数据月报:8月业绩落地 游戏赛道景气 关注文娱需求延续性

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行业近况2025 年8 月申万传媒指数上涨10.7%,上证综指上涨7.97%,其中,数字媒体(+6.05%)/广告营销(+6.18%)/ 网络游戏(+18.29%)/影视院线(+0.79%)/出版(+4.46%)/电视广播(+15.18%);恒生指数上涨1.23%,恒生科技指数上涨4.06%,纳斯达克综合指数上涨1.58%。评论2025 年核心逻辑:在监管环境及制作常态化趋势下,行业重拾高质量增长...

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