今日沪股通总成交金额为1244. 54亿，深股通总成交金额为1451 .88亿。 | | 沖殿運（ | 2月13日 | ) | | | --- | --- | --- | --- | --- | | 排名 | 股票代码 | 股票名称 | | 成交金额(亿元) | | 1 | 601899 | 紫金矿业 | | 25.26 | | 2 | 600519 | 贵州茅台 | | 21.84 | | 3 | 688256 | 美丽红 | | 18.75 | | 4 | 603986 | 兆易创新 | | 14.25 | | 5 | 601318 | 中国平安 | | 13.57 | | 6 | 600522 | 中天科技 | | 11.44 | | 7 | 603259 | 约明康德 | | 11.15 | | 8 | 600036 | 招商银行 | | 9.33 | | 9 | 688008 | 澜起科技 | | 9.16 | | 10 | 603993 | 洛阳钼业 | | 9.10 | | | 深股通 ( | 2月13日 | ) | | | 排名 | 股票代码 | 股票名称 | | 成交金额(亿元) | | 1 ...

猫咪暴揍哥斯拉、叶问拳打钢铁侠、孙悟空棒打奥特曼、小学生隔扣詹姆斯……据中国青年报综合报 道，最近，中国的视频生成模型Seedance2.0全球爆火，相关视频也在不少短视频平台刷屏。多位美国 导演或影视从业者使用后，公开表达了诸如"好莱坞要完蛋了"或"这东西说不定真能搞垮好莱坞"的感 慨。 当社交媒体的短视频里突然充满了特效大片之后，哀叹影视剧行业大厦将倾，突然成了一种恐惧情绪的 主旋律。 似乎每隔一段时间，AI恐慌就会定期在不同领域发作，这一次，轮到了影视剧等内容行业的创作者。 过去的文字写作、文生图等AIGC（人工智能生成内容）能力，还只是在内容行业的浅表层技能里，而 电影一直是传统大众认为的"内容行业"最复杂、最具门槛的明珠，却也突然被"入侵"，引发恐慌，也可 以理解。 创意不会被AI取代 其实，我们之所以对"创作被AI取代"这件事如此敏感，主要是因为我们潜意识里认为，内容作品本身是 人类创意、灵感的产物。我们可以接受工厂的流水线被自动化设备替代、可以接受司机驾驶员被无人驾 驶替代，但很难从情感上接受，画家、设计师、摄影师这些传统被视为"艺术创作"的工作，被AI取代。 事实上，仔细分析来看，这一基础假设 ...

Market Overview - A-shares experienced a collective decline on the last trading day before the holiday, with the Shanghai Composite Index falling by 1.26% to 4082.07 points, the Shenzhen Component Index down 1.28% to 14100.19 points, and the ChiNext Index decreasing by 1.57% to 3275.96 points [3] - The trading volume in the Shanghai and Shenzhen markets was only 1.9991 trillion, a decrease of 161.9 billion compared to the previous day [3] Impact of External Markets - The significant drop in U.S. stocks, driven by fears surrounding AI, led to a negative sentiment in the A-share market, with major institutions not stepping in to support the market [5] - The catalyst for the U.S. market decline was a small logistics company's announcement of an AI software that could quadruple delivery efficiency, causing a sell-off in the logistics sector [5] AI Technology Concerns - The market is currently grappling with the unpredictable impacts of AI technology across various industries, leading to a preemptive risk-averse behavior among investors [5] - While AI is expected to enhance productivity and reduce costs, it poses potential threats to certain intermediary sectors, although it is not expected to cause catastrophic damage [6] A-share Market Dynamics - The A-share market has seen excessive speculation around AI-related stocks, with a notable example being the market's initial positive interpretation of ByteDance's Seedance 2.0, which may actually lower industry barriers and reduce future funding and labor needs in the film industry [6] - The market's reaction to AI advancements reflects a duality, recognizing both the productivity benefits and the potential disruptions, particularly concerning employment [6] Trading Data Insights - On the trading day, 3687 stocks declined while only 1463 stocks rose, with a median market drop of 0.77% and a net outflow of 69 billion from major funds [7] - The decline was primarily driven by heavyweight stocks in sectors like coal, electricity, and major banks, which collectively contributed to the market downturn [7] Future Outlook - The Hang Seng Technology Index showed a smaller decline than expected, indicating potential support levels for tech stocks despite the broader market's challenges [9] - As AI applications continue to gain traction and public acceptance, there is potential for a rebound in the Hang Seng Technology Index, warranting further observation [9]

