Market Analysis - The A-share market experienced a slight increase with a trading volume of 2.12 trillion, down approximately 6.4% from the previous trading day, indicating a cautious sentiment ahead of the holiday [6][7] - The media sector surged by 3.97%, driven by expectations of enhanced efficiency in AI-generated short dramas and strong pre-sale box office figures exceeding 86 million yuan for the Spring Festival [5][6] - The cyclical and defensive consumer sectors saw declines, with real estate, food and beverage, and snack trading down by 1.34%, 1.30%, and 0.94% respectively, likely due to profit-taking after previous consumption policy expectations [5][6] Bond Market - The government bond futures market showed mixed performance, with the 30-year main contract rising by 0.01% to 112.68 yuan, while the 10-year contract also increased by 0.01% to 108.485 yuan [10] - The central bank conducted a net injection of 205.9 billion yuan, maintaining a stable liquidity expectation ahead of the holiday [10] Commodity Market - The commodity index slightly increased by 0.09%, with industrial metals and chemicals leading the gains, while shipping and black metals faced adjustments [10][12] - Crude oil prices rose by 2.17% to 476.10 yuan per barrel, supported by geopolitical risks and supply constraints, with Russia's oil production declining [10][12] Trading Hotspots - Key sectors attracting attention include AI applications, commercial aerospace, nuclear fusion, quantum technology, brain-machine interfaces, and consumer goods, with a focus on technological advancements and policy support [13][15] - The report suggests a balanced allocation strategy in technology and consumer sectors, with an emphasis on low-cost entry points [16]

上海电影股份有限公司 关于股票交易异常波动的公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈 述或者重大遗漏，并对其内容的真实性、准确性和完整性承担法律责任。 重要内容提示： 证券代码：601595 证券简称：上海电影 公告编号：2026-001 上海电影股份有限公司（以下简称公司）股票于 2026 年 2 月 6 日、2 月 9 日、2 月 10 日连续三个交易日内收盘价格涨幅偏离值累计超过 20%，属于《上 海证券交易所交易规则》（以下简称《交易规则》）、《上海证券交易所股票上 市规则》（以下简称《上市规则》）规定的股票交易异常波动情形。 经公司自查并经向公司控股股东上海电影（集团）有限公司书面征询核 实，截至本公告披露日，不存在应披露而未披露的重大信息。 公司股票近 3 个交易日内日均换手率（4.37%）高于前 5 个交易日的日均 换手率（2.66%），敬请广大投资者理性投资，注意投资风险。 一、股票交易异常波动具体情况 公司股票于 2 月 6 日、2 月 9 日、2 月 10 日连续三个交易日内收盘价格涨幅 偏离值累计超过 20%。根据《交易规则》的有关规定，属于股票交易异常波动 ...

上海电影(集团)有限公司 此复。 上海申影 上海电影（集团）有限公司于 2026 年 2 月 10 日 收 到 你 公司发来的《关于上海电影股份有限公司股票交易异常波动 询问函》。经本集团认真自查,现回复如下: 本集团及实际控制人目前不存在影响上海电影股份有 限公司股票交易异常波动的重大事项,不存在其他应披露而 未披露的重大信息,包括但不限于重大资产重组、股份发行、 重大交易类事项、业务重组、股份回购、股权激励、破产重 整、重大业务合作、引进战略投资者等重大事项。 关于上海电影股份有限公司 股票交易异常波动询问函的回复 上海电影股份有限公司: ...

格隆汇2月10日｜上海电影发布异动公告，公司股票于2026年2月6日、2月9日、2月10日连续三个交易日 内收盘价格涨幅偏离值累计超过20%，属于《上海证券交易所交易规则》、《上海证券交易所股票上市 规则》规定的股票交易异常波动情形。经向公司控股股东上海电影有限公司书面征询核实，截至本公告 披露日，控股股东及实际控制人目前不存在影响本公司股票交易异常波动的重大事项，不存在其他应披 露而未披露的重大信息。 ...

上海电影公告称，公司股票于2026年2月6日、2月9日、2月10日连续三个交易日内收盘价格涨幅偏离值 累计超20%，属股票交易异常波动情形。近3个交易日内日均换手率4.37%，高于前5个交易日的2.66%。 经自查及向控股股东核实，截至公告披露日，不存在应披露而未披露的重大信息，公司经营状况正常。 公司提醒投资者注意二级市场交易风险，理性投资。 ...

