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Research report
中信证券-传媒互联网行业前沿科技专题系列报告4：AIGC如何赋能文娱行业-230220
我们认为游戏、内容、文旅等文娱板块将是有望率先实现AIGC落地的行业之一，同时AIGC赋能文娱行业的核心在于提高内容的生产效率+生产出更优质的内容，实现降本+增收，有望推动游戏、内容、文旅等文娱行业进一步发展。因此我们建议重点关注核心业务稳健的文娱公司，包括游戏行业的腾讯控股、网易、心动公司、三七互娱、完美世界、吉比特、昆仑万维、恺英网络、中手游等；内容行业的快手-W、阅文集团、哔哩哔哩、爱奇艺等
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