开源证券:看好内容出海市场规模加速扩大,推荐腾讯控股、网易等股

智通财经网
Mar 04

开源证券发布研报称,中华文化为出海内容企业提供丰富“原料”,随文化交流加深,国内企业或掌握更易于海外理解的内容呈现形式;叠加激励政策持续出台,以及AI技术发展扩大优质内容供给,看好内容出海市场规模加速扩大。该行看好中国游戏厂商强劲竞争力推动出海游戏收入规模持续扩大。短剧优质出海内容涌现或带动市场扩容,看好短剧分发平台、AIGC工具厂商及成熟IP方。开源证券主要观点如下:政策加码、AI赋能,内容出海...

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