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传媒互联网行业2023年中期策略：复苏之风起，AI赋能迎变而上-20230710-银河证券

⚫ 投资概要：在产业软硬件协同发展格局初步形成的大背景下，我们认为 AIGC 产业崛起之势明显，当前仍处于 AI+时代产业发展早期，当前节点回调不改长期向好趋势。下半年中，我们认为 AI 对传媒板块赋能效果将持续，目前行业业绩端动能尚未充分释放，我们坚定看好大产业趋势下的优质公司长期增长潜力。我们认为游戏、营销、影视行业将率先验证 AI 降本增效，提高付费意愿上限的逻辑。 ⚫ 游戏：AI赋能，新产

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