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Huaxi Securities: Currently, AI applications are developing rapidly, combined with a rebound in entertainment consumption
Huaxi Securities research report states that AI application development is rapidly advancing, combined with a rebound in entertainment consumption, and recommends paying attention to the following investment opportunities: 1. Leading Hong Kong-listed internet companies: promoting consumption and stabilizing employment, highlighting social value; 2. Gaming industry: policy incentives boost domestic demand, technological empowerment enhances product competitiveness, and overseas expansion offers broad growth potential; 3. Film and cultural tourism industry: consumption policies promote theater chain recovery, stimulating the release of improved consumption demand.