上周传媒(申万)指数整体下跌1.36%,同期沪深300 指数整体下跌1.08%,板块跑输沪深300 指数0.28%,位列所有板块第25 位。我们认为当下传媒板块需要锐度和配置并重;看好今年成为中国开源大模型的爆发及应用格局重塑之年。第一步为公有云价值重塑+产业重回增长(阿里云+腾讯云,以及产业链相关公司)。第二步为有平台有用户有场景,但缺少大模型能力赋能或此前没有下定决心的公司(如B 端SAAS ...
Source Link上周传媒(申万)指数整体下跌1.36%,同期沪深300 指数整体下跌1.08%,板块跑输沪深300 指数0.28%,位列所有板块第25 位。我们认为当下传媒板块需要锐度和配置并重;看好今年成为中国开源大模型的爆发及应用格局重塑之年。第一步为公有云价值重塑+产业重回增长(阿里云+腾讯云,以及产业链相关公司)。第二步为有平台有用户有场景,但缺少大模型能力赋能或此前没有下定决心的公司(如B 端SAAS ...
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