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Beijing Enlight Media (300251.SZ): The current impact of derivative business on the company's performance is relatively small.
According to the investor interaction platform on December 4, beijing enlight media (300251.SZ) stated that the company has a wealth of diverse IP resources, possesses advantages in derivative product development, and has previously developed various derivative products such as trendy toys, collectible cards, badges, model figures, daily necessities, books and picture albums, and vinyl records in some past projects. Currently, the company's IP derivative business is progressing normally, and popular culture is also an important reference factor for the company in developing derivative products. More derivative products will be launched in a timely manner in the future based on project and cooperation situations, so please stay tuned. The derivative business currently impacts the company's performance.
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.
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