华创证券:看好暑期游戏、影视行业景气度 建议关注腾讯控股等公司

华创证券
Aug 11

上周传媒(申万)指数整体上涨2.30%,同期沪深300 指数整体上涨1.23%,板块跑赢沪深300 指数1.07%,位列所有板块第15 位。我们认为当下传媒板块明线为AI 应用起势,暗线为内容输出带来的文化自信,需要锐度和配置并重;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)。第二步为有平台有用户有场景,但缺少大模型...

Source Link

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