影视ETF（516620）涨近2%，行业回暖与国庆档预期提振市场情绪

Group 1 - The media industry possesses dual attributes of technology application and discretionary consumption, expected to leverage AI applications to create new consumption scenarios [1] - In terms of policy, the State Council launched the "Artificial Intelligence +" action plan in August 2025, followed by the Ministry of Commerce's announcement in September to expand service consumption policies, supporting the creation of quality works in film, animation, and other fields, while exploring the value of traditional cultural IP [1] - The film industry is seeing a rich supply of films for the National Day holiday, including titles like "Assassination Novelist 2" and "Life of Langlang," with average content quality, while high-quality content is anticipated to drive surrounding derivative economies [1] Group 2 - AI technology is driving the development of movie-level video generation models, enhancing content production efficiency [1] - The overall industry benefits from the spiral development of AI from hardware to application, with the intelligent internet era set to reshape entertainment experiences through immersive technology that integrates multi-sensory interactions, promoting the fusion of virtual and physical worlds [1] - The Film ETF (516620) tracks the CSI Film Index (930781), which selects listed companies involved in film and television production and distribution from the Shanghai and Shenzhen markets, reflecting the overall performance of the film and entertainment industry [1]