"致敬每一个勇敢出发的自己。"这是动画电影《浪浪山小妖怪》放映结束时屏幕上出现的话。截至8月 18日，猫眼电影数据显示，影片累计票房超过10亿元，成为中国影史二维动画电影票房冠军。 电影的火热也延续到了正在进行的2025上海书展，第一财经现场探访发现，与"小妖怪"相关的周边和新 书都受到读者欢迎，不时可以偶遇"草台取经班子"。8月18日，在书展发布的新书《商解西游：修成正 果的智慧》，本来是从商业角度重新解读《西游记》，作者李光斗在首发式上也多次提到这部动画电 影。 "《西游记》是最被低估的四大名著，从去年大火的游戏《黑神话·悟空》，到热映的《浪荡山小妖 怪》，未来将是一个关于《西游记》IP大量爆发的时代。"按照李光斗的理解，《水浒传》是对编制的 渴望，《三国演义》是追求编制的努力，《红楼梦》是失去编制的焦虑，而《西游记》是关于神仙也得 书展上，与浪浪山相关的新书也趁热打铁发布，从更多维度讲述小妖怪们的故事。《浪浪山小妖怪：电 影美术设定集》，收录了视觉海报、角色设计、场景原画、美术探索、设计延展、幕后特辑，展现了小 猪妖、蛤蟆精、黄鼠狼精和猩猩怪等角色，从性格、身份到表情、道具的完整设定。《浪浪山小妖怪官 ...

Market Overview - On August 18, the A-share market saw significant gains, with all three major indices rising and over 4,000 stocks increasing in value [1] - The total trading volume of ETFs exceeded 400 billion yuan for the fourth consecutive trading day, reaching 418.9 billion yuan on August 18 [2][8] ETF Performance - Among the 1,259 listed ETFs, 1,054 experienced price increases, with notable performances from rare earth, AI, film, communication, 5G, and medical device-themed ETFs [1][6] - Two rare earth ETFs saw gains exceeding 6%, indicating strong market interest [1] - The rare earth ETF (516780) recorded a trading volume of 456 million yuan, a 94.04% increase compared to the previous day, marking a new high since 2025 [3] Rare Earth Sector Insights - The rare earth ETF (516780) has seen a remarkable increase of over 95% in the past year, reflecting strong demand in the industry [4] - Demand for rare earth materials is expected to rise as the industry enters a traditional consumption peak in August, with major manufacturers' orders extending into mid-September [5] - The rare earth ETF has accumulated 685 million yuan in investments since June, with its scale growing nearly 130% to 2.029 billion yuan, highlighting its liquidity and investment potential [5] Growth Style ETFs - Growth-oriented ETFs, particularly in sectors like medical devices, communication, and innovative pharmaceuticals, showed significant price increases [6] - Specific ETFs such as the communication equipment ETF and medical device ETF recorded gains of 5.02% and 5.00%, respectively [7] Future Market Outlook - The A-share market is expected to maintain an upward trend, driven by continued loose monetary policy and increased capital allocation to the stock market [10] - The demand for AI-related technologies is surging, contributing to high investment interest in sectors like GPUs, ASIC chips, and innovative pharmaceuticals [10]

8月18日，影视板块个股全线飙涨，午间收盘时，共4只股票一度20cm涨停，分别是华智数媒、百纳千成、华策影视、芒果超媒。 收盘时，华策影视和华智数媒维持涨停，芒果超媒和百纳千成打开涨停。 而从8月15日起，网上开始流传由该通知内容整合而成的"21条"，其中即包含上述"取消40集上限""不严格限制古装剧数量"以及"缩短电视剧审查周期""试行 边审边播机制"等改革措施。不过，传闻中涉及境外的部分可能并不准确。 某种程度上，这也意味着过去影视剧行业的"40集上限""限古令"等监管政策有望迎来重大变更。 值得注意的是，今年年初，国务院办公厅即印发《关于推动文化高质量发展的若干经济政策》的通知，文件明确强调要推动文化领域精品创作，特别包括影 视、动漫等重点内容创作。 华西证券认为，传媒板块可参考游戏行业复苏路径：2023年起版号放宽后，2024年游戏行业净利润同比增长472%，2025年半年报净利增速达191%，验证内 容产业对政策敏感度高。影视行业若审批效率提升、题材限制放宽，或复制游戏行业快速反弹逻辑。 从行业走向来看，2025年上半年，国内影视剧市场显现出"存量竞争趋烈、内容创新破局"的新态势。长视频平台在承压之 ...

