各位朋友，我是帮主郑重。今天A股的行情有点像温水煮茶，看着不热闹，细品却有不少门道。沪指最终涨了0.27%，不算多但稳稳站在那儿，深成指和创 业板指稍微跌了点，北证50倒是挺给力，涨了0.55%。全天下来，沪深京三市成交了1.48万亿，比昨天少了两千多亿，说明市场暂时进入了休整状态。 当然，有涨就有跌。泛金融板块今天调整得比较厉害，南华期货、大智慧都跌停了，可能和市场对短期政策刺激的预期有所降温有关。游戏股也不太给力， 三七互娱跌了9%还多，这背后既有行业监管的一些不确定性，也可能和部分公司中报预期一般有关。 其实今天的市场走势，也反映了当前资金的心态：一方面，大家在寻找有政策支持、有业绩预期的板块，比如机器人、电力；另一方面，对前期炒得比较 高、缺乏业绩支撑的板块，资金也在慢慢撤离。 作为做了20年财经记者、专注中长线的投资者，我觉得这种分化其实是好事。市场热点切换快，但真正能持续走强的，往往是那些有政策支持、业绩能落地 的板块。对于咱们普通投资者来说，与其追着热点跑，不如沉下心看看哪些板块是在底部慢慢积蓄力量的，这才是中长线布局的关键。 你们觉得今天的市场有没有什么特别的信号？欢迎在评论区聊聊，我是帮主郑 ...

资金面上看，今日NFT概念板块获主力资金净流出20.15亿元，其中，50股获主力资金净流出，7股主力 资金净流出超亿元，净流出资金居首的是三七互娱，今日主力资金净流出2.63亿元，净流出资金居前的 还有华媒控股、四川长虹、中文在线等，主力资金分别净流出2.06亿元、1.35亿元、1.31亿元。今日主 力资金净流入居前的概念股有华策影视、衢州发展、安妮股份等，主力资金分别净流入3146.07万元、 3138.41万元、1992.15万元。 NFT概念资金流出榜 | 代码 | 简称 | 今日涨跌幅（%） | 今日换手率（%） | 主力资金流量（万元） | | --- | --- | --- | --- | --- | | 002555 | 三七互娱 | -9.27 | 10.78 | -26268.91 | | 000607 | 华媒控股 | -10.00 | 27.69 | -20634.01 | | 600839 | 四川长虹 | -1.69 | 3.06 | -13508.08 | | 300364 | 中文在线 | -3.68 | 7.61 | -13100.52 | | 002537 | 海联金汇 | ...

金十图示：2025年07月14日（周一）中国科技互联网公司市值排名TOP 50一览 | 42 | | 深信服 | 52.33 | | | --- | --- | --- | --- | --- | | 43 | | 柏楚电子 | 51.94 | | | 44 | | 常山北明 | 48.53 | | | 45 | | 新大陆 | 46.86 | | | 46 | | 中国民航信息网络 | 44.06 | | | 47 | | 岩山科技 | 43.27 | 2 ↑ | | 48 | | 银之杰 | 41.88 | | | 49 | | 东华软件 | 41.77 | 11 | | 50 | INES | 云费智联 | 41.76 | 1 t | 每日根据市值计算出前50名公司,美元港元按照当日汇率中间价折算 @ JIN10.COM 0. 金十数据 | 一个交易工具 | | | 台棋电 | 11949.75 | | --- | --- | --- | --- | | 2 | | 腾讯控股 | 5815.18 | | 3 | | 阿里巴巴 | 2546.4 | | 4 | | 小米集团-W | 1889.61 | | ...

证券研究报告|行业研究周报 [Table_Title] [Table_Title] 美团即时零售日订单量达 1.5 亿，美国"对等关 税"暂缓至 8 月 1 日 [Table_Date] 2025 年 7 月 13 日 传媒行业周报系列 [Table_Title2]2025 年第 27 周 ► 市场行情回顾 [Table_Summary] 2025 年第 27 周（实际交易日为 2025.7.7-2025.7.11）上证指数 上涨 1.09%，沪深 300 指数上涨 0.82%，创业板指数上涨 2.36%。 恒生指数上涨 0.18%，恒生互联网指数上涨 0.93%，行业领先恒生 指数 0.76pct。SW 传媒指数上涨 3.11%，领先创业板指数 0.76pct， 在申万一级 31 个行业涨跌幅排名中位列第 6 位。子行业中出版、 游戏和广告营销位列前三位，分别为上涨 5.58%、上涨 4.61%和上 涨 3.46%。 ► 核心观点&投资建议 美团即时零售日订单量达 1.5 亿，骑手收入显著增长。本周， 据澎湃新闻，美团即时零售于 7 月 12 日单日订单量突破 1.5 亿单（其中"神抢手"超 5000 万单 ...

