传媒互联网行业3Q25业绩前瞻:游戏板块或表现强劲 关注质优标的估值修复

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业绩预览我们预测重点公司3Q25 业绩表现或分化3Q25 传媒行业进入暑期文娱消费旺盛期,广电总局视听新政与国务院“人工智能+”等政策利好频出,驱动行业景气度向上;业绩层面,游戏板块或表现亮眼,其他板块受多重因素影响,或有分化。进入4Q25,宏观市场呈现一定波动,我们认为,年内盈利潜力/确定性较强个股/赛道,与新增长曲线逐步跑出/基本盘相对稳定的标的或更受青睐,建议聚焦质优标的估值修复潜力,板块...

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