可编辑培训课件-传媒行业市场前景及投资研究报告：AVP热门应用，MR应用场景，OpenAI发布Sora模型.pptx

/CONTENTS010203040506073

4

01??家中享受最佳观赏位置观看沉浸式娱乐内容无边画幅办公全新方式享受游戏探索新地点?有趣的学习新方式创造音乐新体验??全新的探索、视觉化、购物保持当下（专注）5

01????6

7

02???8

02Microsoft365Numerics?????9

02Microsoft365Numerics?10

02??11

12

03MR?13

03??14

03??15

16

04?17

04?18

04?19

04??20

21

05??22

05??23

05??24

25

06J.CrewVirtualCloset??26

06ZillowImmerse/Lowe’sStyleStudio?27

06ZillowImmerse/Lowe’sStyleStudio?28

06LungySpace/Mindfulness:??29

30

0731

07表1:相关公司盈利预测与估值表（数据截至2024年2月8日收盘）股价（元）11.0213.4915.366.59市值EPSPE行业证券代码公司简称评级（亿元）2022A2023E2024E2022A23.9632.9015.21-6.052023E2024E002517.SZ恺英网络300031.SZ宝通科技603258.SH电魂网络300081.SZ恒信东方300299.SZ富春股份601595.SH上海电影300364.SZ中文在线300133.SZ华策影视237.2155.6537.6039.8626.8292.73140.7392.0169.2327.0021.9920.4949.9088.3077.6663.7326.180.460.411.01-1.090.06-0.36-0.110.200.100.370.380.610.300.480.330.071.540.750.811.15-0.971.181.55-14.6916.6513.36-11.3611.439.91-增持-游戏--3.88--64.67-57.47---20.6919.284.840.310.170.260.56-0.630.250.320.72-66.7432.84增持IP内容-175.27113.4177.12-----------24.20116.4066.3547.6632.08121.2739.6947.7663.7110.7518.6220.79-15.1316.17-603466.SH风语筑11.6424.5518.1119.5736.3819.0515.764SZ因赛集团300556.SZ丝路视觉301313.SZ凡拓数创300860.SZ锋尚文化工具0.300.132.500.470.54-0.580.603.500.650.74-60.3731.22150.5432.6214.5540.5329.19-10.3929.3121.30-688400.SH凌云光300036.SZ超图软件300079.SZ数码视讯301302.SZ华如科技内容开发16.551.021.3516.2312.26数据：Wind、证券研究（注：恺英网络、上海电影预测数据来自预测，其余来自wind一致预期）32

0733