传媒互联网周报:8月游戏版号下发 A股中报业绩收官

中金公司
Aug 31, 2025

行业近况本周(8/25~8/30):A股申万传媒指数上涨1.05%/沪深300 上涨2.71%/上证指数上涨0.84%/创业板指上涨7.74%;海外市场恒生指数下跌1.03%/恒生科技指数上涨0.47%/纳斯达克指数下跌0.19%。评论周内板块小幅上涨,游戏板块表现突出。本周,国务院发布《国务院关于深入实施“人工智能+”行动的意见》及8 月游戏版号下发,结合中报业绩表现,本周游戏板块涨幅居前。本周...

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