2月10日，米哈游发布公告，此前，米哈游聘任上海市汇业律师事务所(以下简称"汇业律所")为公司常 年法律顾问，由其为米哈游提供诉讼法律服务。 米哈游称，在汇业律所为米哈游提供法律服务期间，汇业律所管委会委员、高级合伙人周开畅律师在明 知代理远景公司诉讼案件涉及利益冲突的情况下，仍私自实施超出与远景公司法律顾问合同服务范围 的、指派实习律师吴某继续帮助远景公司收集、固定诉讼证据并提供给远景公司的行为，涉嫌违反律师 法的相关规定。 米哈游表示，鉴于上述侵害公司权益的情况，米哈游决定终止与上海市汇业律师事务所的一切合作关 系，停止委托其处理任何与米哈游相关的法律事务，同时，将上海市汇业律师事务所永久列入公司合作 方黑名单，永不合作。 专家说法：缘何被"解聘"？ 官方资料显示，汇业律师事务所创立于1999年，经过二十六年的发展，汇业聚焦商事法律服务等多重领 域，已成为中国领先的综合性律师事务所之一，现有执业律师和专业人员两千余名。 汇业的核心业务涵盖公司法、并购重组、外商投资、知识产权、反垄断、劳动与人力资源、金融证券、 破产清算及争议解决等领域，并在互联网科技、娱乐、能源与环保、医疗与健康等领域积累了丰富经 验，长 ...

当一项技术让见惯大场面的创作者连呼"恐怖"，当"人人可做AI导演"从畅想照进现实，视频生成的变革浪潮已呼啸而至。 字节跳动旗下视频生成模型Seedance 2.0自2月7日低调亮相，旋即在海内外创作圈与资本市场掀起双重海啸。2月10日，A股影视板块应声沸腾：其中，捷成 股份20CM涨停，光线传媒（核心股）20CM涨停，文投控股、欢瑞世纪、上海电影、横店影视、博纳影业10CM涨停。 行业顶端的创作者们感受最为直接与震撼。游戏科学创始人、《黑神话：悟空》制作人冯骥深度体验Seedance 2.0后，在微博上毫不吝啬地给出"地表最强， 没有之一"的评价，并断言"AIGC的童年时代，结束了"。 然而，在这场技术狂欢中，冯骥也发出了冷静的预警："逼真的假视频将变得毫无门槛，而现有的知识产权与审查体系会面临空前冲击。"这种担忧并非孤 例，知名科技博主"影视飓风"创始人Tim（潘天鸿）在测评视频中，先后六次用"恐怖"来形容Seedance 2.0的能力与影响。 为亲身验证这股技术浪潮的边界与冲击，2月10日，《每日经济新闻》记者分别拿到了Seedance 2.0和同样于近期（2月4日）上线的快手可灵AI 3.0内测名 额， ...

临近春节档电影上映，电影板块异动频频。实际上，影视传媒板块自年初以来始终是热门投资方向。数据显示，截至2月10日，国泰影视主题ETF和银华 影视主题ETF年内涨幅均超30%，暂居ETF涨幅榜第二、第三位；广发传媒ETF、鹏华传媒ETF年内涨幅均超过25%，分列第四、第五位。另有1只文娱传 媒ETF年内涨幅超20%，暂居第九位。 双重催化 "除春节档临近外，影视股异动还有多重核心驱动因素。"排排网财富公募产品运营曾方芳向《国际金融报》记者表示：一是行业经历供给侧出清后迎来复 苏拐点，政策优化与优质内容供给增加，叠加文娱消费需求释放；二是板块估值处于历史相对低位，与改善的基本面形成背离，估值修复需求吸引资金； 三是影视IP通过游戏、衍生品等多元变现模式逐步成熟，提升长期盈利预期；四是内容出海加速，融资客持续抢筹龙头标的，资金面提供支撑。 2月10日，A股市场全天震荡，个股表现分化，沪指窄幅收涨。板块方面，文化传媒板块领涨，1只影视ETF（交易型开放式指数基金）尾盘涨停，多只影 视、游戏、传媒主题ETF涨幅位居全市场前列。截至2月10日，今年以来影视传媒相关主题ETF表现在所有ETF中领跑。 | 序号 代码 | | ...

