阅文集团(00772)今日在港股盘中大跌6.28%,引起了市场广泛关注。
从相关新闻来看,此前广电总局网络视听司、北京市广电局联合约见了"红果短剧"主要负责人,对其微短剧内容进行规范,要求相关平台自查自纠、整改不规范内容。这一政策动向或将对传媒互联网行业企业造成一定程度的影响。
作为内容和文娱平台的头部公司,阅文集团也将受到这一政策调整的影响。微短剧作为阅文集团内容业务的组成部分,或将面临一定监管压力。如进一步整改或内容调整,可能会对公司当前内容业务产生一些冲击。投资者可能担忧这一政策变化对阅文集团业务及前景的影响,从而引发股价下跌。
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