传媒行业周报:《逃离鸭科夫》销量破200万 AI漫剧持续火爆

国元证券
Nov 04, 2025

报告要点市场表现周度涨跌情况(2025.10.25-2025.10.31,下同):传媒行业(申万)下跌0.06%,排名行业第21 名。蓝色光标、粤传媒、福石控股、欢瑞世纪和昆仑万维表现较优,恒生科技成分股中传媒行业中阅文集团(周涨幅6.75%)、哔哩哔哩-W(周涨幅2.11%)表现较好。行业重点数据及动态更新AI 应用:最近一周(10.24-10.30)Deepseek/豆包/夸克/腾讯元宝七麦...

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