Core Viewpoint - The gaming sector is experiencing significant activity, with several companies showing notable stock price increases and engaging in diverse gaming-related business strategies. Group 1: Company Highlights - Zhongwen Online (300364.SZ) has a latest stock price of 42.34 CNY, with a daily increase of +20.01%, focusing on IP derivative development to transform literary IP into various forms including games [1] - Wento Holdings (600715.SH) has a latest stock price of 2.61 CNY, with a daily increase of +10.13%, covering mobile games, web games, and H5 game development, publishing, and operation [2] - Aofei Entertainment (002292.SZ) has a latest stock price of 10.88 CNY, with a daily increase of +10.01%, leveraging its own IP to develop and collaborate with external partners for various game types [3] - Huayi Brothers (300027.SZ) has a latest stock price of 2.36 CNY, with a daily increase of +14.01%, participating in mobile esports game development and publishing through a stake in Hero Interactive [4] - Bainian Qiancheng (300291.SZ) has a latest stock price of 9.90 CNY, with a daily increase of +9.03%, focusing on the field of interactive games and actively collaborating with partners for development [5] Group 2: Additional Company Insights - Zhongwen Media (600373.SH) has a latest stock price of 10.29 CNY, with a daily increase of +7.97%, dedicated to self-developing and operating mobile games, as well as acting as an agent for third-party developed games [6] - Ke Ying Network (002517.SZ) has a latest stock price of 24.42 CNY, with a daily increase of +7.06%, specializing in the development, operation, and publishing of high-quality mobile and web games [8] - Xinghui Entertainment (300043.SZ) has a latest stock price of 7.52 CNY, with a daily increase of +6.97%, recognized as a representative brand for domestic mobile games, integrating development, publishing, and operation [9] - Zhejiang Shuju Culture (600633.SH) has a latest stock price of 16.18 CNY, with a daily increase of +6.66%, focusing on online chess, esports platforms, and tabletop games [10] - ST Saiwei (300044.SZ) has a latest stock price of 7.25 CNY, with a daily increase of +6.30%, involved in mobile and web game development [11]

Group 1 - The article discusses the impact of AI, particularly Genie3, on the gaming industry, highlighting both excitement and concern among investors and developers [2][32]. - There is a notable reaction from the gaming sector, with significant stock price drops for companies like Take Two (down 10%), Unity (down 27%), and Roblox (down 13%) following the introduction of Genie3 [2]. - The potential of AI in game development is emphasized, suggesting that it could streamline the creation process, allowing developers to quickly generate interactive prototypes, thus reducing costs and time [23][28]. Group 2 - Genie3 allows users to create 3D environments from simple inputs, showcasing its ability to generate interactive content, although it currently lacks the depth and complexity of traditional games [8][14]. - The article mentions that while Genie3 is not yet fully accessible to the public, its subscription model (at $250/month) has generated interest among users eager to experiment with its capabilities [21]. - The emergence of similar AI tools from companies like Taptap Maker and Ant Group indicates a competitive landscape in AI-assisted game development, suggesting a shift in how games may be created in the future [25][27]. Group 3 - The concept of "world models" is introduced, explaining that AI can learn and predict interactions within virtual environments, which is crucial for developing engaging games [28][29]. - The article reflects on the broader implications of AI tools like Genie3, indicating a shift in creative processes within the industry and the potential for democratizing game development [32]. - The ongoing evolution of AI in gaming raises questions about the future of game creation, with the possibility of AI playing a more central role in developing interactive virtual worlds [29][32].

zhanggang@ccnew.com 021-50586990 航天传媒行业领涨 A 股小幅上行 ——市场分析 分析师：张刚 登记编码：S0730511010001 相关报告 《市场分析：成长行业领涨 A 股震荡上行》 2026-02-09 《市场分析：电池电子行业领涨 A 股先抑后 扬》 2026-02-06 《市场分析：金融消费行业领涨 A 股小幅震 荡》 2026-02-05 联系人： 李智 电话： 0371-65585629 地址： 郑州郑东新区商务外环路10号18楼 地址： 上海浦东新区世纪大道 1788 号 T1 座 22 楼 证券研究报告-市场分析 发布日期：2026 年 02 月 10 日 投资要点： ◼ A 股市场综述 周二（02 月 10 日）A 股市场冲高遇阻、小幅震荡上行，早盘股指高 开后震荡上行，盘中沪指在 4134 点附近遭遇阻力，午后股指维持震 荡，盘中文化传媒、游戏、航天航空以及医疗服务等行业表现较 好；贵金属、珠宝首饰、光伏设备以及能源金属等行业表现较弱， 沪指全天基本呈现小幅震荡上扬的运行特征。创业板市场周二震荡 回落，创业板成分指数全天表现弱于主板市场。 ◼ 后市研判及 ...

