渤海證券:建議關注傳媒板塊行業細分龍頭
渤海證券建議關注傳媒板塊細分行業龍頭估值中樞的改善機會。建議關注5大主線:一是體育板塊,9月3日國務院辦公廳發佈《體育強國建設綱要》和10月份在武漢召開的第七屆世界軍人運動會將為體育產業帶來機會;二是遊戲行業的一二線龍頭公司,龍頭公司的競爭優勢持續顯現,此外雲遊戲的持續落地也將進一步提升行業天花板;三是業績增長穩健、紙張成本下滑利好業績提升的出版類龍頭個股;四是行業細分龍頭,5G的逐步落地將帶動OTT和新媒體等領域迎來新一輪發展;五是基本面進入底部反轉區間的電視劇行業,行業內龍頭的競爭優勢進一步強化。推薦中國出版、中南傳媒、中國電影、中體產業、芒果超媒等標的。
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