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港股異動丨貓眼娛樂連漲三日 影視傳媒行業將迎新成長週期
格隆匯 12-11 10:17
格隆匯12月11日丨貓眼娛樂(1896.HK)漲4.46%,有望實現連續第三日上漲,報12.66港元,成交699萬港元,總市值143億港元。據電影專資辦數據顯示,截至12月6日晚間,2019年中國內地電影總票房已達600億元(包含服務費),相對於2018年破600億元的時間提前了24天。2020年春節檔影片也堪稱“史上最強”,無論《唐人街探案3》《中國女排》,還是《緊急救援》《囧媽》,在IP、陣容、宣發的全方位護航下,各方均有衝擊票房冠軍的實力。此外,《姜子牙》《急先鋒》《熊出沒7》等,同樣也不可小覷。展望2020年,國信證券認為傳媒行業將迎接新成長週期。首先是政策風險不確定性降低,隨着資本市場監管政策逐步鬆綁,資本手段有望逐步改善。同時,終端長期需求依然旺盛、內容端競爭格局改善,產業鏈有望迎來價值鏈的重新分配。隨着5G快速落地、雲計算、AI、AR/VR等新興技術逐步成熟,中長期驅動行業迎來版塊性機會
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