本文字数：1631，阅读时长大约3分钟 作者 | 第一财经 刘晓洁 2月3日，一则"小作文"搅动游戏互联网圈。上午游戏股盘中持续下跌，港股游戏龙头腾讯（00700.HK）一度跌超6%，网易（09999.HK）跌超3%，A 股游戏龙头世纪华通（002602.SZ）一度跌超9%，恺英网络、巨人网络、三七互娱、吉比特等纷纷跟跌。 2026.02. 03 有行业人士发文分析目前这属于"谣传和过度推演"。若真要推动一项覆盖全国、影响广泛的税制或行业性调整，至少需要一整套制度性前提同步成立， 财政部门、税务系统、行业主管部门等每个环节都要行动起来，做好前期工作。要经历内部论证、征求意见、政策预期管理等多个环节，这些步骤，一 个都不可能"跳过"。 对于今日的震荡，光大证券也发布研报表示，税率调整传言在税种、法律及政策逻辑上均站不住脚，可信度极低，投资者无需过度解读。 截至收盘，A股游戏股集体反弹，走出"深V线"，世纪华通、吉比特涨幅均超2%，今日游戏指数（BK1406）涨超3.4%，成分股一片飘红，其中顺网科 技大涨13.8%，迅游科技、浙数文化、掌趣科技、完美世界等涨幅5%以上。 | 顺网科技 | 27.88 | 13. ...

行业普遍认为传言可信度较低。 2月3日，一则"小作文"搅动游戏互联网圈。上午游戏股盘中持续下跌，港股游戏龙头腾讯（00700.HK）一度跌超6%，网易（09999.HK）跌超3%，A股游戏 龙头世纪华通（002602.SZ）一度跌超9%，恺英网络、巨人网络、三七互娱、吉比特等纷纷跟跌。 截至收盘，A股游戏股集体反弹，走出"深V线"，世纪华通、吉比特涨幅均超2%，今日游戏指数（BK1406）涨超3.4%，成分股一片飘红，其中顺网科技大 涨13.8%，迅游科技、浙数文化、掌趣科技、完美世界等涨幅5%以上。 光大证券认为传言存在税种混淆的常识性错误。白酒32%是消费税，而游戏内购、广告服务适用的是增值税，两者税种、征税逻辑、法律依据完全不同，不 存在"靠拢"可能。现行税率：金融业、游戏、广告等均属于增值税"现代服务"下的细分项目，法定税率即为6%，这与税率为9%的基础电信、建筑等行业有 明确区分，无政策依据将其归入更高档位。 其次，税率存在法律刚性约束，调整并非易事。自2026年1月1日起施行的《中华人民共和国增值税法》明确规定了三档税率：13%、9%、6%。金融服务、 现代服务适用6%税率。近期财政部、税务总局2 ...

炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ 记者|吴立洋 编辑|高梦阳 2月3日，市场有传言称金融业及互联网增值服务（如游戏内购、广告）因利润率高、税负轻，可能成为 下一个税率调整目标，并类比白酒税率，该消息引发腾讯等互联网公司股价集体下挫。 2月3日，A股游戏板块一度集体跳水，世纪华通（维权）股价跌幅超过9%，恺英网络、巨人网络、三 七互娱（维权）、吉比特等主要游戏股同步跟跌。截至发稿，游戏股集体反弹，顺网科技大涨 14.65%，迅游科技、浙数文化、完美世界等涨幅5%以上。 | < ロ | 网络游戏指数(884080) | | | --- | --- | --- | | | 8402.79 231.78 2.84% | 7 | | | . | | | 资料 成分 | | 资讯 相关基金 月度收益 | | 名称 | 现价 | 涨跌幅▼ | | 顺网科技 | 28.09 | 14.65% | | 300113.SZ | | | | 迅游科技 | 34.21 | 8.98% | | 300467.SZ | | | | 浙数文化 | 16.15 | 6.53% | | 600633.S ...

| 盛天网络 | 14.00 | 3.47% | | --- | --- | --- | | 300494.SZ | | | | 神州泰岳 | 12.27 | 3.63% | | 300002.SZ | | | | 汤姆猫 | 5.06 | 3.27% | | 300459.SZ | | | | ST中青宝 | 13.36 | 3.17% | | 300052.SZ | | | | 富春股份 | 7.10 | 3.05% | | 300299.SZ | | | 此前，中国移动、中国联通、中国电信三大运营商同步发布公告，宣布将按照1月1日发布的 《关于增值税征税具体范围有关事项的公告》（财政部 税务总局公告2026年第9号）有关规 定，统一执行新的增值税税率——由原有的6%调升至9%。 记者｜吴立洋 编辑｜高梦阳 2月3日， 市场有传言称金融业及互联网增值服务（如游戏内购、广告）因利润率高、税负 轻，可能成为下一个税率调整目标，并类比白酒税率，该消息引发腾讯等互联网公司股价集体 下挫。 2月3日，A股游戏板块一度集体跳水，世纪华通股价跌幅超过9%，恺英网络、巨人网络、三 七 互 娱 、 吉 比 特 等 主 要 ...

