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传媒行业深度研究报告：预期和落地，全面看好AI应用端行情-20230624-华创证券

预期和落地，全面看好AI应用端行情随着AI应用从预期走向兑现，我们看好AI应用端的中长线行情。复盘13-15年移动互联网行情，应用端走过了“预期一兑现一拔估值”三波行情。其中第一波炒预期弹性最大，β最强。我们认为本轮AI应用端有两波行情即目前在演绎的“预期”行情和预计可能在明年演绎的“兑现”行情。而能否走出第三波行情，可能取决于传媒板块收并购是否能放开等其他因素

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