【招商证券：AI向应用及商业化落地延伸 传媒互联网配置价值凸显】招商证券发布研报称，AI由模型能力和资本投入逐步向应用及商业化落地延伸，营销、短剧、影像工具等领域已出现收入增长和效率提升的初步验证;游戏板块业绩表现突出，出海、端游复苏及新品周期共同驱动增长，头部公司同时具备较强现金流与分红能力;影视行业上半年整体承压，但暑期档优质内容供给改善带动票房边际修复;出版板块需求仍处弱复苏阶段，低估值、高股息品种配置价值仍较突出。
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