| 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | | --- | --- | --- | --- | --- | --- | --- | | 603444 | 吉比特 | 475.50 | 6.61% | 3.36万 | | 15.90 Z | | 300418 | 昆仑万维 | 56.61 | 6.05% | 169.47万 | | 97.34亿 | | 600633 | 浙数文化 | 15.91 | 5.43% | 116.55万 | | 18.72亿 | | 300315 | 掌趣科技 | 6.12 | 3.73% | 368.12万 | | 22.68亿 | | 002624 | 完美世界 | 18.77 | 3.42% | 66.96万 | | 12.59亿 | | 300459 | 汤姆猫 | 5.25 | 2.94% | 364.95万 | | 19.34亿 | | 300043 | 量辉娱乐 | 6.46 | 2.70% | 103.83万 | | 6.76亿 | | 002605 | 姚记科技 | 26.81 | 1.94% | 19.87万 | | 5 ...

中安在线、中安新闻客户端讯 1月28日，"三生万物 AI如潮涌"潮新闻&传播大脑三周年联合发布会在浙江杭州体育场路178号浙江日报报业集团举行。 三年前，在媒体深度融合的浪潮里，作为浙报集团媒体融合改革的重要牵引，潮新闻和传播大脑相伴而生。 三年深耕，潮新闻实现从"平台"到"生态"的演进，正以一体化聚合开启主流媒体新范式，让内容从"单向生产"走向"生态聚合"，构建起内外联动、多层共创 的生产体系。传播大脑已从浙江走向全国25个省份，输出"技术平台+治理机制+运营方案"整体解决方案，从一省之"脑"成长为服务全国主流媒体的"能力中 台"。 站在三周年这一新的起跑点上，潮新闻与传播大脑同步发布面向未来三年的"178"方案、人工智能新产品"万媒""NewsPower"以及AI多元服务生态。在活动 现场，浙报集团十大IP集中亮相，重大科技专项技术攻关联盟发布，茶文化智库成立暨"世界茶乡看浙江"20年大型报道启动。 这既是一次阶段性总结，也是一份清晰的行动宣言：贯通内容技术，深化AI应用，聚集网民力量，整合各方资源，奋力打造主流媒体系统性变革的"浙江样 本"。 "三生万物 AI如潮涌"潮新闻&传播大脑三周年联合发布会现场 ...

Investment Rating - The report maintains a "Buy" rating for the industry, indicating a positive outlook for the sector's performance [5][29]. Core Insights - The report highlights the significant growth in AI applications, with OpenAI's annual recurring revenue (ARR) expected to exceed $20 billion by 2025, driven by advancements in computing power and product commercialization [3][26]. - The gaming sector shows strong performance, with top mobile games achieving high download numbers and revenue rankings, indicating robust consumer engagement [2][17]. - The film industry is experiencing a resurgence, with a total box office of 304 million yuan in the last week, and several films scheduled for release during the upcoming Spring Festival [22][24]. Market Performance - From January 19 to January 25, 2026, the media industry (Shenwan) increased by 1.98%, outperforming the Shanghai Composite Index, which rose by 0.84% [12]. - Within the media sector, advertising and marketing led the gains with a 6.05% increase, while digital media saw a decline of 3.96% [12][16]. Industry Key Data AI Applications - For the week of January 12 to January 18, 2026, the estimated iOS downloads for major AI applications were as follows: Deepseek at 238,700, Doubao at 2,100,900, Tencent Yuanbao at 807,000, and Qianwen Qimai at 1,233,700, with respective week-over-week changes of -14.52%, +0.87%, +2.27%, and +15.66% [2][17]. - The weekly token usage on the OpenRouter platform was 7.50 trillion, showing a slight decrease of 1.96% [2][17]. Gaming Data - The top five mobile games on iOS as of January 24, 2026, were "Honor of Kings," "Peacekeeper Elite," "Crossfire: Gunfight King," "Endless Winter," and "Arknights: End of the World," with "Arknights" achieving over 30 million downloads globally [2][19]. - Upcoming game releases include "Survival 33 Days" by 37 Interactive Entertainment, scheduled for February 15, and "EVE," an AI companion product by a company invested in by Kying Network, expected to launch on March 14 [21][26]. Film Data - The total box office for domestic films reached 304 million yuan, with "Return to Silent Hill" leading the weekly box office at 66.06 million yuan, accounting for 21.7% of the total [22][23]. - Four films have been scheduled for the Spring Festival, including "Fast Life 3" and "Silent Awakening" [24]. Investment Recommendations - The report recommends focusing on themes such as AI applications and cultural exports, with particular attention to sub-sectors like gaming, IP, short dramas, marketing, and publishing. Specific companies highlighted for investment include Giant Network, Kying Network, Perfect World, 37 Interactive Entertainment, Century Huatong, and others [3][27].

