四部影片定档2026年春节，已有《惊蛰无声》、《飞驰人生3》、《镖人：风起大漠》和《熊出没·年年 有熊》四部影片正式定档2026年大年初一上映，题材涵盖剧情、喜剧、动画及武侠，类型多元。 华西证券看好最长春节档对电影票房及影院卖品、场景消费等周边产业链的拉动，以及AI漫剧、精品 短剧等新兴内容形态走入主流视野后对文娱产业的提振。 资金持续净买入，传媒ETF(512980)近5日资金净流入10.45亿元，近20日资金净流入85.66亿元，最新规 模突破百亿达110.2亿元，这也是全市场首只百亿级别的传媒主题指数基金。 消息面上，行业迎来多重催化： ChatGPT将推出广告位，进一步推动AI流量价值重估。据报道，OpenAI已通知十余家广告主，计划于2 月初在ChatGPT中上线按展示次数收费的广告服务，初期试运行要求每家承诺支出低于一百万美元。广 告将独立呈现并明确标注，例如可能在用户查询菜谱时展示相关食品品牌广告。公司近期也扩大了实惠 订阅套餐ChatGPT GO的覆盖范围，并将在免费和该档订阅用户中测试广告。 华西证券认为，AI智能体的落地已经验证了AI领域的商业化潜力，若在聊天助手中嵌入广告位的模式 跑通 ...

Group 1 - The media sector is leading the market with the Media ETF Huaxia (516190.SH) rising over 4% [1] - Key holdings in the ETF, such as BlueFocus, Tianlong Group, and Yidian Tianxia, are hitting the 20cm daily limit [1] - The recent resurgence in AI applications has prompted leading domestic media companies to embrace AI technology across marketing, content, and gaming, positioning them to benefit from the upcoming traffic dividends brought by AI [1] Group 2 - The Media ETF Huaxia (516190.SH) offers a quick and low-cost investment option, allowing investors to diversify risk while gaining exposure to high-weighted stocks like BlueFocus, Liou Tianxia, and others, which collectively account for over 22% of the market [1] - The media sector is currently positioned relatively low within the A-share TMT industry and is expected to experience a dual recovery driven by AI industry growth and the entertainment media cycle [1]

Market Overview - On January 29, A-shares opened mixed with the Shanghai Composite Index in the green while the Shenzhen Component and ChiNext Index were in the red. After a brief rise, all three indices turned negative by the time of reporting [1]. Media and AI Sector - The media sector experienced a significant rebound, particularly in AI applications, with companies like InSai Group hitting a 20% limit up. Other notable performers included BlueFocus, Yidian Tianxia, and Tianlong Group, all rising over 10% [2][3]. - InSai Group's stock price reached ¥54.18, marking a rise of ¥9.03 or 20% [4][6]. Precious Metals Sector - The precious metals sector showed a mixed performance, with gold and jewelry stocks initially surging but then quickly retracting. Stocks like Yiqiu Resources and Ding Sheng New Materials maintained their limit up status, while others faced declines [10][12]. - The gold jewelry index saw a sharp drop, with stocks like Cuihua Jewelry hitting the limit down, and other companies like Chao Hong Ji and Zhou Dazheng also experiencing significant declines [12][20]. Gold Prices - Recent trends indicate a remarkable increase in precious metals, with spot gold nearing $5,600 per ounce, setting new historical records. Domestic futures for gold and silver have also shown substantial gains [21].

【导读】传媒板块大爆发，AI应用方向走强；黄金珠宝概念股跳水，萃华珠宝（002731）跌停 大家好！来一起关注最新的市场行情和资讯～ 1月29日，A股三大股指开盘涨跌不一，沪指开盘飘红，深成指、创业板指飘绿。开盘后，市场短期冲高回落。截至发稿，三大指数集体飘绿。 盘面上，上午文化传媒板块大爆发，AI应用方向集体走强；有色金属板块走势分化，黄金珠宝概念股短线跳水；小金属、稀有金属、工业金属等集体走 低。 来看详情—— 传媒板块集体反弹 AI应用再度爆火 传媒板块盘中走强，AI应用方向集体发力。因赛集团（300781）直线上攻，走出20cm涨停；蓝色光标（300058）、易点天下（301171）、天龙集团 （300063）、世纪天鸿（300654）等涨逾10%，华媒控股（000607）、天地在线（002995）、浙文互联（600986）等十余股涨停。 | 序号 代码 | | 名称 | 现价 | 涨跌 | 涨跌幅 ~ | | --- | --- | --- | --- | --- | --- | | 1 | 300781 | 因赛集团 | 54.18 | 9.03 | 20.00% | | 2 | 300058 | ...

