每經AI快訊，廣發證券研報表(biao)示(shi)看(kan)好(hao)傳(chuan)媒互聯網板(ban)塊2024年投(tou)資機(ji)會(hui)(hui)，重(zhong)(zhong)(zhong)(zhong)點關(guan)注(zhu)“高(gao)質(zhi)(zhi)量(liang)發展”“結(jie)(jie)(jie)構性(xing)機(ji)會(hui)(hui)”“AI”“數據(ju)要素”。（1）高(gao)質(zhi)(zhi)量(liang)發展：重(zhong)(zhong)(zhong)(zhong)點關(guan)注(zhu)互聯網公(gong)司經營提效帶動的經營杠桿釋放，當(dang)前板(ban)塊估值具(ju)有(you)較高(gao)吸引力(li)，建議積極(ji)配置優質(zhi)(zhi)頭部互聯網公(gong)司和垂(chui)類細(xi)分特質(zhi)(zhi)公(gong)司。（2）結(jie)(jie)(jie)構性(xing)機(ji)會(hui)(hui)：流(liu)量(liang)存(cun)量(liang)市場下關(guan)注(zhu)渠道端(duan)(duan)以及內容(rong)(rong)端(duan)(duan)結(jie)(jie)(jie)構性(xing)機(ji)會(hui)(hui)，渠道端(duan)(duan)關(guan)注(zhu)小程序流(liu)量(liang)紅利以及出海機(ji)遇（重(zhong)(zhong)(zhong)(zhong)點關(guan)注(zhu)游戲(xi)、營銷以及影視等(deng)板(ban)塊機(ji)會(hui)(hui)），內容(rong)(rong)端(duan)(duan)關(guan)注(zhu)微短劇、真人互動影視以及VR/MR等(deng)內容(rong)(rong)發展。（3）AI：有(you)望進入(ru)“產品落地(di)以及收入(ru)業(ye)績兌現”階段，重(zhong)(zhong)(zhong)(zhong)點關(guan)注(zhu)有(you)相(xiang)關(guan)產品落地(di)節奏(zou)以及商(shang)業(ye)化(hua)表(biao)現。（4）數據(ju)要素：利好(hao)政策落地(di)是關(guan)鍵因子(zi)，產業(ye)政策有(you)望漸次落地(di)。