A recreational vehicle, often abbreviated as RV, is a motor vehicle or a towable unit that is designed as temporary living quarters for traveling, recreation, camping, and seasonal use. RVs are available with motor power is known as motorhomes and as trailer units that can be mounted or towed by other vehicles. Various types of towable RVs available include travel trailers, folding camping trailers, fifth wheels, and sports utility trailers. The retail price of an RV may range from $5,000 for towable units, such as folding trailers, to $500,000 for motorhomes. There is a wide variety of RV models available in the market, which is appealing to a wide range of consumer preferences and income levels.

大用户级别互联网产品在20 年板块格外显眼，均出现用户高速增长。且平台流量达到一定量级后，商业价值会呈指数型增长，并形成更强规模效应和竞争壁垒，我们2021 年主线在于寻找大用户级别、大产品平台持续正循环态势。按用户时长占比及增速和对应行业龙头产品增速两大维度，筛选出四大板块主线，UGC(部分PGC)、线上消费平台、教育、游戏。

从当下看明年H1 投资机会，关注全球资金对中国科技成长的加配趋势，关注5G 时代流量与应用新变化，关注政策自上而下对行业的规范和指引，关注基于Z 世代青年的社群特征和文娱消费偏好。2021 年投资策略主线在游戏、视频流媒体、楼宇广告、内容电商等方面，把握龙头布局低估值。

上周沪深300 指数上涨2.26%，传媒板块上涨0.27%，跑输沪深300指数1.99 个百分点。游戏板块下跌2.17%，跑输沪深300 指数4.43 个百分点，跑输传媒板块2.44 个百分点。个股方面，上周涨幅较大的有中文在线（+6.81%）、恺英网络（+5.92%）；上周跌幅较大的有游族网络（-11.80%）、奥飞娱乐（-11.08%）