（文章来源：每日经济新闻） 影视ETF（516620）跟踪的是中证影视指数（930781），该指数从A股市场选取涉及影视制作、发行及 放映等业务的上市公司证券作为样本，涵盖影视动漫制作、电视广播、视频媒体、院线等多个领域，以 反映影视娱乐行业相关上市公司证券的整体表现。该指数强调全产业链覆盖，包括内容创作到终端消费 环节，充分体现文化娱乐产业的特点。 华鑫证券指出，2026年一季度AI应用与内需双轮驱动仍可期，传媒行业中的数字营销、电商、内容及 体验经济均是AI商业化的较好场景。数字营销板块GEO（生成式引擎优化）技术成为AI时代的新型优 化手段，通过优化企业在生成式AI搜索结果中的可见度和排名获取精准流量，蓝色光标等企业已率先 卡位布局。影视院线方面，2026年春节档已定档《飞驰人生3》等影片，优质视觉大片对观影需求的拉 动韧性较强，院线分成比例较高，可关注影片供给提升带来的机会。此外，AI应用在垂类场景持续渗 透，如数字人、AI陪伴玩具等创新形态，万达电影推出数字男团Vexel及AI互动玩偶，推动虚实融合体 验。微短剧市场规模2025年已达677.9亿元，超越同期电影票房，成为数字文化消费主力，漫剧市场亦 ...

Group 1: Digital Cultural Consumption Trends - The cultural consumption market in Beijing is thriving during the "May Day" holiday, with new cultural performances and digital consumption experiences attracting consumers [1][6] - A newly launched VR cinema in the 798 Art District has drawn many young consumers, offering immersive experiences through advanced technology [1][3] Group 2: VR Experience and Engagement - The VR immersive exhibition features stunning visual arts and surround sound, providing consumers with a refreshing experience [3] - Visitors can engage in a 30-minute underwater adventure with a VR headset, exploring various themes across five exhibition halls [4] Group 3: Visitor Engagement and Economic Impact - The 798 Art District experienced a significant increase in visitor numbers during the holiday, with an average of approximately 60,000 visitors per day [6] - The "May Day" holiday saw the introduction of first-time stores and exhibitions, contributing to a surge in consumer activity [6] Group 4: Cultural Exhibitions and Experiences - The "Like Dunhuang" exhibition in Beijing features a 1:1 replica of the Mogao Caves, providing a unique cultural experience without traveling to Gansu [8][10] - The exhibition includes intricate designs and original sculptures from the Tang Dynasty, creating an immersive cultural visual feast for visitors [8][10] Group 5: Visitor Statistics and Future Plans - The "Like Dunhuang" exhibition attracted over 10,000 visitors in just five days during the holiday, with plans for the exhibition to continue until October [11]

央视网消息：记者从商务部了解到，今年"五一"假期，全国消费市场繁荣活跃。据商务部商务大数据监测，假期全国重点零售和餐饮企业 销售额同比增长6.3%。 假期期间，商务部重点监测零售企业家电、汽车、通讯器材销售额同比分别增长15.5%、13.7%和10.5%。商务部重点监测电商平台智能家 居产品销售额同比增长超20%。服务消费持续升温，餐饮文旅市场红火。据商务大数据监测，假期全国重点监测餐饮企业销售额同比增长 8.7%。 北京：数字消费新场景 交互体验聚人气 这个"五一"假期，北京的文化消费市场持续火热，一批首次投入市场的文化演出、数字文化消费新场景，激发了消费活力。 位于北京朝阳区的798文化园区内，全新推出的复合式VR院线，吸引了不少年轻消费者前来体验。实景搭建的VR沉浸展、炫酷的视觉艺 术、环绕式立体声音响效果，让不少消费者有了耳目一新的感觉。 得益于"五一"假期推出的首店、首展等首发经济效应，整个"五一"期间，园区接待游客量持续上升，日均入园量约6万人次。 上海："五一"假期线上线下消费同比增长13.1% 以旧换新备受欢迎。2025年初至5月5日0时，汽车以旧换新补贴申请量突破300万份；消费者购买12大 ...