东方财富证券：云计算市场快速发展腾讯混元等均保持技术迭代

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东方财富证券发布研报称，看好互联网科技龙头快速发展，看好传媒板块受政策边际向好驱动的影视公司以及有丰富储备的游戏公司。互联网板块有望在AI浪潮中持续受到资金青睐。传媒分板块来看：1)游戏板块建议关注后续产品储备丰富的公司;2)影视板块建议关注直接受益于政策驱动和AI的相关公司;3)广告营销板块建议关注互动新场景以及程序化广告布局的公司。东方财富证券主要观点如下：传媒行业跑赢大盘，优质科技公司持续...

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东方财富证券：云计算市场快速发展 腾讯混元等均保持技术迭代

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东方财富证券：云计算市场快速发展腾讯混元等均保持技术迭代