传媒行业周观察：迪士尼携手OPENAI开启AI+IP新范式；游戏、影视提示布局机会

华创证券12-15 00:00

【市场观点】上周传媒（申万）指数整体上涨0.26%，同期沪深300 指数整体下跌0.08%，板块跑赢沪深300 指数0.33%，位列所有板块第8 位。我们认为当下传媒板块需要锐度和配置并重；看好今年成为中国开源大模型的爆发及应用格局重塑之年。第一步为公有云价值重塑+产业重回增长（阿里云+腾讯云，以及产业链相关公司）。第二步为有平台有用户有场景，但缺少大模型能力赋能或此前没有下定决心的公司（如B 端...

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