影视ETF（516620）盘中涨超1.2%，政策与内容供给改善提振行业预期

Group 1 - The media industry is actively advancing in AI applications, with Alibaba planning to enhance its consumer-facing AI application layout, competing with ChatGPT. The Tongyi App has been renamed to Qianwen App, featuring core functions such as conversational Q&A and intelligent writing, and has seen a rapid rise in rankings [1] - Tencent is promoting AI functionalities through WeChat Agent and Yuanbao, with Yuanbao App achieving 73.29 million monthly active users and ranking sixth globally [1] - ByteDance's Doubao and Douyin have integrated features covering short video search, e-commerce, and local life services, maintaining a position in the iOS free app Top 3 for 300 consecutive days [1] Group 2 - Meitu Company has gained traction in overseas markets with AI features like AI dressing and AI snow scenes, topping application store rankings in multiple countries for two consecutive months [1] - The film market is expected to recover with the introduction of films like "Zootopia 2" at the end of the year, and a rich lineup for the Spring Festival, including major films such as "Silent Awakening" and "Fast and Furious 3" [1] - The IP derivative business remains robust, with companies like Yuewen Group and Shanghai Film actively engaging in comic and game licensing, driving revenue growth [1] Group 3 - The Film ETF (516620) tracks the CSI Film Index (930781), which selects listed company securities involved in content production, distribution, and related services from the A-share market to reflect the overall performance of the film and entertainment industry [1] - The index constituents are primarily distributed on the Shenzhen Stock Exchange, with a high proportion in the communication services sector [1]