中金：近期影片密集定档建议关注暑期重点内容带动下票房弹性潜力

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智通财经APP获悉，中金发布研报称，随着近期影片密集定档，档期片单可见度日益提升。根据艺恩，2024年1~5月，已累计实现含服务费票房216.5亿元，同比2023年同期下降2.3%。建议关注暑期重点内容带动下票房弹性潜力。短期而言，暑期档档期容量和对全年票房贡献度较高，建议关注单片票房超预期带来的交易性机会。中长期而言，行业内容为王、品牌为王趋势不改，推荐万达电影(002739.SZ)、光线传媒(...

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中金：近期影片密集定档 建议关注暑期重点内容带动下票房弹性潜力

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中金：近期影片密集定档建议关注暑期重点内容带动下票房弹性潜力