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传媒行业三季报总结与展望：AI落地加快，供给有增量，坚定看反弹-20231105-中信建投

我们坚定看好三季报后，传媒板块的反弹机会。  从产业趋势来看：1）AI应用出圈频率加快：9月ChatGPT多模态、AI教育数据佳；10月AI视频“郭德纲说英语”出圈；11月电商AI功能亮相，AI正多点开花，特别关注11/6 OpenAI首次开发者大会（API成本降&多模态提升）；2）MR：年底苹果Vision Pro正式发售，产品力强有望迎MR“iPhone时刻”，Meta Quest 3部分地

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