《每日经济新闻》记者独家获悉，该举措属实，且8月18日广电总局专门召开了两个小时的视频会，解 读具体内容。"所有地方（电影）局和代表企业都参加。"一位参加了该会的影视公司负责人告诉记者。 举措内容包含打破40集上限、放开季播剧间隔限制、松绑古装剧播出比例等，每一条都精准切中行业痛 点。 每经记者｜杜蔚 毕媛媛 每经编辑｜陈俊杰 8月18日，影视板块迎来久违的大爆发：华智数媒、华策影视、慈文传媒、吉视传媒、欢瑞世纪等多股 涨停。这轮影视股的狂飙，与上周五开始流传的一份名为"（广电）总局新印关于电视剧创作的若干举 措（21条）"（以下简称广电21条）的内容密切相关。 ...

Group 1 - The summer box office for 2025 has surpassed 10 billion yuan, with a total attendance of 267 million and an average ticket price of 37.3 yuan, led by the film "Nanjing Photo Studio" [1] - A diverse range of 153 films has been released this summer, covering various genres such as history, animation, comedy, and action, catering to different audience preferences [1] - The box office trend shows strong momentum, with continuous week-on-week increases in ticket sales since July, and a total box office expected to exceed last year's figures, supporting the goal of reaching 50 billion yuan for the year [3] Group 2 - The audience composition for this summer's films shows distinct characteristics, with "Nanjing Photo Studio" attracting a significant proportion of female viewers aged 30-39, while "The Legend of Hei 2" appeals to younger female audiences under 25 [3] - The film "Nanjing Photo Studio" has notably activated the lower-tier markets, while comedies like "The Lychee of Chang'an" and "The Stage" have performed well in northern regions [3] - As the summer season approaches its end, upcoming films such as "Death Comes: Bloodline Curse" and "Eden" are expected to contribute positively to the overall box office performance [4]

Market Overview - A-share market reached a historic moment on August 18, with the Shanghai Composite Index rising by 0.85% and hitting a nearly 10-year high of 3741.29 points, surpassing the previous high of 3731.69 points from February 18, 2021 [1] - The total market capitalization of A-shares exceeded 100 trillion yuan for the first time, attracting significant attention from market participants [1] - The trading volume in the Shanghai and Shenzhen markets reached 2.76 trillion yuan, marking a year-to-date high and an increase of 519.6 billion yuan from the previous trading day [2] Sector Performance - AI hardware-related sectors became market focal points, with stocks like Feilong Co. and Cambridge Technology hitting the daily limit [4] - The film and television sector also performed well, driven by strong box office results during the summer season, with stocks like Jishi Media and Huace Film & TV reaching their daily limit [4] - Overall, more than 4,000 stocks in the Shanghai and Shenzhen markets saw gains, with 3,771 stocks rising and 117 stocks hitting the daily limit [4] Market Sentiment and Future Outlook - Analysts suggest that the current market is experiencing a "healthy bull" phase, supported by policy backing and liquidity easing [4][7] - The core driving factors for the ongoing market rally are identified as "policy support + liquidity easing," with expectations for continued upward momentum [4][5] - The market sentiment remains optimistic, with potential for a "structural bull market" as liquidity conditions remain favorable [5][7] Investment Strategies - Analysts recommend maintaining a high position in the market, focusing on sectors such as AI, innovative pharmaceuticals, military, and large financial institutions [7] - There is an emphasis on the importance of institutional participation, with a noted increase in new institutional accounts correlating with the issuance of equity funds [7] - The potential for a new "institutional bull" market is highlighted, driven by positive feedback between asset and liability sides [7]

沪指创近10年新高，两市成交额超2.7万亿 8月18日，A股市场全天交投活跃，沪指创近10年新高，北证50创历史新高，深成指、创业板指均突破去年10月8日高点。截至收盘，沪 指涨0.85%，深成指涨1.73%，创业板指涨2.84%，整体呈现普涨态势。根据统计，沪深两市全天成交额2.76万亿，较上个交易日放量5196 亿，成交额创年内新高。 从板块来看，AI硬件相关板块成为市场焦点，液冷服务器、CPO概念持续火爆，飞龙股份（002536）、剑桥科技（603083）等多股涨 停；影视板块同样表现出色，在暑期档票房火爆的刺激下，吉视传媒（601929）、华策影视（300133）等多股涨停。从个股表现来看， 沪深京三市超4000股飘红，上涨个股达3771只，涨停个股117只。 兴证策略表示，在国家战略方向指引下，叠加关键时刻的政策与资金托底、新动能的持续显现，带动市场信心活化、增量资金入市不断 形成合力之下，当前市场正在经历"健康牛"。 8月18日，A 股市场迎来历史性时刻。沪指涨幅达0.85%，盘中最高触及3741.29点，成功突破2021年2月18日的3731.69点高位，创下自 2015年8月以来的近10年新高 ...

