高盛：农历新年内地消费显示线下业态分化电影票房下滑40%

智通财经02-26

智通财经APP获悉，高盛发布研报称，春节线下娱乐呈现分化趋势，优质的现场内容供应才是娱乐消费的核心驱动力。今年春节，旅游消费同比增长19%，而电影票房表现平淡，仅达57亿元人民币，同比下滑40%，回归疫情前水平。此现象由于今年缺乏优质作品，相较于2025年春节档期票房48亿元人民币的《哪咤2》。在个股层面，随着近期股价因人工智能颠覆性影响及竞争忧虑而修正，该行观察到部分企业当前股价已逼近其五年...

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高盛：农历新年内地消费显示线下业态分化 电影票房下滑40%

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高盛：农历新年内地消费显示线下业态分化电影票房下滑40%