传媒行业周报：谷歌发布GEMINI2.5PRO模型 CURSOR1.0正式发布

国盛证券有限责...2025-06-08

行情概览：本周（6.3-6.6）中信一级传媒板块上涨2.52%。本周传媒板块在游戏板块及AI 主题带动下上涨。2025 年传媒弹性方向看好AI 应用、IP 变现及并购重组，AI 应用聚焦新应用的映射投资及部分较成熟应用的数据跟踪，重点关注多模态产业方向。IP 变现聚焦有IP 优势及全产业链潜力的公司，潮流玩具、影视内容等方向有机会。并购重组重点关注国企方向，在国资委明确国企市值考核的背景下，传媒...

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