Investment Rating - The report maintains a "Buy" rating for the industry, indicating a positive outlook for the sector's performance [5][29]. Core Insights - The report highlights the significant growth in AI applications, with OpenAI's annual recurring revenue (ARR) expected to exceed $20 billion by 2025, driven by advancements in computing power and product commercialization [3][26]. - The gaming sector shows strong performance, with top mobile games achieving high download numbers and revenue rankings, indicating robust consumer engagement [2][17]. - The film industry is experiencing a resurgence, with a total box office of 304 million yuan in the week of January 19-25, 2026, and several films scheduled for release during the upcoming Spring Festival [22][23]. Summary by Sections Market Performance - From January 19 to January 25, 2026, the media industry (Shenwan) increased by 1.98%, outperforming the Shanghai Composite Index, which rose by 0.84% [12]. - The advertising and marketing sector led the gains with a 6.05% increase, while digital media saw a decline of 3.96% [12][16]. Key Industry Data AI Application Data - For the week of January 12-18, 2026, the estimated iOS downloads for major AI applications showed varied performance, with Deepseek down by 14.52% and Tencent's Yuanbao up by 2.27% [2][17]. - The weekly token usage on the OpenRouter platform was 7.50 trillion, reflecting a slight decrease of 1.96% [2][17]. Gaming Data - The top five mobile games on iOS as of January 24, 2026, included "Honor of Kings" and "Peacekeeper Elite," with "Tomorrow's Ark: The End of Days" entering the top five shortly after its release [2][19]. - Upcoming game releases include "Survival 33 Days" set for February 15 and "EVE," an AI companion app, expected to launch on March 14 [21][26]. Film Data - The total box office for domestic films reached 304 million yuan, with "Return to Silent Hill" leading the week with a box office of 66.06 million yuan [22][23]. - Four films have been scheduled for the Spring Festival, indicating a strong pipeline for theatrical releases [22][23]. Investment Recommendations - The report recommends focusing on themes such as AI applications and cultural exports, with specific attention to sub-sectors like gaming, IP, short dramas, marketing, and publishing [3][27]. - Notable companies to watch include Giant Network, Perfect World, and Kuaishou, among others [3][27].

Group 1 - The core viewpoint of the news highlights the strong performance of certain Tencent Cloud concept stocks in the A-share market, driven by Tencent's announcement of a cash activity related to AI applications during its annual meeting [1] Group 2 - Stock performance details indicate that Ruijie Network saw a rise of 12.41%, with a total market value of 68.4 billion, and a year-to-date decline of 3.18% [2] - Century Hengtong increased by 6.97%, with a market capitalization of 3.892 billion, and a year-to-date increase of 17.62% [2] - Hongjing Technology rose by 5.82%, with a market value of 12.8 billion, and a year-to-date increase of 25.64% [2] - Keda Data and Deepin Technology both experienced increases of 3.30% and 3.10%, with market values of 33.1 billion and 72.5 billion respectively, and year-to-date increases of 15.63% and 49.73% [2] - Other stocks such as Donghua Software, Yunsai Zhili, Zhe Shu Culture, and Fanwei Network also showed positive performance, with varying increases and market capitalizations [2]

浙江省纪委省监委网站1月24日通报，浙江省文化产业投资集团有限公司党委副书记、董事、总经理蒋国兴涉嫌严重违纪违法，主动投案，目前正接受浙江 省纪委监委纪律审查和监察调查。 蒋国兴1992年进入浙江日报社工作至今，先后从事新闻采编和经营管理工作。 2001年，蒋国兴负责组建浙江新干线传媒投资有限公司，并一直主持该公司的日常经营工作至2011年。十年来，蒋国兴主导实施了杭州市化工研究院、大立 科技、亚厦装饰、聚光科技、鳄龙科技、宋城股份、随视传媒、香榭丽、天壕节能、华数传媒等多个项目的投资，主导实施了浙江日报报业集团经营性资产 整体上市的工作。 2011年9月至2013年8月，蒋国兴任浙报传媒集团股份有限公司董事、总经理。浙报控股旗下子公司浙报传媒于2011年9月成功上市。浙报传媒控股集团有限 公司成立于2002年8月20日，由浙江日报报业集团全资设立。 2013年6月起蒋国兴任浙江日报报业集团党委委员、副社长，2013年9月起任浙报传媒集团股份有限公司董事、副董事长。 本文系观察者网独家稿件，未经授权，不得转载。 公开资料显示，蒋国兴，汉族，1969年10月生，毕业于武汉大学经济学院，本科学历，国务院特殊津贴获 ...