国泰中证影视主题ETF（516620）成立日期2021年10月20日，最新规模7910.68万。今年以来收益 11.98%，同类排名3258/4197；近一年亏损1.72%，同类排名4011/4147；成立以来收益2.63%。 国泰中证影视主题ETF（516620）基金经理为王玉。 截至发稿，王玉累计任职时间5年362天，现任基金资产总规模242.38亿元，任职期间最佳基金回报 31.07%， 任职期间最差基金回报-42.73%。 风险提示：市场有风险，投资需谨慎。本文为AI大模型自动发布，任何在本文出现的信息（包括但不 限于个股、评论、预测、图表、指标、理论、任何形式的表述等）均只作为参考，不构成个人投资建 议。 责任编辑：小浪快报 12月19日，视觉中国涨5.39%，截至发稿，报22.48元/股，成交7.47亿元，换手率5.08%，总市值157.49 亿元。 资料显示，视觉(中国)文化发展股份有限公司位于北京市朝阳区酒仙桥北路甲10号院204号楼2层/3层， 成立日期1994年5月28日，上市日期1997年1月21日，公司主营业务涉及电视剧的摄制出品业务,主题公 园室内智能娱乐和特种影视项目动漫设计,创意 ...

12月15日基金调研公司一览 | 代码 | 简称 | 基金家数 | 最新收盘价（元） | 近5日涨跌幅（%） | 行业 | | --- | --- | --- | --- | --- | --- | | 301468 | 博盈特焊 | 5 | 53.11 | 15.28 | 机械设备 | | 000681 | 视觉中国 | 5 | 20.96 | -6.93 | 传媒 | | 301005 | 超捷股份 | 1 | 97.50 | 29.17 | 汽车 | | 688251 | 井松智能 | 1 | 28.68 | 2.94 | 计算机 | | 603055 | 台华新材 | 1 | 8.85 | -0.67 | 纺织服饰 | | 603040 | 新坐标 | 1 | 78.32 | -2.59 | 汽车 | （文章来源：证券时报网） 从基金调研公司的A股总市值统计，总市值不足100亿元的有3家，分别是井松智能、博盈特焊、台华新 材等。 市场表现上，基金调研股中，近5日上涨的有3只，涨幅居前的有超捷股份、博盈特焊、井松智能等，涨 幅为29.17%、15.28%、2.94%；下跌的有3只，跌幅居前的有视觉中国、 ...

视觉（中国）文化发展股份有限公司 | 公司名称 | 公司名称 | 公司名称 | 公司名称 | | --- | --- | --- | --- | | 易知（北京）投资 | 禾永投资 | 招商信诺资管 | 广东正圆私募 | | 上银基金 | 浙商控股集团上海资 管 | 上海喜世润投资 | 中信期货 | | 同泰基金 | 摩根士丹利基金 | 中金公司 | 青骊投资 | | 金鹰基金 | 兴银基金 | 东北证券 | 玖歌投资 | | 泰康资管 | | | | 公司目前拥有可供 AI 大模型训练的高质量、版权合规的内容数 据超过 7 亿，位居行业领先地位。图片、视频、音乐等内容均有完 善的结构化元数据（标题、关键词、分类、技术参数等），合计拥有 300 万结构化标签与行业知识图谱，为 AI 模型的合规训练与商业应 用提供了坚实基础。公司认为大模型多模态的持续演进，如 Sora 等 应用生态的突破性创新对合规高清版权数据的需求会持续存在。为 优质版权数据资源付费将成为生成式 AI 的产业趋势；大模型训练和 生成需要海量合规高清版权数据，这是公司的核心优势之一。高质 量、版权合规的训练数据集是可信大模型的刚需。公司凭借数 ...

Investment Rating - The industry investment rating is "Outperform the Market" (maintained) [4][10] Core Viewpoints - The AI competition landscape is deepening in multiple dimensions, accelerating the evolution of ecological applications [2] - AI creative and reasoning applications are entering a high growth phase, with programming and role-playing becoming core scenarios [7] - The report highlights the significant user growth and engagement in the AI creative sector, with active users exceeding one million for leading products [7] Summary by Relevant Sections Industry Performance - The relative return over 1 month is -0.86%, over 3 months is -7.8%, and over 12 months is -4.17% [6] - The absolute return over 1 month is -3.01%, over 3 months is -7.71%, and over 12 months is 9.95% [6] AI Creative Sector Insights - In November 2025, over 200 AI creative web products had a total visit count exceeding 27 million, with independent visitors surpassing 7.7 million [7] - Leading products like Jimeng AI and Gaoding AI have over one million active users, with significant growth in independent visitor numbers for Canva and Keling AI [7] - The average usage time for several products exceeds 8 minutes, indicating strong user engagement [7] AI Development Trends - The AI development is entering a "great divergence" phase, with open-source models capturing 30% of traffic globally, and Chinese open-source models leading in specific scenarios [7] - The report notes a shift from generating text to problem-solving capabilities in AI, with programming requests increasing from 11% to over 50% [7] - The multi-model ecosystem is becoming clearer, with closed-source models handling high-value tasks and open-source models focusing on low-cost, high-concurrency needs [7] Investment Recommendations - The report suggests focusing on companies such as BlueFocus, Kunlun Wanwei, Tianyu Digital Science, Yinsai Group, Visual China, and HuiLiang Technology as potential investment opportunities [7]

