21:15 中概股盘前表现活跃，迅雷大涨超23%，爱奇艺涨17%，斗鱼涨超9%。 21:30 美股开盘丨美股三大指数小幅低开中概股普涨 道指跌0.14%，标普500指数跌0.09%，纳指跌0.06%。中概股普涨，纳斯达克中国金龙指数涨1.2%，迅 雷涨超21%，爱奇艺涨超16%。诺和诺德涨超5%，其新药获批后降低Ozempic价格。 | 名称 | 现价 | 涨跌 | 涨跌幅 | | --- | --- | --- | --- | | 道琼斯工业指数 | 44883.39 | -62.73 | -0.14% | | 纳斯达克指数 | 21609.23 c | -13.75 | -0.06% | | 标普500 | 6443.85 | -5.95 | -0.09% | 16:34 联合健康美股盘前涨超3%。 （文章来源：第一财经） 21:06 诺和诺德美股盘前涨超5%，美国FDA批准将减肥药Wegovy用于肝病治疗。 ...

智通财经APP获悉，周一，爱奇艺(IQ.US)涨逾19%，报2.38美元。消息面上，8月13日，爱奇艺大家剧 场重磅推出全新剧作《生万物》，并同步登陆CCTV-8黄金档。8月16日，《生万物》内容热度值突破 10000，进入爱奇艺荣誉殿堂。该剧在酷云、灯塔、猫眼等第三方数据平台的多个榜单中持续位列榜 首，其中，酷云数娱数据显示，《生万物》开播首日全端播放量达5724万，次日全端播放量达7742万， 稳居第一。另外，该剧在CCTV-8实时收视率峰值连日破3。 ...

每经AI快讯，8月18日，美股三大指数开盘集体下跌，道琼斯指数跌0.14%，标普500指数跌0.11%，纳 斯达克综合指数跌0.05%。中概股普涨，迅雷涨超21%，爱奇艺涨超16%。诺和诺德涨超5%。 ...

每经记者｜岳楚鹏 每经编辑｜陈柯名 高涵 ④ 【中概股普涨，爱奇艺涨超15%】中概股普涨。截至盘前，小鹏汽车上涨2.94%，携程上涨1.86%，迅雷上涨20.18%，爱奇艺上涨15.07%，怪兽充电上 涨16.6%。 ⑤ 【美联储放松银行加密货币监管，加密货币交易所股齐跌】当地时间15日，美联储发声明称，已停止其在2023年设立的"新型活动监管计划"，该计划 的部分职能是加强银行业的加密货币业务监管。有业内人士担忧，这会使得加密货币市场竞争加剧。截至发稿，Coinbase下跌1.67%，Circle下跌1.07%， Bullish下跌4.39%。 ⑥ 【Wegovy获美批准治疗肝病，诺和诺德涨超4%】近日，诺和诺德公司的明星减肥药Wegovy获得了美国食品药品监督管理局的批准，用于治疗代谢性 脂肪性肝炎，适用于肝脏中度至晚期瘢痕组织的成年人。美国食品药品监督管理局表示，该疾病影响约6%的美国成年人。截至发稿，诺和诺德上涨 4.02%。 ⑦ 【OpenAI员工将出售60亿美元股票】近日，据媒体援引知情人士透露，OpenAI现任和前任员工计划向包括Thrive Capital、软银集团和Dragoneer Inv ...

⑥ 【Wegovy获美批准治疗肝病，诺和诺德涨超4%】近日，诺和诺德公司的明星减肥药Wegovy获得了 美国食品药品监督管理局的批准，用于治疗代谢性脂肪性肝炎，适用于肝脏中度至晚期瘢痕组织的成年 人。美国食品药品监督管理局表示，该疾病影响约6%的美国成年人。截至发稿，诺和诺德上涨4.02%。 ⑦ 【OpenAI员工将出售60亿美元股票】近日，据媒体援引知情人士透露，OpenAI现任和前任员工计划 向包括Thrive Capital、软银集团和Dragoneer Investment Group 在内的投资者集团以5000亿美元估值出售 价值约60亿美元的股票。 ⑧ 【特斯拉在英国提供约六折租车优惠】据央视财经援引英国《泰晤士报》18日报道，由于特斯拉汽 车在英国的销量下滑，美国特斯拉公司日前正向英国汽车租赁公司提供约6折租车优惠，以应对其市场 份额的迅速萎缩。数据显示，7月份，特斯拉汽车在英国的销量降至987辆，同比下降了约60%，而7月 份英国的新车销售总量仅同比下降了约5%。截至发稿，特斯拉下跌0.83%。 ⑨ 【蔚来将进入新加坡、乌兹别克斯坦和哥斯达黎加三地市场】北京时间8月18日，蔚来宣布，将于 20 ...

