AI长剧带火影视板块,机构扎堆调研的绩优潜力股仅7只

智通财经
Sep 07
【AI长剧带火影视板块,机构扎堆调研的绩优潜力股仅7只】近期,A股市场影视板块表现活跃,多只AI影视概念股大幅上涨。消息面上,近日,博纳影业相关负责人表示,由博纳出品制作的东方超写实灵智共创长篇电影《三星堆:未来往事》即将登陆全国院线,这将是国内首部AI深度参与制作的院线超写实动画长片。此前8月31日,国内首部上星的AIGC长剧《后西游记》在芒果TV上线、20时登陆湖南卫视黄金档,该片全程无真人演员、无实景拍摄,画面与人物100%由AI生成。从调研情况来看,截至9月4日,共有近30只AI视频概念股今年以来获得机构调研,23只概念股获得10家及以上机构调研,凌云光、中文在线、三七互娱等6只概念股获得百余家机构调研。进一步来看,上述23只概念股中,机构一致预测2026年净利润增幅有望超过30%的个股仅有7只,包括盛天网络、凌云光、巨人网络等。

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