影视ETF（516620）涨超2.4%，AI应用与暑期档成行业双主线

Group 1 - The core viewpoint is that the media industry is experiencing a surge in AI applications and cultural confidence through content output, with expectations for a significant year for China's open-source large models and a reshaping of the application landscape [1] - The film industry is seeing improved market conditions driven by key films like "Nanjing Photo Studio," with a notable increase in box office performance, as the summer box office has surpassed 4.9 billion yuan, with nine consecutive days of daily box office exceeding 100 million yuan [1] - The gaming sector is advised to be monitored for opportunities following recent pullbacks, with Q3 expected to have multiple catalysts from the AI industry that could benefit from allocated funds [1] Group 2 - The Film ETF (516620) tracks the CSI Film Index (930781), which selects listed companies involved in film content production, distribution, and screening, reflecting the overall performance of the film industry [1] - The CSI Film Index covers the upstream and downstream industries of the film sector, demonstrating high industry representation and market influence, aimed at capturing the growth potential and volatility of China's film and entertainment market [1]