传媒互联网行业周报:持续推荐SLG游戏赛道 网易25Q2业绩稳定增长

招商证券股份有...
Aug 21

近期我们继续坚定推荐各个细分行业龙头公司,我们继续坚定看好【神州泰岳】【南方传媒】【分众传媒】【完美世界】【恺英网络】【巨人网络】【腾讯控股】【昆仑万维】【中国科传】【芒果超媒】【哔哩哔哩】【中文在线】等过去一周,传媒行业整体上涨约1.25%,在全部行业中排名第16 位;年初至今累计上涨22.99%,在所有板块中位列第7。近期市场情绪逐步进入牛市氛围,科技、医药、互联网金融及算力等板块表现活跃,...

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