GF Securities: Currently, there are opportunities in the media zone; it is recommended to follow three aspects.

On July 14, Jin10 reported that GF Securities believes that the current opportunities in the media zone still focus on three points: recommending to follow the direction of improving prosperity (IP + games), the direction of advanced technology development (AI applications), and the direction of performance certainty (absolute leaders in the internet and clearly defined segment leaders). IP derivation and the entire game zone are the current visible prosperity directions, with the game summer peak season maintaining an upward trend; internet leader companies represent a strong business stability in AI exploration; AI applications have shown good commercialization progress; and music streaming is a currently observed direction with a solid structure.