业绩加速向上，估值、配置逐步修复。1）25年年初至今传媒（申万传媒指数）板块上涨24.36%，相对沪深300超额收益10.35%；产品周期推动的业绩周期上行的游戏板块个股涨幅领先；2）前三季度A股传媒板块上市公司共计实现营业收入3876亿元、归母净利润321亿元，同比分别增长5.41%、37.18%；营收相比上年同期小幅回暖向上、净利润显著改善；Q3传媒板块上市公司共计实现营业收入1327亿元、...
Source Link业绩加速向上，估值、配置逐步修复。1）25年年初至今传媒（申万传媒指数）板块上涨24.36%，相对沪深300超额收益10.35%；产品周期推动的业绩周期上行的游戏板块个股涨幅领先；2）前三季度A股传媒板块上市公司共计实现营业收入3876亿元、归母净利润321亿元，同比分别增长5.41%、37.18%；营收相比上年同期小幅回暖向上、净利润显著改善；Q3传媒板块上市公司共计实现营业收入1327亿元、...
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