近五个交易日沪深300 指数下跌1.23%，文化传媒行业上涨2.04%，行业跑赢市场0.81 个百分点，位列中信29 个一级行业第三位；子行业中影视动漫上涨1.23%，平面媒体上涨0.03%，有线运营下跌0.88%，营销服务上涨1.83%，网络服务上涨0.64%，体育健身上涨0.12%。

1.行业动态&公司新闻 .................................................................................................................................................... 4

1.1 TVB 与优酷达成战略合作，协同发力内地市场 ............................................................................................ 4

1.2 抖音奇妙好物节联合苏宁“超级买手”直播带货，成交额超6 亿 ................................................................. 4

1.3 雷军首次直播带货2.1 亿元，创抖音新记录 .................................................................................................. 4

1.4 虎牙直播获得2020 年英雄联盟全球总决赛全程直播授权 ........................................................................... 4

1.5 抖音与淘宝签订新一轮年框合作 ..................................................................................................................... 5

2.A 股上市公司重要公告 ................................................................................................................................................ 6

3.本周市场表现回顾 ....................................................................................................................................................... 7

4.投资建议 ....................................................................................................................................................................... 8

5.风险提示 ....................................................................................................................................................................... 8