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2023年传媒互联网行业策略：把握政策改善、疫后复苏及创新成长三条投资主线-20221231-东吴证券-79页
◼ 前期由于疫情反复及政策监管等多重因素，传媒互联网板块股价有所调整，展望2023年，我们认为有三个维度的投资机会： ◼ 1、供给修复：前期供给受限的游戏行业，政策边际放松趋势下大概率将迎来一轮新产品周期。 2022Q2/Q3，手游市场规模连续同比下滑，主要原因在于2021年8月-2022年3月为推进未成年人防沉迷监管导致的供给受限，同时行业精品化趋势下，厂商研发周期相较此前更长。11月以来，政策
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