银河证券传媒互联网2026年度策略：业绩驱动+AI赋能仍是行业增长核心驱动力

Core Insights - The core driving forces for growth in the media and internet industry are performance-driven factors and AI empowerment [1] Group 1: Investment Recommendations - Companies with increasing AI investments and multiple long-term benefits in the Hong Kong internet core assets should be closely monitored [1] - AI applications and related sub-sectors that are deepening AI empowerment are recommended for attention [1] - The content sector, characterized by high-quality content production and a high degree of performance release certainty, is also highlighted as a focus area [1]