传媒行业周报:看AI赋能国企文化传媒新叙事与应用新期待

华鑫证券
Nov 02

本周观点更新从行业属性看,传媒板块兼具科技应用与可选消费双属性,从提估值的角度看,“预期”因子占比相对较高;2025 第三季度业绩收官,EPS 端提升带动的交易落地,进入PE 端驱动的阶段,当下处于十四五收官十五五启幕新阶段,自上而下的政策推动国企改革新预期,新技术、新商业模式带来的业务重构的新产业预期,均对PE 端拉动均较大,从AI 赋能应用以及优质内容借力AI 焕新,螺旋向上的趋势不改,对AI...

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