Group 1 - The core viewpoint of the article highlights the positive growth of the Chinese gaming market, with a market size of 141.1 billion yuan in the first five months of 2025, representing a year-on-year increase of 17% [1] - A total of 812 game licenses were issued in the first half of 2025, including 757 domestic and 55 imported licenses, marking an 18% increase compared to the previous year [1][2] - The gaming industry is experiencing favorable policies from the government, which has led to local governments implementing specific plans and measures to support the industry [2] Group 2 - The top 20 new games on the iOS platform in China for the first half of 2025 show a diverse range of genres, with a notable increase in light and casual gaming elements [3][8] - The game "Heroes Never Flash" emerged as the only blockbuster, generating a total revenue of 4.71 billion yuan, significantly outperforming other titles [11][13] - The trend indicates that many new games are experiencing a decline in monthly revenue after initial success, with "Supernatural Action Group" being a notable exception, showing a significant increase in revenue over time [6][53] Group 3 - The first tier of games includes six titles, all of which have generated over 1 billion yuan in total revenue, with "Heroes Never Flash" leading the pack [11][19] - The second tier consists of four games, with total revenues ranging from 500 million to 1 billion yuan, including "Brave Land" and "Sword Legend" [37][43] - The third tier comprises games with total revenues below 500 million yuan, where "Supernatural Action Group" stands out for its unique gameplay and increasing popularity [53][66] Group 4 - The gaming industry is shifting towards lightweight and integrated gameplay to avoid competition, with companies like 37 Interactive, Point Touch, Thunder, and Shiyue leading this trend [67] - The market for mini-games is rapidly growing, with many new titles launching mini-game versions to capture additional user engagement [8][25] - The overall environment for the gaming industry is improving, but the competition for new titles remains intense, necessitating innovative approaches from developers [67]

Core Insights - The article presents the market capitalization rankings of the top 50 Chinese technology and internet companies as of July 11, 2025, highlighting significant players in the industry [1]. Group 1: Top Companies by Market Capitalization - TSMC leads the list with a market capitalization of approximately $11,916.56 million [3]. - Tencent Holdings ranks second with a market capitalization of about $5,885.24 million [3]. - Alibaba is in third place with a market capitalization of around $2,544.49 million [3]. - Pinduoduo follows in fourth place with a market capitalization of $1,490.20 million [3]. - Meituan and NetEase are also notable, with market capitalizations of $947.31 million and $807.83 million, respectively [3][4]. Group 2: Additional Notable Companies - Semiconductor Manufacturing International Corporation (SMIC) has a market capitalization of $472.08 million, ranking eighth [4]. - JD.com and Tencent Music are positioned ninth and tenth, with market capitalizations of $450.04 million and $309.78 million, respectively [4]. - Baidu and Li Auto are also significant players, with market capitalizations of $304.03 million and $291.16 million [4]. Group 3: Emerging and Smaller Companies - Companies like Xpeng Motors and ZTO Express have market capitalizations of $166.15 million and $154.59 million, respectively [4]. - Other companies in the list include iFlytek with $149.34 million and Baosight Software with $95.10 million [4][5]. - The list also features companies like Kingdee International and Wancloud Data, with market capitalizations of $70.72 million and $67.09 million, respectively [5].

（原标题：25.36亿元资金今日流出传媒股） 沪指7月10日上涨0.48%，申万所属行业中，今日上涨的有18个，涨幅居前的行业为房地产、石油石化，涨幅分别为3.19%、1.54%。跌幅居前的行 业为汽车、传媒，跌幅分别为0.62%、0.54%。传媒行业位居今日跌幅榜第二。 传媒行业今日下跌0.54%，全天主力资金净流出25.36亿元，该行业所属的个股共130只，今日上涨的有49只，涨停的有2只；下跌的有72只，跌停 的有2只。以资金流向数据进行统计，该行业资金净流入的个股有34只，其中，净流入资金超3000万元的有8只，净流入资金居首的是华媒控股， 今日净流入资金1.37亿元，紧随其后的是省广集团、智度股份，净流入资金分别为1.30亿元、6101.31万元。传媒行业资金净流出个股中，资金净 流出超亿元的有8只，净流出资金居前的有ST华通、三七互娱、光线传媒，净流出资金分别为7.10亿元、2.50亿元、1.78亿元。（数据宝） 传媒行业资金流入榜 | 代码 | 简称 | 今日涨跌幅（%） | 今日换手率（%） | 主力资金流量（万元） | | --- | --- | --- | --- | --- | | 00 ...

