The Zhitong Finance App learned that Guojin Securities announced the media Internet's 2025 investment strategy. Looking ahead to 2025, we are optimistic about the following four main lines: seize the opportunities of Internet leaders under the recovery of consumption; seize marginal opportunities in the content sector; the implementation of AI applications is expected to accelerate; and optimistic about the vast IP and derivatives market. Combining the four main investment lines, it is recommended to focus on: Meituan (03690.HK), Tencent Holdings (00700.HK), which has video dividends and benefits from consumer recovery; Perfect World (002624.SZ), Kaiying Network (002517.SZ), Wanda Film (002739.SZ), etc.; the AI sector, which is optimistic that AI applications/tools based on “Chat” or algorithms will be launched first; focus on IP holders and experienced production and operation targets.

The Zhitong Finance App learned that Guojin Securities announced the media Internet's 2025 investment strategy. Looking ahead to 2025, we are optimistic about the following four main lines: seize the opportunities of Internet leaders under the recovery of consumption; seize marginal opportunities in the content sector; the implementation of AI applications is expected to accelerate; and optimistic about the vast IP and derivatives market. Combining the four main investment lines, it is recommended to focus on: Meituan (03690.HK), Tencent Holdings (00700.HK), which has video dividends and benefits from consumer recovery; Perfect World (002624.SZ), Kaiying Network (002517.SZ), Wanda Film (002739.SZ), etc.; the AI sector, which is optimistic that AI applications/tools based on “Chat” or algorithms will be launched first; focus on IP holders and experienced production and operation targets.