证券之星消息，2月10日上海国企改革板块较上一交易日上涨0.07%，上海电影领涨。当日上证指数报 收于4128.37，上涨0.13%。深证成指报收于14210.63，上涨0.02%。上海国企改革板块个股涨跌见下 表： 从资金流向上来看，当日上海国企改革板块主力资金净流入5.47亿元，游资资金净流出1.82亿元，散户 资金净流出3.65亿元。上海国企改革板块个股资金流向见下表： 以上内容为证券之星据公开信息整理，由AI算法生成（网信算备310104345710301240019号），不构成 投资建议。 ...

Group 1 - The A-share media sector experienced significant gains, with multiple stocks such as Light Media, Wanda Film, and others hitting the daily limit up [1] - The "longest Spring Festival holiday" in history has officially started its online pre-sale, attracting considerable attention [1] - The AI video generation model Seedance 2.0 has gained immense popularity across the internet [1]

资料来源：常闻 | 首选股票 | | 评级 | | --- | --- | --- | | 300418.SZ | 昆仑万维 | 买入-A | | 601595.SH | 上海电影 | 买入-A | | 603258.SH | 电魂网络 | 增持-A | 相关报告： 潘宁河 执业登记编码：S0760523110001 邮箱：panninghe@sxzq.com 林挺 执业登记编码：S0760524100003 邮箱：linting@sxzq.com 传媒 行业年度策略报告 领先大市-A(维持) AI 应用+IP 生态双轮驱动，行业基本面有望持续向好 2026 年 2 月 10 日 行业研究/行业年度策略 投资要点： 传媒业绩增速向上，AI、游戏驱动指数上涨。2025 年全年，传媒指数 累计上涨 27.17%，位于申万 31 个一级子行业的第 9 名。传媒子板块中，游 戏、电视广播涨幅分别为 60.50%、20.80%，涨幅较为领先。2025 年 Q1-Q3， 传媒行业实现营收 3872.78 亿元，同比+5.75%；实现归母净利润 321.09 亿元， 同比+37.88%。子板块中，影视、游戏行业板块利润表现 ...

Market Overview - The market experienced narrow fluctuations throughout the day, with the three major indices showing mixed results, while the Sci-Tech 50 Index rose nearly 1% [1] - The total trading volume in the Shanghai and Shenzhen markets was 2.11 trillion yuan, a decrease of 143.9 billion yuan compared to the previous trading day [1] - Over 3,100 stocks in the market declined [1] Sector Performance - The media sector led the market gains, with stocks such as Wanda Film, Reader Culture, and others hitting the daily limit [1] - The humanoid robot concept showed active performance, with Wanxiang Qianchao reaching the daily limit [1] - The PCB sector experienced a rally, with Nanya New Materials and Honghe Technology both reaching historical highs [1] - Conversely, the commercial aerospace sector saw declines, with Shunhao Co. hitting the daily limit down [1] - The consumer sector faced fluctuations and declines, with Hangzhou Jiebai hitting the daily limit down [1] Index Performance - At the close, the Shanghai Composite Index rose by 0.13%, the Shenzhen Component Index increased by 0.02%, while the ChiNext Index fell by 0.37% [1]

Core Viewpoint - The resurgence of the IDC sector is driven by the increasing demand for computing power due to the rapid growth of AI models and their commercial applications [5][7]. Group 1: Market Performance - On February 10, A-share computing power concept stocks saw significant gains, with major players like Meiliyun and People's Daily hitting their daily limits [2][4]. - The cultural media sector also experienced a surge, with multiple stocks reaching their daily limits, indicating a broader market enthusiasm [2][4]. Group 2: AI Model Impact - The launch of the AI video generation model Seedance 2.0 by ByteDance has garnered attention for its ability to create high-quality videos from text or images, further driving demand for computing power [5][6]. - The consumption of tokens by major platforms like ByteDance is substantial, with daily figures reaching up to 50 trillion tokens, highlighting the exponential growth in computing needs [5]. Group 3: Commercialization and Future Outlook - The urgency for the commercialization of large models is evident, with projections indicating that OpenAI's computing costs could reach $100 billion by 2028 [7]. - The anticipated advertising revenue from AI services, such as ChatGPT, is expected to accelerate the monetization of AI technologies, benefiting service providers in the industry [7][8]. - The IDC sector is expected to maintain high growth due to ongoing advancements in AI chip performance and the establishment of a commercial ecosystem involving chips, models, and applications [8].