开源证券：看好内容出海市场规模加速扩大，推荐腾讯控股、网易等股

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开源证券发布研报称，中华文化为出海内容企业提供丰富“原料”，随文化交流加深，国内企业或掌握更易于海外理解的内容呈现形式;叠加激励政策持续出台，以及AI技术发展扩大优质内容供给，看好内容出海市场规模加速扩大。该行看好中国游戏厂商强劲竞争力推动出海游戏收入规模持续扩大。短剧优质出海内容涌现或带动市场扩容，看好短剧分发平台、AIGC工具厂商及成熟IP方。开源证券主要观点如下：政策加码、AI赋能，内容出海...

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