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Back中国A股影视院线板块周二表现亮眼
中国A股影视院线板块周二表现亮眼
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中国新闻网31 minutes agoBusiness2 min readChinaView translation

中国A股影视院线板块周二表现亮眼

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11月10日中国A股主要指数悉数上涨,成交额达1.5万亿元。影视院线板块表现亮眼,涨幅达7.05%。分析指出,AI技术在影视内容供给创新及成本控制方面的应用,提升了行业配置价值。

AI-generated summary

Why It Matters

A股影视板块近期估值处于历史较低水平。AI技术正被应用于短剧制作,显著降低了生产成本与周期。

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中新社北京11月10日电 (记者 陈康亮)中国A股10日(周二)放量上涨,主要股指悉数飘红,影视院线板块当天涨幅居前,表现亮眼。

根据金融数据服务商东方财富的统计,影视院线板块当天上涨7.05%。个股方面,华智数媒股价收获涨停板(涨幅约20%),华策影视、博纳影业、光线传媒、欢瑞世纪、北京文化股价均涨逾5%。

财信证券分析师何晨表示,近期,A股影视院线板块估值处于历史较低水平,配置价值逐步显现。人工智能(AI)技术发展给影视行业带来内容供给创新,同时推动制作成本下行,相关内容形态正向长剧、院线电影及互动影游延伸,AI影视行业有望向精品化生产及多元化商业变现发展,利好相关上市公司。

据QuestMobile机构监测,截至今年7月,AI短剧平台红果日活跃用户数为1.68亿,同比增长107%,超过爱奇艺、腾讯视频、优酷、芒果TV四家之和,人均单日使用超两小时。有业内人士称,AI把单部短剧的成本从约30万元人民币压到约5万元,周期压到7天至15天。

就当天A股主要指数的表现而言,截至收盘,上证指数报3663点,涨幅为0.08%;深证成指报11241点,涨幅为0.86%;创业板指报2494点,涨1.46%。沪深两市成交总额约15048亿元,较上一个交易日放量约222亿元。

Open Questions

  • AI短剧的长期商业变现能力如何?
  • 影视板块的上涨趋势能否持续?

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This article was originally published by 中国新闻网.

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