格隆汇8月18日｜迅雷涨超20%，爱奇艺涨超16%，金山云涨超4%，中通快递、小鹏汽车、名创优品涨 近3%。 ...

Group 1 - Chinese concept stocks showed strength in pre-market trading on August 18, with notable gains in several companies [2] - Xunlei surged over 20%, while iQIYI increased by more than 16% [2] - Kingsoft Cloud rose over 4%, and other companies like ZTO Express, Xpeng Motors, and Miniso saw nearly 3% gains [2]

爱奇艺(IQ.US)盘前涨超12%，报2.23美元。消息面上，8月13日，爱奇艺大家剧场重磅推出全新剧作 《生万物》，并同步登陆CCTV-8黄金档。8月16日，《生万物》内容热度值突破10000，进入爱奇艺荣 誉殿堂。该剧在酷云、灯塔、猫眼等第三方数据平台的多个榜单中持续位列榜首，其中，酷云数娱数据 显示，《生万物》开播首日全端播放量达5724万，次日全端播放量达7742万，稳居第一。另外，该剧在 CCTV-8实时收视率峰值连日破3，真正实现台网双爆。(格隆汇) ...

Investment Rating - The report rates the media industry as "Recommended" [2] Core Insights - The regulatory direction is clear, and the film and television industry is receiving policy support. The State Council issued a notice in early 2025 emphasizing the promotion of high-quality cultural development, particularly in film and animation. This indicates a shift towards supporting quality content production as poor content is phased out [1][2] - The film and television industry is at a turning point similar to the gaming industry following the relaxation of game license regulations. If policy improvements occur as expected, the industry could see a gradual recovery in its business model, with quality long-form projects being accelerated and inventory reduction taking place [3][4] - The gaming industry's recovery path demonstrates the sensitivity of content industries to regulatory changes. The film industry, being supply-driven, could replicate the gaming industry's rebound if approval efficiency improves and regional restrictions are lifted [2][3] Summary by Sections Policy Support - The notice from the State Council highlights the need for quality content creation in the cultural sector, which includes film and television. This is expected to lead to a more supportive environment for quality content production [1][2] Industry Recovery - The film and television sector is positioned for recovery, with expectations of improved commercial models and accelerated project launches. The emergence of short dramas as mainstream content is also noted, which could lead to a more mature industry chain [3][4] Investment Recommendations - The report suggests focusing on companies with content production capacity, industrialization capabilities, and platform advantages. Beneficiary companies include Huace Film & TV, Mango TV, iQIYI, Bilibili, and others [4]

Group 1 - The core viewpoint is that iQIYI is preparing for a secondary listing in Hong Kong, aiming to raise approximately $300 million, as reported by Bloomberg [1] - iQIYI, controlled by Baidu, is in discussions with several international banks regarding the potential secondary listing in Hong Kong [1] - The recent appointment of He Haijian as the chairman of iQIYI and CFO of Baidu adds significance to this listing plan, given his extensive experience in capital operations and corporate management [3] Group 2 - iQIYI's revenue performance is crucial for the success of its Hong Kong listing, as the company previously attempted to list in Hong Kong in 2021 but was unsuccessful [3] - In 2022, iQIYI achieved its first annual operational profit based on non-GAAP standards, with a profit of 2.2 billion RMB [3] - However, in 2024, iQIYI's total revenue decreased to 29.23 billion RMB, and net profit fell significantly to 764 million RMB, indicating challenges in sustaining growth amid fierce competition from short video platforms [3] Group 3 - iQIYI is building a new content ecosystem to find new growth points, having completed the transformation of its micro-short drama products and optimized user experience [3] - The micro-short drama segment shows significant potential in increasing advertising inventory and revenue, despite being in its early development stage [3] - The favorable market environment for IPOs in Hong Kong, with fundraising reaching 106.7 billion HKD this year, supports iQIYI's secondary listing efforts [6]