【开源传媒互联网|周观点】沿景气趋势，坚定布局游戏、线下文体娱、AI应用

文娱透光镜2025-07-14

本报告摘自：《开源证券_行业周报_沿景气趋势，坚定布局游戏、线下文体娱、AI应用_传媒互联网团队_20250713》核心观点 ·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：7月10日，巨人网络《超自然行动组》迎来版本更新，上线新武器“长鞭”等，七麦数据显示近一周iPhone畅销榜排名稳居前30；另外，7月9日，心动公司旗下Taptap2025游戏发布会上首次发布...

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