华创传媒:聚焦AI产业变化和游戏反弹 建议关注腾讯控股等标的

传媒欣声
21 Jul

市场观点上周传媒(申万)指数整体下跌2.24%,同期沪深300指数整体上涨1.09%,板块跑输沪深300指数3.33%,位列所有板块第31位。我们认为当下传媒板块明线为AI应用起势,暗线为哪咤带来的文化自信,需要锐度和配置并重;2023年是闭源通用大模型的爆发之年,看好今年成为中国开源大模型的爆发及应用格局重塑之年。第一步为公有云价值重塑+产业重回增长(阿里云+腾讯云,以及产业链相关公司)。第二步...

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