廣發證券:當下傳媒板塊的機會建議關注三個方向
廣發證券認為,當下傳媒板塊的機會仍然着眼於三點,建議關注景氣度提升方向(IP+遊戲)、先進科技發展方向(AI應用)、業績確定性方向(互聯網絕對龍頭和格局清晰的細分龍頭)。IP衍生品和整個遊戲板塊為當前我們可見的景氣度方向,遊戲暑期旺季保持景氣向上向趨勢;互聯網龍頭公司代表AI探索方向亦有極強的業務穩定性;AI應用方面具有較好的商業化進展;音樂流媒體則是當前看到的格局穩固方向。
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