On May 15, the media sector continued to adjust. As of press time, Worth Buy has fallen by more than 10%, Chinese Online has fallen by more than 9%, and many stocks such as Palm Reading Technology, Xinhuanet, and Xuanya International are in the green.
Casin Securities said that with the disclosure of the performance report, the A-share market will focus more on the main line of performance from May to September. In terms of sentiment, the artificial intelligence sector has experienced a sharp divergence. The electronics and computer sectors have fluctuated and fallen for one month, and the communication sector has also fluctuated and fallen for two weeks. The artificial intelligence sector is highly differentiated, indicating that the short-term rise of AI is coming to an end. and more difficult.
Industrial Securities is optimistic about the media sector, and believes that the era of AI applications has begun, and the media will take over and become the main position of the GPT sector. Since Q2, multiple catalysts and landings at the application level have continued to appear, and the media industry, as the main application position with both dividends, will benefit significantly. At the same time, the current valuation and fund holdings of the media sector are still below the central level since 2016, and the bargaining chips are very limited. Currently, it still has significant investment performance in the growth track. As the main battlefield of AI applications with both dividends and cost-effectiveness, the media sector has huge room for growth this year, and media investment opportunities will run throughout the year.