【行业研究报告】文化传媒-传媒互联网行业周报:大厂角逐AI流量入口,境内资产境外代币化监管指引发布

类型: 行业周报

机构: 国金证券

发表时间: 2026-02-08 00:00:00

更新时间: 2026-02-08 19:14:20

一、行业情况跟踪...............................................................................3
一、行业情况跟踪...............................................................................3
1.1、消费&互联网...........................................................................3
1.1.1、消费&连锁咖啡茶饮...................................................................3
1.1.2、电商&互联网.........................................................................3
1.2、平台&科技.............................................................................4
1.2.1、流媒体平台..........................................................................4
1.2.2、虚拟资产&资产交易平台...............................................................5
1.2.3、车后连锁............................................................................6
1.2.4、O2O.................................................................................7
1.2.5、AI&云...............................................................................8
二、风险提示...................................................................................9
图表目录
图表1:相关行业指数表现(2.2-2.6)...........................................................3
图表2:重点个股涨跌幅(2.2-2.6).............................................................3
图表3:相关行业指数表现(2.2-2.6)...........................................................4
图表4:重点个股涨跌幅(2.2-2.6).............................................................4
图表5:相关行业指数表现(2.2-2.6)...........................................................4
图表6:重点个股涨跌幅(2.2-2.6).............................................................4
图表7:全球加密货币市值表现(2.2-2.6).......................................................5
图表8:比特币和以太坊价格(2.2-2.6).........................................................5
图表9:重点个股涨跌幅(2.2-2.6).............................................................5
图表10:相关行业指数表现(2.2-2.6)..........................................................6
图表11:重点个股涨跌幅(2.2-2.6)............................................................6
图表12:相关行业指数表现(2.2-2.6)..........................................................8
图表13:重点个股涨跌幅(2.2-2.6)............................................................8
图表14:相关行业指数表现(2.2-2.6)..........................................................9
图表15:重点个股涨跌幅(2.2-2.6)............................................................9