据公告，中南文化与标的公司控股股东江阴电力投资有限公司签署了《股权收购意向协议》，约定公司 通过发行股份及支付现金的方式购买其持有的标的公司股权，最终价格由公司聘请符合《中华人民共和 国证券法》规定的评估机构出具的评估报告结果为定价依据，由交易各方协商确定。上述协议为交易各 方就本次交易达成的初步意向，停牌期间，交易相关方将积极协商，本次交易的具体方案将由交易各方 另行签署正式协议予以约定。 2月12日晚，中南文化（002445）(002445.SZ)发布关于筹划重大资产重组事项的停牌公告，公司拟收购 一家百万千瓦级热电厂并募集配套资金，公司称预计在不超过10个交易日内披露本次交易方案。这起并 购或许意味着公司主业将进一步聚焦"制造+能源"，这家昔日"影视大佬"也将与文化传媒产业渐行渐 远。 被收购电厂总装机容量121.5万千瓦 中南文化公告称，正在筹划通过发行股份及支付现金的方式购买江阴苏龙热电有限公司(以下简称"苏龙 热电")控股权并募集配套资金。根据《上市公司重大资产重组管理办法》等相关法律法规规定，本次交 易预计构成重大资产重组，构成关联交易，不构成重组上市。因有关事项尚存在不确定性，为了维护投 资者 ...

Group 1: Market Overview - In January 2026, the media sector (Shenwan Media Index) rose by 17.94%, outperforming the CSI 300 Index by 16.29 percentage points, ranking second among 31 industries in Shenwan's first-level classification [4][22]. - The current TTM-PE of the Shenwan Media Index is 49.9x, which is at the 98.8th percentile of the past five years, indicating high valuation levels [4][22]. - Notable stock performances include BlueFocus, Tiandi Online, Tianlong Group, and Yidian Tianxia with significant gains, while Guigang Network, Hubei Broadcasting, and Beijing Culture experienced declines [4][27]. Group 2: Gaming Sector - In January 2026, a total of 177 domestic games and 5 imported games were approved, with the cumulative issuance of game licenses reaching 182, a year-on-year increase of 33.8% [29][31]. - The Chinese gaming market is projected to generate revenues of 350.79 billion yuan in 2025, reflecting a year-on-year growth of 7.7% [35]. - Mobile and client games are expected to generate actual sales revenues of 257.1 billion yuan and 78.2 billion yuan respectively in 2025, with growth rates of 7.9% and 15.0% [41]. Group 3: Film and Television Sector - The total box office in January 2026 was 1.964 billion yuan, a year-on-year decrease of 69.2%, primarily due to fewer new releases [55]. - The upcoming Spring Festival period is expected to boost box office performance, with seven films scheduled for release, including "Fast Life 3," which has generated significant pre-release interest [66][72]. - The top-performing series in January included "Punishment 2" with 1.131 billion views, followed by "Pride" and "Xiaoyao" [74]. Group 4: AI Applications - The Seedance 2.0 model has made significant advancements in video generation, allowing for the creation of "director-level" audio and video content, which is expected to catalyze the AI comic series market [86][96]. - The competition for AI application traffic during the Spring Festival is intensifying, with major players like Yuanbao and Qianwen launching aggressive marketing campaigns [6][86]. - The integration of AI applications is anticipated to reshape the content service ecosystem, with a focus on companies like Zhejiang Wenlian and Huimai Technology [6][86]. Group 5: Investment Recommendations - The investment outlook remains positive for AI applications, gaming, and IP toys, with expectations of multiple catalysts during the Spring Festival [6]. - Recommended stocks for January include Giant Network, Kyeing Network, Bilibili, Kunlun Wanwei, and Zhongwen Online, with February recommendations maintaining a similar focus [6].

每经AI快讯，据灯塔专业版，截至2月13日16时13分，2026年春节档期预售总票房突破2亿元。 ...

