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华西证券-AGI(通用人工智能)行业专题之四：AI增收+业绩反转，推荐游戏、版权赛道-230418

AI 增收+业绩反转，推荐游戏、版权赛道 AGI（通用人工智能）专题之四复盘 2013-2015TMT 行情，第二波领跑标的均有强业绩支持我们认为当下和 2013 年存在相似之处：1）新一轮产业革命即将开始，供给端陆续回暖，公司业绩即将开启反转；2）应用层表现抢眼，传媒行业涨幅领先，游戏、数字媒体主题指数抢跑。回顾十年前移动互联网带动的 TMT 行情，涨幅领先的传媒企业本身有业绩兑现验证的支持

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