证券之星消息，12月10日数字媒体板块较上一交易日上涨0.37%，三六五网领涨。当日上证指数报收于 3900.5，下跌0.23%。深证成指报收于13316.42，上涨0.29%。数字媒体板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | | --- | --- | --- | --- | --- | --- | --- | | 300295 | 三六五网 | 14.49 | 4.77% | 22.16万 | | 3.16亿 | | 603533 | 掌阅科技 | 20.20 | 3.17% | 27.70万 | | 5.59亿 | | 603888 | 新华网 | 19.51 | 0.67% | 6.69万 | | 1.30亿 | | 300785 | 值得买 | 41.45 | 0.56% | - 16.40万 | | 6.82亿 | | 603000 | 人民网 | 19.48 | 0.52% | 7.84万 | | 1.52亿 | | 300413 | 芒果超媒 | 24.30 | 0.41% | 14.98万 | | 3.61亿 | | 600 ...

Group 1 - Kuaishou concept stock declined by 3.56%, ranking among the top losers in the concept sector, with notable declines in Xinhua Du, Xuanya International, and Zhejiang Wenlian [1] - The concept sector saw a net outflow of 3.016 billion yuan, with 42 stocks experiencing net outflows, and 7 stocks seeing outflows exceeding 100 million yuan [1] - The stock with the highest net outflow was BlueFocus, with a net outflow of 707.5 million yuan, followed by Yidian Tianxia, Vision China, and Liou Shares [1] Group 2 - The top gainers in the concept sector included Cultivated Diamonds with a gain of 2.72%, while several other sectors also experienced declines, such as MLOps and Web3.0 [1] - The net inflow of funds was observed in stocks like Simi Media, Lishang Guochao, and Century Hengtong, with net inflows of 19.65 million yuan, 5.27 million yuan, and 4.05 million yuan respectively [3] - The overall market sentiment reflected a significant outflow of funds from the Kuaishou concept, indicating potential investor concerns [1][3]

（文章来源：每日经济新闻） | 代码 | 名称 | 现价 | 涨跌 涨跌幅 | A | | --- | --- | --- | --- | --- | | 159855 | 影视ETF | 0.948 | -0.019 | -1.96% | | 516620 | 影视ETF | 1.061 | -0.021 | -1.94% | 有券商表示，从中长期来看，预计随着内容供给逐步恢复，AI等技术赋能持续深化，叠加政策支持及消费回暖预期，传媒行 业景气度有望得到修复。建议关注影视院线、游戏、广告营销等领域业绩表现亮眼的公司，并关注布局数字资产、应用 AIGC相关技术的公司。 影视概念股走低，中国电影跌超5%，捷成股份跌超4%，视觉中国、吉视传媒跌超3%。 受盘面影响，影视ETF跌近2%。 ...

Market Overview - The digital media sector experienced a decline of 1.19% on December 2, with Mango Super Media leading the drop [1] - The Shanghai Composite Index closed at 3897.71, down 0.42%, while the Shenzhen Component Index closed at 13056.7, down 0.68% [1] Stock Performance - Notable stock performances included: - 365 Network (300295) rose by 2.92% to close at 15.18 [1] - Mango Super Media (300413) fell by 2.91% to close at 24.73, with a trading volume of 242,800 shares and a transaction value of 603 million [2] - Visual China (000681) closed at 24.10, up 0.50% [1] - Worth Buying (300785) decreased by 0.95% to 43.66, with a transaction value of 1.071 billion [2] Capital Flow - The digital media sector saw a net inflow of 38.76 million from institutional investors and 67.02 million from retail investors, while retail investors had a net outflow of 106 million [2] - Key capital flows for specific stocks included: - Visual China (000681) had a net inflow of 1.08 billion from institutional investors [3] - Worth Buying (300785) attracted a net inflow of 59.35 million from institutional investors [3] - Mango Super Media (300413) experienced a net outflow of 1.21 billion from retail investors [3]

