传媒互联网周报:关注年末娱乐供需双升趋势

中金公司
Nov 09

行业动态行业近况本周(11/2~11/8):A股申万传媒指数上涨0.16%/沪深300 上涨0.82%/上证指数上涨1.08%/创业板指数涨0.65%;海外恒生指数涨1.29%/恒生科技指数降1.20%/纳斯达克指数降3.04%。评论周内板块行情平淡,港美股业绩期启动。本周传媒板块平淡,我们认为主要因:1)板块基本面热度季度环比减弱下,短期资金布局节奏稍有放缓;2)AI软硬件情绪回落影响。短期展望...

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