Core Viewpoint - Guangdong has launched a comprehensive cultural industry development policy package, consisting of 87 measures aimed at enhancing the quality and integration of the cultural sector, which includes film, performing arts, animation, online games, esports, and online audio-visual content [1][3][17]. Group 1: Policy Impact on Film and Performing Arts - The policy package has led to significant achievements in the film industry, exemplified by the film "Day Hanging in the Sky," which became the first Guangdong film to enter the Venice International Film Festival's main competition and won Best Actress for its star [3]. - The "first performance + first show + first release" policy has attracted high-profile artists to perform in Guangzhou, making the "concert economy" a new driver for cultural tourism consumption in Guangdong [3][4]. - The implementation of the "Guangzhou Implementation Measures for Promoting Television and Online Drama Production" has created a supportive ecosystem for the entire production lifecycle, attracting nearly 20 leading companies and top talents to settle in Guangzhou [3]. Group 2: Animation Industry Transformation - The introduction of 15 policies for the animation industry has addressed core pain points, promoting the production of all-age original IP content and providing risk-sharing for project incubation [6][7]. - The success of the "Pig Pig Hero" IP's 20th anniversary film and the international recognition of "Falling into Dust" highlight the effectiveness of the policy support in fostering creativity and global outreach [7]. - Guangdong's animation sector has expanded beyond box office reliance to include merchandise, cross-industry collaborations, and international distribution, showcasing a comprehensive ecosystem [7][8]. Group 3: Esports and Online Gaming Growth - The establishment of service centers for gaming companies in Guangzhou has facilitated localized support and overseas expansion for the gaming industry [10]. - The number of top-tier esports events in Shenzhen has increased by 300% compared to the previous year, indicating a growing interest and investment in the esports sector [10]. - The integration of esports with local tourism has resulted in significant increases in daily foot traffic and sales in surrounding areas, demonstrating the economic impact of esports events [10]. Group 4: Talent Attraction and Development - The "policy package" emphasizes talent recruitment and development, with over 100,000 recent graduates attracted to Guangdong for employment and entrepreneurship [14]. - Various cities in Guangdong have implemented targeted policies to support talent retention, including housing benefits and job placement services [14]. - The "Cultural Industry Talent Fair" aims to connect over 18,000 quality job opportunities with job seekers, reflecting the region's commitment to building a skilled workforce [14]. Group 5: Capital Support and Investment - The Guangdong Cultural Industry Investment Conference serves as a platform for connecting cultural resources with financial capital, achieving a significant investment conversion rate in previous events [16][17]. - This year's conference will feature targeted investment opportunities across six cultural sectors, highlighting the importance of capital in driving industry growth [16]. - The collaboration between policy support and capital investment is creating a closed-loop ecosystem for cultural industry development in Guangdong [17][18].

一根放量大阳线，千军万马来相见。 私募基金有足够仓位吗？ 没有 保险有足够仓位吗？ 没有 公募基金有足够仓位吗？ 似乎有，但其实可以认为没有。 昨天沪深300指数上涨2.34%，偏股混合基金指数上涨1.58% 1.58/2.34=0.67 外资有足够仓位吗？ 没有 底部的 筹 码被谁买走了？ 产业资本和国家队 产业资本 ETF 这些筹码短期会抛出来吗？ 显然不会 私募，保险，公募，外资， 他们有业绩基准吗？ 都有。 沪深300指数，或MSCI 新兴市场指数。 如果跟不上基准会怎样？ 已经连续亏了2，3年，跌得跟基准一样多，甚至比基准还多，如果上涨又跟不上，只能下岗了。 年底年初是一个重要的时候 还有一个交易日，就会进入新的一年，新的一轮机构赛狗游戏即将开始。 留给武举人们布局新赛季的时间不多了。 谁能在黄四郎的碉堡抢到最多的黄金，谁会跟不上业绩基准，比谁跑得快了。 中期的基本面和流动性支持吗？ 请参考： 美元黄昏（一） 美元黄昏（二）人民币资产崛起 附：一周前的雪球嘉年华对话内容： 后续政策包出来，效果会超预期 明年年初是非常重要的变盘点 方三文：是不是一发出来，市场就会涨起来？ 李蓓 ：市场的涨和政策的到位 ...