Group 1 - The core index of the cultural industry, the China Securities Cultural Industry Index, closed at 1881.59 points, showing mixed performance among the three major A-share indices [1] - The China Securities Cultural Industry Index has increased by 4.85% in the past month, 16.46% in the past three months, and 11.27% year-to-date [2] - The index includes companies involved in various cultural sectors such as news publishing, broadcasting, cultural arts, and creative services, reflecting the overall performance of listed companies in the cultural industry [2] Group 2 - The top ten weighted companies in the index include Focus Media (10.15%), Giant Network (5.14%), and Kaiying Network (4.98%), among others [2] - The index's holdings are primarily listed on the Shenzhen Stock Exchange (77.41%) and the Shanghai Stock Exchange (22.59%) [2] - The industry composition of the index shows that communication services account for 95.23%, consumer discretionary for 3.18%, and industrials for 1.59% [2] Group 3 - The index samples are adjusted semi-annually, with adjustments occurring on the next trading day after the second Friday of June and December [3] - Weight factors are generally fixed until the next scheduled adjustment, with special circumstances allowing for temporary adjustments [3] - Companies that are delisted or undergo mergers, acquisitions, or splits are handled according to specific calculation and maintenance guidelines [3]

来自游戏行业的三重共振！ | 作者 | | 观韬 | | --- | --- | --- | | 编辑 | | 小白 | 4月份以来，A股游戏板块持续走强，截止2015年7月4日收盘， 中证动漫游戏指数（930901.CSI，以 下简称"动漫游戏指数"）在收复4月初关税摩擦缺口后一路上涨，按期间最低点计算，已累计上涨超3 0%。 （K线，动漫游戏指数4月1日- 7 月4日） 市场上目前同游戏相关的指数不算多，而动漫游戏指数可以说是其中纯度最高的，指数中包含的游戏 行业上市公司占比超过80%，指数的持续上涨也大概率意味着整个行业正在产生积极的变化，这引起 了风云君的兴趣。 政策东风起，头部企业蓄势待发 任何行业的发展离不开政策的支持，近两年来，游戏行业可以说是春风不断。 6月24日，国家新闻出版署公布了2025年6月份国产及进口网络游戏的审批信息，当月共发放国产游戏 版权号147款，进口游戏版号11个，共计158款游戏获得 版权号。 很多老铁对这个数据没概念，如果我们拉长时间轴会发现，2018年以来，单月审批版号超过150个月 份并不算多，而6月份的版权号数量已悄然攀升至2021、2022年的版权号暂停发放风波 ...

Core Viewpoint - The Shanghai Composite Index fell by 0.13% on July 9, with the media and agriculture sectors showing the highest gains, while the non-ferrous metals and basic chemicals sectors experienced the largest declines [1] Market Performance - 17 out of the 28 sectors in the market saw an increase, with the media sector leading at a rise of 1.35% and agriculture at 0.65% [1] - The media sector attracted a net inflow of 10.55 billion yuan, while the overall market saw a net outflow of 38.54 billion yuan [1][2] - The electronic sector had the largest net outflow of 7.79 billion yuan, followed by non-ferrous metals with 5.41 billion yuan [1] Media Sector Analysis - The media sector had 130 stocks, with 97 rising and 29 falling; 2 stocks hit the daily limit up while 1 hit the limit down [2] - The top three stocks with the highest net inflow in the media sector were: - Zhongwen Online: 446 million yuan - Zhangyue Technology: 241 million yuan - Huanrui Century: 186 million yuan [2] - The stocks with the largest net outflow included: - ST Huayun: -101 million yuan - Xinghui Entertainment: -73 million yuan - Shenzhou Taiyue: -66 million yuan [3] Fund Flow in Media Sector - The media sector saw a total of 63 stocks with net inflows, with 6 stocks having inflows exceeding 100 million yuan [2] - The media sector's inflow and outflow rankings highlight significant movements in capital, indicating investor sentiment and market dynamics [2][3]