传媒互联网周报:政策促优质文化消费 关注新游表现

中金公司
Sep 21, 2025

行业近况本周(9/14~9/20):A股申万传媒指数上涨0.92%/沪深300 下跌0.44%/上证指数下跌1.30%/创业板指上涨2.34%;海外恒生指数上涨0.59%/恒生科技指数涨5.09%/纳斯达克指数涨2.21%。评论周内板块保持上涨趋势,关注业绩确定性及政策催化的个股。本周传媒板块表现较强跑赢大盘,市场主要关注:1)游戏关注3Q25 业绩及明年产品有确定性的标的,亦有低估值标的补涨;2...

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