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国务院法制办近期公布了《互联网+等信息网络传播视听节目管理办法(修订征求意见稿)》,向社会公开征求意见,其中对传媒行业进行了进一步规范。在准入门槛提高,政策红利推动之下,传媒主题迎来了爆发,相关基金收益增长。尽管牛市已经暂停了快速前进的步伐,但是对于市场来说,总不缺乏可以被关注的热点。其中,属于“互联网+”的内容之一,又在国企改革范围之列的传媒行业,预期估值提升。业内人士预计,从中长期来看,传媒主题基金可适当潜伏,未来投资机会可期。
The Legislative Affairs Office of the State Council recently promulgated the Measures for the Administration of Audiovisual Programs on Internet and Other Information Networks (Revised Draft for Comment), soliciting public opinions from the public, and further regulating the media industry. Under the threshold of accession promotion and policy dividend promotion, the theme of the media ushered in the outbreak and the income of the relevant funds increased. Although the bull market has suspended the rapid pace of progress, but for the market, there is always no lack of attention can be hot. Among them, one of the contents belonging to “Internet + ” is also expected to rise in value in the media industry that is within the scope of SOE reform. According to insiders, in the medium to long term, the theme fund of the media may be lurking properly and future investment opportunities can be expected.