传媒行业周报：继续布局游戏、AI虚拟社交及线下文娱IP消费行业周报

开源证券2025-07-07

（以下内容从开源证券《传媒行业周报：继续布局游戏、AI虚拟社交及线下文娱IP消费行业周报》研报附件原文摘录）游戏玩法创新或不断拓增量，暑期电影/演唱会/漫展等线下文娱或继续升温（1）游戏：作为能提供新奇、成就、解压、认同、社交等情绪需求的重要载体，游戏或持续受益于年轻用户情绪消费刚需，2024年及2025年上半年月均发放游戏版号数量分别达到118/135款，供需共振下，行业有望进入景气周期加速阶段...

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