Core Viewpoint - The cultural media sector has experienced a significant rally, with the sector index rising over 6% as of January 29 [1]. Group 1: Sector Performance - The sector saw a broad increase in stock prices, with major companies like InSai Group and Shengguang Group hitting the daily limit up [3]. - Notable performers include InSai Group with a 20% increase, and other companies such as BlueFocus and Yidian Tianxia rising over 10% [3]. Group 2: Individual Stock Highlights - Liujin Technology increased by 28.57%, with a market value of 14 billion and a current price of 43.11 [4]. - InSai Group rose by 20%, with a market value of 54.18 billion and a current price of 88.95 [4]. - BlueFocus saw an 18.52% increase, with a market value of 24.15 billion and a current price of 866.3 [4]. - Other notable increases include Dalong Group (+17.12%), Yidian Tianxia (+15.19%), and Zhidingtou (+14.58%) [4].

1月29日，港股三大指数低开震荡，互联网龙头逆市走强，截至发稿，快手-W、小米集团-W涨近2%， 腾讯控股跟涨。此外，东方甄选绩后大涨13%，迈富时、阅文集团等AI应用概念股涨幅居前，阿里巴 巴-W，美团-W微跌。 东方甄选最新公布了截至2025年11月30日止六个月的中期业绩。期内，东方甄选总营收达23.12亿元， 同比增长5.7%；毛利为8.42亿元，同比增长14.5%，毛利率提升至36.4%。尤为突出的是，东方甄选从去 年同期的净亏损9650万元，转为实现净利润2.39亿元。 | 序号 | 代码 | 名称 | 两日图 | 现价 | | 涨跌 涨跌幅 | | --- | --- | --- | --- | --- | --- | --- | | 1 | 1797 | 东方甄选 | | 25.120 | 3.020 | 13.67% | | 2 | 2556 | 迈富时 | | 46.400 | 2.740 | 6.28% | | 3 | 2423 | 贝壳-W | | 50.800 | 2.500 | 5.18% | | 4 | 1860 | 汇量科技 | | 15.440 | 0.620 | 4.18% ...

因赛集团20%涨停，省广集团、人民网、新华网、引力传媒、天地在线等涨停，蓝色光标、易点天下、中文在线、世纪天鸿等涨逾10%；板块内 个股全线飘红。 1月29日，文化传媒板块持续拉升，截至发稿，板块指数涨超6%。 | 代码 | 名称 | 涨幅 | 日金额 | 息市值 | 现价 | | --- | --- | --- | --- | --- | --- | | 920021 | 流金科技 | +28.57% | 7.98 Z | 43.11 Z | 14.00 | | 300781 | 因赛集团 | +20.00% | 11.31亿 | 88.95 Z | 54.18 | | 300028 | 蓝色光标 | +18.52% | 147.2 Z | 866.3 Z | 24.15 | | 300063 | 天龙集团 | +17.12% | 22.40 乙 | 127.1亿 | 16.75 | | 301171 | 易点天下 | +15.19% | 37.46 Z | 348.5 Z | 73.78 | | 300785 | 值得买 | +14.58% | 13.75 Z | 152.0 Z | 76.48 | | ...

1月29日，博瑞传播涨5.18%，截至发稿，报6.29元/股，成交2.89亿元，换手率4.29%，总市值68.77亿 元。 资料显示，成都博瑞传播股份有限公司位于四川省成都市锦江区三色路38号成都传媒大厦23楼，成立日 期，上市日期1995年11月15日，公司主营业务涉及教育、广告、游戏、数字文创以及小额贷款、楼宇租 赁等业务。主营业务收入构成为：软件开发及硬件集成业务53.12%，媒体业务21.27%，网游业务 15.13%，楼宇租赁业务8.58%，其他业务1.90%。 截至发稿，鲁亚运累计任职时间3年235天，现任基金资产总规模264.29亿元，任职期间最佳基金回报 101.88%， 任职期间最差基金回报-31.74%。 声明：市场有风险，投资需谨慎。 本文基于第三方数据库自动发布，不代表新浪财经观点，任何在本 文出现的信息均只作为参考，不构成个人投资建议。如有出入请以实际公告为准。如有疑问，请联系 biz@staff.sina.com.cn。 从博瑞传播十大流通股东角度 数据显示，华夏基金旗下1只基金位居博瑞传播十大流通股东。华夏中证动漫游戏ETF（159869）三季 度增持365.86万股，持有股数2 ...

