传媒行业周报:OPENAI发布新模型GPT-5.1 苹果推出APP STORE小程序合作伙伴计划

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行情概览:本周(11.10-11.14)传媒板块下跌1.44%。本周板块受科技行业回调影响有所下跌。当前传媒板块继续看好游戏等基本面驱动板块,关注底部在新政策驱动下困境反转的影视剧板块,同时弹性方向看好AI 应用及IP 方向。AI 应用聚焦能实现数据兑现公司,同时需注意商业模式在大模型能力迭代下的壁垒,重点关注AI 陪伴、AI 教育及AI 玩具方向。IP 变现聚焦有IP 优势及全产业链潜力的公司,...

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