI 刷题班产品,作业帮推出学习机新品并上线AI 超级老师。Menlo Ventures 发布报告显示全球消费级AI 市场已达120亿美元,用户超过18 亿,但付费用户目前仅占3%,认为营收潜力尚未被充分挖掘。奢侈品:宏观经济影响奢侈品销售,景气略有承压。近日历峰...

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