Core Insights - The A-share market showed mixed performance with the Shanghai Composite Index rising by 0.27% and the Shenzhen Component Index increasing by 0.09%, while the ChiNext Index fell by 0.57%. The total trading volume in the Shanghai and Shenzhen markets reached 29,650.88 billion yuan [1][7] - In the industry sector, non-ferrous metals, oil and petrochemicals, and coal led the gains, while sectors such as comprehensive, media, and national defense and military industry lagged behind. Concept sectors like gold, lead, and zinc saw significant increases, while monkeypox, cell immunotherapy, and newly listed tech stocks experienced declines [1][7] Important News - The Federal Reserve maintained its benchmark interest rate at 3.50%-3.75%, following three consecutive rate cuts of 25 basis points. This decision aligns with market expectations. The Fed noted signs of stabilization in the unemployment rate, while inflation remains relatively high, and economic uncertainty persists [2][8] Industry Analysis - The media industry experienced a strong performance in 2025, with the Shenwan Media sector rising by 27.17%, ranking ninth among Shenwan's first-level industries and outperforming the CSI 300 Index. The industry valuation (PE-TTM) has shown fluctuations but remains above the average level of the past seven years. Revenue and net profit for the first three quarters of 2025 showed steady growth, with year-on-year increases in Q3 [9][10] - The dual focus on IP and AI is reshaping the media industry. As consumer preferences shift from "functional" to "emotional value," there is a growing market for IP content and its commercialization. AI is recognized as a transformative technology with vast potential across various media sub-industries, driving new market developments [9][12] Investment Highlights - IP is categorized into content-based and image-based types, both of which can interchange to explore higher value and enhance commercialization through derivative products. Content-based IP includes literary and film adaptations, while image-based IP focuses on recognizable visual symbols [10][11] - The market for IP derivatives is experiencing explosive growth, driven by the rise of Generation Z consumers and the popularity of "emotional value" economics. Key product categories include collectibles and toys, which resonate with younger audiences' social and entertainment needs [12] - AI applications are expanding across multiple media sectors, enhancing content production efficiency and reducing costs. In gaming, AI is revolutionizing narrative and gameplay experiences, while in advertising, traditional marketing models are being restructured to adapt to new consumer information-seeking behaviors [14][13]

点击输入图片描述（最多30字） 点击输入图片描述（最多30字） 【鸣鸣很忙上市大涨88%】中国最大的休闲食品饮料连锁零售商——湖南鸣鸣很忙商业连锁股份有限公司在港交所主板挂 牌上市，开盘大涨88.08%，截至收盘，涨幅回落至69.06%，报400港元/股，总市值达862.04亿港元。鸣鸣很忙此次全球发 售1410.1万股H股，公开发售阶段认购倍数超过1500倍，8家基石投资者合计认购15亿港元，包括腾讯、淡马锡与贝莱德 等。公司预计净筹资30亿港元以上，发行市值约500亿港元。鸣鸣很忙旗下拥有零食很忙、赵一鸣零食两大品牌，最新数据 显示，截至2025年11月30日，鸣鸣很忙门店数达21041家。（更多内容，点击查看《两位85后卖零食，开店两万家，身价均 超200亿港元，鸣鸣很忙刚刚IPO》）（中国基金报） 点击输入图片描述（最多30字） 【英伟达员工晒年会最牛年终奖：黄仁勋亲笔签名皮衣】近日，英伟达CEO黄仁勋陆续到访上海、北京、深圳，分别参加 了三地分公司举办的新年活动。1月27日，有网友在社交媒体晒出一件黄仁勋亲笔签名的皮衣。该网友表示，自己本来想签 在胸前，结果黄仁勋直接把他翻个身按住并称"Don't ...