【市场观点】上周传媒（申万）指数整体下跌2.02%，同期沪深300 指数整体下跌1.13%，板块跑输沪深300 指数0.89%，位列所有板块第14 位。我们认为当前传媒板块可以分为两个方向寻找机会，第一类为本身增速正在修复或有修复预期的顺周期方向，如游戏、广告、影视。第二类为潜在高景气的产业或科技方向，如IP 与AI。港股方面，上周恒生科技指数下跌3.23%。我们认为随着基本面回暖、现金流改善、...
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