AI春晚催化AIGC，影视ETF（516620）大涨7.5%，关注AI应用与板块估值

Group 1 - The core viewpoint is that AI applications and domestic discretionary consumption are expected to continuously support the media sector, particularly with the resurgence of digital marketing advertising driven by AI in 2026 [1] - In January 2026, digital marketing advertising is anticipated to be revitalized by the popularity of GEO, while in February, major internet companies are expected to engage in digital red envelopes to attract new customers for AI products [1] - Douyin has become a partner for the new media program "Vertical Screen Watching Spring Festival Gala" in collaboration with the Central Television, while Alibaba's Qianwen app is sponsoring the Spring Festival Gala of four major TV stations, showcasing creative programs using AI-generated videos and image recognition [1] Group 2 - The cinema sector is expected to benefit from the diverse film lineup during the 2026 Spring Festival, catering to various viewing demands, with the cinema chain being a focal point for AIGC [1] - The upstream of the cinema chain is the landing point for AIGC, while the downstream extends to IP and AI experience economy [1] - The Film and Television ETF (516620) tracks the CSI Film and Television Index (930781), which selects listed companies involved in film production, distribution, and screening to reflect the overall performance of the film industry in the A-share market [1]