On December 15, the Shanghai Composite Index fell 056%, the Shenzhen Component Index fell 035%, the GEM index fell 065%。On the disk, the cultural media industry sector rose 163%;*In terms of the daily limit, Insai Group, Aofei Entertainment, etc., Blue Cursor, Century Tianhong, etc., all have different degrees**.
Looking back on the ** of the media Internet sector from October 2022 to the present, the media sector has experienced the recovery of policies at the end of 22, and chatgpt4 in the first half of 230 opened AI main line**, to the depth of 23Q3**, since Q4, "It's over!I was surrounded by beauties" drove the popularity of short dramas to spread, the plate opened a new round of upward period, superimposed AI technology continued to be renewed, and the industry's prosperity continued to rise. Minsheng ** It is recommended to always maintain a new starting point perspective, observe the innovation of technology, the innovation of content and the transformation of channels, 1) in the early stage of application development, focus on user ecology and possible business models, and weaken the consideration of the existing profit scale;2) Don't ignore the accelerating effect of a single high-quality product on the industry, and pay attention to the demonstration effect of high-quality content. Minsheng** recommends the layout of innovative applications and new channels along the path of new technologies such as AI and MR. It believes that AI technology innovation continues to develop and evolve in the industry, and it is recommended to pay attention to the progress of high-quality applications in advance, and observe the real feedback of B-end and C-end users, as well as the extension of business models. At the same time, we are optimistic about the launch of subversive terminals such as Meta's Quest series and Apple's MR device VisionPro, which will promote the construction of new scenarios.
Article**: Oriental Wealth Research Center).