传媒互联网周报:英伟达投资XAI AI 政务迎来政策利好

国信证券
Oct 13, 2025

传媒板块本周表现:行业下跌3.58%,跑输沪深300,跑赢创业板指。本周(10.9-10.10)传媒行业下跌3.58%,跑输沪深300(-0.51%),跑赢创业板指(-3.86%)。其中涨幅靠前的分别为视觉中国、遥望科技、ST 大晟、ST华闻等,跌幅靠前的分别为果麦文化、横店影视、华策影视、博纳影业等。横向比较来看,本周传媒板块在所有板块中涨跌幅排名第29 位。重点关注:英伟达20 亿美元投资...

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