（记者 曾健辉） 每经AI快讯，恺英网络2月10日晚间发布公告称，2026年2月10日，公司以集中竞价交易方式首次回购 股份，回购股份数量约206万股，占公司总股本的0.1%，其中，最高成交价为24.58元/股，最低成交价 为23.78元/股，成交总金额约为4998万元，本次回购符合相关法律法规的要求，符合既定的回购方案。 每经头条（nbdtoutiao）——10倍价差刷屏！"外国人来华就医"火了，三位亲历者这样说⋯⋯ ...

格隆汇2月10日丨恺英网络(002517.SZ)公布，2026年2月10日，公司以集中竞价交易方式首次回购股 份，回购股份数量206.1万股，占公司总股本的0.10%，其中，最高成交价为24.58元/股，最低成交价为 23.78元/股，成交总金额为4997.97万元（不含交易费用），本次回购符合相关法律法规的要求，符合既 定的回购方案。 ...

ETF Industry News - The three major indices showed mixed results, with the Shanghai Composite Index rising by 0.13%, the Shenzhen Component Index increasing by 0.02%, and the ChiNext Index declining by 0.37. Multiple ETFs in the media sector saw significant gains, with the Film ETF (159855.SZ) up by 9.98%, the Film ETF (516620.SH) rising by 9.48% and hitting a temporary limit, and the Gaming ETF (159869.SZ) increasing by 5.56% [1][2][3]. Market Trends - According to Huaxin Securities, the media sector is expected to be supported by AI applications and domestic discretionary consumption. By January 2026, digital marketing advertising is anticipated to be revitalized by AI applications, with major internet companies like Tencent, Alibaba, and Baidu launching cash digital red envelopes to attract new customers for AI products during the Spring Festival [2]. - The A-share ETF market is experiencing a shift in funding patterns as of 2026, with traditional broad-based ETFs seeing outflows while ETFs in high-growth sectors such as chemicals, communications, and non-ferrous metals are attracting inflows. This trend aligns with the latest earnings forecasts from listed companies, highlighting three core investment themes: AI, price increase chains, and overseas expansion [3]. Daily Market Overview - The A-share market indices showed varied performance, with the Shanghai Composite Index closing at 4128.37 points, the Shenzhen Component Index at 14210.63 points, and the ChiNext Index at 3320.54 points. The Nikkei 225, STAR Market 50, and Hang Seng Index performed well, with daily increases of 2.28%, 0.91%, and 0.58%, respectively [4]. - In terms of sector performance, the media, comprehensive, and home appliance sectors led the day with increases of 4.27%, 2.15%, and 1.11%, while real estate, food and beverage, and retail sectors lagged behind with declines of -1.4%, -1.31%, and -0.87% [4]. ETF Market Performance - The overall ETF market showed varied performance across different categories. Cross-border ETFs performed the best with an average increase of 0.59%, while commodity ETFs had the worst performance with an average decline of -0.38% [10]. - The top-performing ETFs today included the Film ETF (159855.SZ), the Film ETF (516620.SH), and the Gaming ETF (159869.SZ), with returns of 9.98%, 9.48%, and 5.56%, respectively [13]. Trading Volume by ETF Category - The top three ETFs by trading volume were the A500 ETF Huatai (563360.SH) with a trading volume of 8.525 billion, the A500 ETF Southern (159352.SZ) with 6.167 billion, and the CSI A500 ETF (159338.SZ) with 5.562 billion [17].

Group 1 - The report outlines a grid trading strategy that capitalizes on price fluctuations rather than predicting market trends, making it suitable for volatile markets [4][14] - Characteristics of suitable grid trading targets include being exchange-traded, having stable long-term trends, low transaction costs, good liquidity, and high volatility, with equity ETFs being particularly appropriate [4][14] - The report highlights specific ETFs for grid trading, including the Huashan Software ETF, which focuses on domestic software development and AI commercialization opportunities [5][15] Group 2 - The report discusses the E Fund Robotics ETF, which benefits from the dual drivers of smart manufacturing upgrades and accelerated penetration of the robotics industry, with significant growth in industrial and service robot production expected [5][18] - The E Fund Securities and Insurance ETF is noted for its short-term catalysts from January's strong market performance and long-term policy benefits from the "Financial Power" strategy and ongoing capital market reforms [6][20] - The report emphasizes the gaming ETF, which is supported by the normalization of game license approvals and the transformative impact of AI technology on the gaming industry, leading to significant revenue growth in both domestic and international markets [8][23]