No Data
Guosen: Media prosperity reversal expected in 2025, driven by new technology and M&A restructuring to boost valuation.
Looking ahead to 2025, the short-term media sentiment is at its lowest, but in the medium term, with the base effect, improvement in content supply, and changes in external macro expectations, the sentiment is expected to gradually reach the bottom and rise.
Guoyuan Securities: Bullish on the continued prosperity of AI applications, focusing on the valuation and performance improvement of the media sector.
Guoyuan Securities released a research report stating that they are bullish on the investment theme of AI, expecting model iterations and continuous prosperity on the application side in the second half of the year, which is likely to drive the valuation and performance improvement of the media sector.
Guosen Securities: Dou Bao AI video generation internal testing continues to be bullish on the media internet plus-related sector's upward opportunities.
DouBao AI video generation internal testing, with outstanding performance of AI search applications in October.
Major MSCI adjustment! Brokerage stocks are most favored, 20 companies are being removed.
Due to the expectations of potential bullish policies, capital is pouring into the cryptocurrency market. CoinShares Ltd. data shows that Bitcoin investment products received $1.27 billion USD (approximately RMB 9.2 billion) in inflows last week as the price of Bitcoin soared to its highest level in over a month.
msci chinese index adjustment announced! 4 new constituent stocks including Chuantou Energy (601136.SH)
On November 7th, the international index compilation company MSCI announced the index quarterly adjustment results for November 2024, which will take effect after the market closes on November 25, 2024.
China International Capital Corporation: The 2025 Spring Festival film market has started scheduling. Focus on high-quality content to bring about marginal repair elasticity.
Recently, the Spring Festival films for 2025 have started to schedule. "The Investiture of the Gods Part 2: The Fire of War in Western Qi" and "Boonie Bears: The Big Shrink" are both scheduled for January 29, 2025 (Chinese New Year's Day).
No Data
No Data