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2023下半年互联网传媒行业投资策略：复苏已至，AIGC将来-20230702-申万宏源-52页
SW传媒2023年是戴维斯双击的一年：政策（游戏视频影视等内容监管）边际宽松内容产业走出低谷期、疫情后线下广告和娱乐产业复苏，叠加AIGC全球科技创新红利提振估值。23Q1收入和利润增速已经企稳，预计后续复苏趋势将更加明显。另一方面，AIGC算力等基础设施成熟并最先兑现业绩，模型层以MaaS（Model-as-service）变现，应用层针对细分领域需求提供产品或服务。目前AIGC应用多集中在内容
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