Group 1: ETF Market Overview - Major indices collectively rose, with the Shanghai Composite Index up by 0.85%, Shenzhen Component Index up by 1.73%, and ChiNext Index up by 2.84. Multiple AI ETFs saw significant gains, including Southern AI ETF (159382.SZ) up by 5.87% and Huabao AI ETF (159363.SZ) up by 5.47% [1] - On August 15, stock ETFs experienced a net inflow exceeding 10 billion yuan, driven by strong performances in the brokerage and fintech sectors [2] - Over 2000 public funds with rights achieved new net asset value highs, reflecting strong investor sentiment and optimism for future market movements, particularly in technology, pharmaceuticals, and finance sectors [3] Group 2: Fund Performance and Trends - The competition among banks for fund distribution has intensified, with some small banks offering fund sales at a fee rate as low as 0.1%, indicating a shift towards buyer advisory models in the long term [4] - The overall performance of ETFs showed that thematic stock ETFs had the best average return of 1.79%, while bond ETFs had the worst at -0.27% [9] - The top-performing ETFs included rare earth ETFs and AI-related ETFs, with Southern AI ETF (159382.SZ) achieving a 5.87% increase and over 1300 funds surpassing the 2 yuan mark in net value [11][12] Group 3: Sector and Category Analysis - In sector performance, telecommunications, comprehensive services, and computing sectors led with daily increases of 4.46%, 3.43%, and 3.33% respectively, while real estate and oil sectors lagged [8] - The top five ETFs by trading volume included the Sci-Tech 50 ETF (588000.SH) and the ChiNext ETF (159915.SZ), with trading volumes of 6.905 billion yuan and 5.894 billion yuan respectively [14]

值得强调的是，暑期档多部影片豆瓣高于8分，包括《南京照相馆》《浪浪山小妖怪》《罗小黑战记2》 《捕风追影》《戏台》等，高分佳作影片数量较往年明显增长。观众构成也呈现差异化特征，《南京照 相馆》30-39岁女性观众占比突出，《罗小黑战记2》25岁以下年轻女性观众集中，《戏台》则吸引超4 成年长观众。 新浪科技讯 8月18日下午消息，据灯塔专业版数据，截至8月18日，2025年暑期档（6月1日-8月31日） 总票房（含预售）突破100亿元，《南京照相馆》《浪浪山小妖怪》《长安的荔枝》《侏罗纪世界：重 生》《罗小黑战记2》位列档期票房前五名，其中国产片占据四席，强势引领档期票房。 责任编辑：刘万里 SF014 灯塔方面指出，整体票房走势上，今年暑期档后劲十足。进入7月后连续三周大盘票房环比上涨，并连 续三个周日大盘票房实现逆跌，单日大盘票房更是连续31天破亿。当前距暑期档结束尚有十余天，总票 房有望提前超越去年，为全年票房冲击500亿目标打下坚实基础。 ...

A股刷屏了，主要指数和成交金额均破纪录！ A股今日（8月18日）全线爆发，沪指盘中创近10年新高，深证成指、创业板指均突破2024年10月8日的 高点，北证50指数午后大涨超7%，创历史新高。全A成交额超2.8万亿元，创年内新高；港股亦上扬， 恒生科技指数盘中涨超1%。 具体来看，沪指盘中涨超1%，最高攀升至3745.84点，创近十年新高；创业板指盘中一度涨近4%突破 2600点，北证50指数午后大涨超7%逼近1600点。截至收盘，沪指涨0.85%报3728.03点，深证成指涨 1.73%报11835.57点，创业板指涨2.84%报2606.2点，北证50指数涨6.79%；沪深北三市合计成交28096亿 元，较此前一日增加5364亿元。 值得注意的是，今日，A股市值总和突破100万亿元，创历史新高，为历史上首次突破100万亿元大关。 A股共有12只个股的成交额突破了100亿元，其中东方财富（300059）全日成交450.4亿元，位居首位； 其次为指南针、中兴通讯，分别成交157.9亿元、147亿元。另外，新易盛、同花顺、中际旭创、北方稀 土、工业富联、中信证券、卧龙电驱、寒武纪、天风证券的成交额均超100亿元 ...