临近马年春节，多地发放促消费"红包"。 在北京，2026年新春惠民观影活动启动，投入近3000万元新春惠民观影补贴，覆盖全市300余家影院。 在广州，春节前后将发放多轮5000万元政府餐饮消费券，并撬动广东银联等金融机构，美团、抖音等平 台企业推出更多商业优惠券。 业内人士认为，马年春节有9天假期，假期延长叠加一系列促消费政策落地，预计今年春节期间的消费 总量将较去年显著增长。 春节消费发放三大礼包 北京等多地可用发票抽奖 2025年底的中央经济工作会议，将坚持内需主导，建设强大国内市场放在今年工作任务的首位。春节假 期，是促消费、扩内需的好时机。 马年春节，公众将迎来9天假期。贝壳财经记者注意到，从中央到地方，均发布了促春节消费的相关政 策。 据了解，今年春节，商务部联合9部门策划了"乐购新春"春节特别活动，为消费者准备了三大礼包—— 以旧换新、有奖发票及金融支持。 2月11日起，消费者可通过银联云闪付、支付宝、微信支付等平台内的"有奖发票"专区或小程序，上传 或录入符合条件的发票信息，授权后即可参与实时抽奖。 消费券"真金白银"促消费 预计春节消费总量将同比提升 在地方，多地也推出"真金白银"促消费政策。 ...

近期，横店影视聘任楼张旭为副总经理，楼张旭拥有丰富的内部管理经验，曾任职于横店集团及公司多 个核心管理岗位，此次聘任将助力公司进一步强化内部管理，推动业务稳步发展。国信证券同时提到， Seedance2.0与可灵3.0的推出，将AI从概率预测的玩具转化为具备导演级控制权的生产力工具，大幅提升 生成内容的可用率、成功率和生成效率，为影视内容制作带来全新变革机遇。 注：本文由AI根据市场公开信息生成，不构成投资建议，投资有风险，入市需谨慎。 交易所数据显示，2月13日，横店影视开盘低开，早盘阶段整体呈现震荡调整走势；午后开盘后逐步上 行，13：20前后开始快速拉升，随后在高位区间维持震荡运行，截至14：11，处于日内相对高位区域， 午后拉升动能较为充足，推动较开盘价显著上行，整体走势偏强。 | 分时 | 五日 日K 周K 月K 5分 15分 30分 60分 | | 五档盘口 | | 明细 | | --- | --- | --- | --- | --- | --- | | 最新:34.76 | 涨跌额:2.03 涨跌幅:+6.20% | 均价:31.54 2026-02-13 14:14 | 委比 +15.15% ...

南方中证500ETF（510500）成立日期2013年2月6日，最新规模1446.9亿。今年以来收益12.89%，同类 排名576/5569；近一年收益44.3%，同类排名1205/4295；成立以来收益184.08%。 责任编辑：小浪快报 南方中证500ETF（510500）基金经理为罗文杰。 截至发稿，罗文杰累计任职时间12年301天，现任基金资产总规模1713.58亿元，任职期间最佳基金回报 185.79%， 任职期间最差基金回报-47.6%。 资料显示，中国电影产业集团股份有限公司位于北京市海淀区北三环中路77号北京电影制片厂，成立日 期2010年12月9日，上市日期2016年8月9日，公司主营业务涉及影视制片制作、电影发行、电影放映及 影视服务业务。主营业务收入构成为：发行业务37.92%，放映业务30.36%，科技业务17.86%，创作业 务7.00%，服务业务6.10%，酒店服务业务0.44%，其他服务业务0.32%。 从中国电影十大流通股东角度 数据显示，南方基金旗下1只基金位居中国电影十大流通股东。南方中证500ETF（510500）三季度减持 19.6万股，持有股数1086.57万股，占流 ...

2026.02. 13 本文字数：1092，阅读时长大约2分钟 作者 | 一财阿驴 11:31 A股午盘丨创业板指半日跌近1% 截至午盘，沪指跌0.7%，深成指跌0.67%，创业板指跌0.96%，科创综指涨0.34%。 | 代码 | 名称 | 两日图 | 现价 | 涨跌 | 涨跌幅 | | --- | --- | --- | --- | --- | --- | | 000001 | 上证指数 | ww 19 | 4105.04 | -28.98 | -0.70% | | 399001 | 深证成指 | Nº M | 14187.44 | -95.55 | -0.67% | | 399006 | 创业板指 | Non Ma | 3295.99 | -32.07 | -0.96% | | 000680 | 科创综指 | rest and | 1822.29 | 6.14 | 0.34% | 盘面上，油气、海运、黄金、基本金属、煤炭、化工板块跌幅靠前，CPO概念股回调。半导体、商 业航天、存储器、人形机器人题材活跃。 沪深两市半日成交额1.2万亿，较上个交易日缩量1256亿。全市场超2600只下跌。 11:26 上 ...