Group 1: Executive Changes - Huawei Cloud has appointed Zhou Yuefeng as CEO, with Zhang Ping'an transitioning to Chairman. The cloud R&D organization has been moved back to the ICT department, and five new cloud R&D product lines have been established [4] - Xiaomi has made a change in its public relations department, appointing Xu Jieyun as the new General Manager of the Public Relations Department, while former GM Wang Hua has moved to a new role at Xiaomi's Wuhan headquarters [5] - ByteDance's Seed large language model team has seen a key member, Qiao Siyuan, leave to join Meta [7][8] - Vivo has confirmed the promotion of Huang Tao to Vice President, joining the management committee [9] - Lenovo Holdings announced the resignation of CEO Li Peng, with Yu Hao appointed as the new CEO effective November 17, 2025 [10] - Visual China has appointed Li Yi as Vice President, effective immediately [11] - Apple has lost a prominent designer, Abidur Chowdhury, who has left to join an AI startup [12] - Samsung Electronics has appointed Roh Tae-moon as Co-CEO, alongside another executive [13] - Intel's CTO Sachin Katti has left to join OpenAI, with the CEO taking over the AI business [15] - Meta's Chief AI Scientist Yann LeCun has announced his departure to start a new company focused on "world model" technology [16] - Meta's Chief Revenue Officer John Hegeman is also leaving to start his own company [17] - Jeff Bezos has been appointed as Co-CEO of a new AI startup, Project Prometheus, which has raised $6.2 billion [20] - Oracle has elected Stephen Rusckowski to its board, expanding the board to 14 members [21] - Nokia has appointed Kristen Pressner as Chief People Officer, effective May 1, 2026 [22] - BBC's Director Tim Davie has resigned amid criticism of the organization [23] - Kevin Reilly has been appointed as CEO of Kartel, focusing on AI systems for major brands [24][26] - Mike Ellow has joined Synopsys as Chief Revenue Officer, bringing extensive experience from Siemens EDA [27] - Ken Lau has been appointed as Chief Strategy Officer at SuperX AI, effective December 1, 2025 [28] - Huang Chenhong has been appointed as CEO of SuperX AI, effective December 1, 2025 [30] - Morse Micro has appointed Alex Talevski as Senior Vice President for Platform, Product, and AI [31] - Robert Davis has joined Sharp Imaging and Information Company as Vice President [34] Group 2: Organizational Restructuring - Huawei Cloud has restructured its cloud R&D organization, moving it back to the ICT department and establishing five new product lines [4] - Lenovo Holdings has undergone a significant leadership change with the resignation of its CEO and the appointment of a new CEO [10] - Meta is experiencing key leadership changes with the departure of its Chief AI Scientist and Chief Revenue Officer [16][17] - SuperX AI has made multiple executive appointments to strengthen its leadership team [28][30]

Core Viewpoint - The trend of A-share companies planning to list in Hong Kong continues, with 18 companies disclosing their intentions to issue H-shares and list on the Hong Kong Stock Exchange in November [1] Group 1: Companies Planning to List - 18 A-share listed companies have announced plans to issue H-shares and list in Hong Kong from November 1 to November 29 [1] - Zhongji Xuchuang announced on November 10 its intention to issue H-shares and list on the Hong Kong Stock Exchange [1] Group 2: Specific Company Announcements - Runjian Co., Ltd. announced on November 25 its plan to issue H-shares and list in Hong Kong [2] - Ningbo Yunsheng authorized management on November 24 to initiate preparations for issuing H-shares and listing in Hong Kong [2] - Igor announced on November 24 its plan to issue H-shares and list in Hong Kong [2] - Miao Exhibition announced on November 24 its intention to issue H-shares and list in Hong Kong [2] - Zhuoyi Information announced on November 20 its plan to issue H-shares and list in Hong Kong [2] - Yuanjie Technology announced on November 19 its intention to issue H-shares and list in Hong Kong [2] - Dashang Co., Ltd. announced on November 18 its plan to issue H-shares and list in Hong Kong [2] - Sifang Jingchuang announced on November 14 its intention to issue H-shares and list on the main board of the Hong Kong Stock Exchange [2] - Zejing Pharmaceutical announced on November 14 its plan to issue H-shares and list in Hong Kong [2] - Juxin Technology announced on November 14 its intention to issue H-shares and list in Hong Kong [2] - Deye Co., Ltd. announced on November 13 its plan to issue H-shares and list in Hong Kong [2] - Tuosida announced on November 12 its intention to issue H-shares and list in Hong Kong [2] - Marumi Bio announced on November 12 its plan to issue H-shares and apply for listing in Hong Kong [2] - Transsion Holdings announced on November 12 its intention to issue H-shares and list in Hong Kong [2] - Anker Innovations announced on November 11 its plan to issue H-shares and list in Hong Kong [2] - Visual China announced on November 4 that it is planning to issue H-shares [2] - Juhe Materials announced on November 3 its plan to issue FF shares and list in Hong Kong [2]