传媒行业周报：谷歌发布GEMINI 3 PRO IMAGE 阿里推出C端应用千问APP

国盛证券有限责...2025-11-24

行情概览：本周（11.17-11.21）传媒板块下跌1.39%。本周板块在市场影响下有所下跌。当前传媒板块继续看好游戏等基本面驱动板块，关注底部在新政策驱动下困境反转的影视剧板块，同时弹性方向看好AI 应用及IP 方向。AI 应用聚焦能实现数据兑现公司，同时需注意商业模式在大模型能力迭代下的壁垒，重点关注AI 陪伴、AI 教育及AI 玩具方向。IP 变现聚焦有IP 优势及全产业链潜力的公司，传统...

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