（文章来源：每日经济新闻） 游戏ETF（516010）跟踪的是动漫游戏指数（930901），该指数从沪深市场中选取涉及动漫制作、游戏 开发、平台运营及相关产业链的上市公司证券作为指数样本，以反映动漫游戏行业相关上市公司证券的 整体表现。该指数聚焦于动漫游戏领域的创新与成长，覆盖了从内容创作到渠道分发的全产业链环节， 具备鲜明的行业代表性和市场活力特征。 财通证券指出，传媒与游戏行业受益于AI技术浪潮及出海趋势。AI应用领域需把握情绪节奏，重点关 注港股互联网大厂、AI Agent等方向；游戏板块表现亮眼，国内游戏收入保持双位数增长，得益于《三 角洲行动》等新游及《王者荣耀》等长青游戏的贡献，海外市场增速显著，Supercell旗下作品及《沙 丘：觉醒》等推动增长。行业整体呈现科技井喷态势，叠加资金端增量流入预期，成长主线有望延续。 ...

记者 周楠 "我是二次元资深玩家，但像这样以浦东璀璨天际线为幕布，在黄浦江畔露天舞台上演奏的二次元 音乐会，还是第一次见到，很震撼！"大学生羽瑶告诉记者。 当晚，她cos（扮演）的是《崩坏：星穹铁道》里的人物"三月七"，做造型就花了近3小时。站在北 外滩滨江看演出，羽瑶自己也成了风景，不断被"粉丝"求合影。 这个国庆长假，北外滩国客中心码头"燃"了起来。"超动感·北外滩次元音乐嘉年华"活力开启，数 十个人气IP、艺术装置与沉浸式展陈遍布会场，国潮文化与二次元在此激情碰撞，带来国际范、年轻 力、艺术性和潮流感。 以"文旅商体展"联动、激活北外滩滨水岸线、抢占年轻消费新赛道，北外滩国客中心码头变身次元 文化新地标，联动北外滩区域打造多元化的消费新场景。 打造沉浸式打卡圣地 在许多二次元玩家看来，一次集结国内外数十个人气IP，是"超动感·北外滩次元音乐嘉年华"最吸 引人的地方。每个IP精心打造的实景展陈，也打破了次元壁垒。 顶流国漫《狐妖小红娘》用"相思树"和"月老办事处"两大核心装置，打造了一个充满中式浪漫 的"祈福圣地"，观众通过抽红绳、挂祈愿牌、摇签筒等形式参与其中。 聚人气、展形象，也是促消费、兴产业。以北 ...

国庆中秋双节假期临近尾声，2025广州动漫游戏盛典（AGF×CICF）也已圆满收官，从10月2日至5日， 汇聚全球千余个顶尖品牌、7000余款IP周边产品，举办超百场特色活动，共吸引超45万人次到场。 今年5月，广东重磅发布推动文化产业高质量发展六大"政策包"，涵盖影视、演艺市场、动漫影视、网 络游戏、电子竞技、网络视听等6大领域，共87条具体举措，真金白银地提供支持，为我省相关产业高 质量发展解锁全新增长密码。据南都娱乐观察，一方面，"政策包"得到了多位行业大咖的点赞与高度肯 定，另一方面，在政策扶持、区域联动和产业协同等多方助力下，以游戏和动漫为主要载体的二次元经 济更有望成为粤港澳大湾区的发展新引擎。 多个动漫游戏展在国庆假期举行 《关于推动广东动漫影视产业高质量发展的若干政策措施》明确，支持办好中国国际漫画节（广州）、 萤火虫漫展、深圳漫画节、深圳动漫节等各类动漫活动，并资助粤港澳大湾区动画电影周等影视活动。 漫展、游戏展不仅是相关企业、协会展示最新产品、服务的重要舞台，也能成为Z世代感受动漫游戏文 化的沉浸式平台，更可有效刺激假日经济、文旅资源活力，并释放消费潜能。据南都N视频记者观察， 近年来，游 ...

据初步测算，2025年国庆假期第二天（10月2日），全省4A级及以上景区接待游客461.5万人次，同比增 长4.2%（按可比口径，下同）；纳入监测的14段古驿道沿线重点区域接待游客61.6万人次，同比增长 3.2%；纳入监测的13家红色旅游经典景区接待游客35.9万人次，同比增长2.4%；纳入监测的100个乡村 旅游点和历史古村落接待游客40.7万人次，同比增长3.1%；纳入监测的80个重点公共文化机构接待市民 游客34.1万人，同比增长1.4%。 "二次元"盛会点燃全链条消费 10月2日，CICF中国国际漫画节动漫游戏展、AGF亚洲游戏博览会在广州保利世贸博览馆盛大开幕，持 续至10月5日，主会场面积达8.2万平方米，预计主会场观众人次将突破45万。 2025CICF×AGF现场 10月2日，在广东省第一个世界长寿乡、有"全域天然氧吧"之称的梅州蕉岭县，2025蕉岭县徒步活动 （蓝坊站）在程官村文体广场拉开帷幕，单程约8公里，现场吸引了约300名当地群众及周边城市的徒步 爱好者参与。据悉，活动以"森呼吸·漫徒步，邂逅健康氧吧"为主题，希望为参与者提供亲近自然、锻 炼身体的机会，并展现体验蕉岭的生态资源及和美 ...

今年，吉庆街、江汉路双双入选国家级旅游休闲街区，加上2023年获评的黎黄陂路，江 岸区成为全省拥有国字号旅游休闲街区最多的城区。江岸区相关负责人介绍，该区充分发 挥"江优势"和"岸特色"，推动文旅商融合，2024年，汉口历史风貌区接待游客3900万人 次。"知音号""长江荣耀号""古琴号"等15艘特色游船已接待游客123万人次。 武汉文化旅游集团相关负责人介绍，"十四五"期间，该集团在聚焦场景打造、产品供 给、品牌传播等方面持续发力，让市民游客的体验感和参与感"亮起来"。多元融合消费新场 景不断呈现，譬如在"知音国色"美学生活馆可以体验国潮文创、非遗手作，江汉路的茑屋书 店不仅是书店，更是生活艺术空间，这些都让传统文化变得年轻又时髦。 近年来，光谷的动漫、游戏等文化创意产业不断发展壮大，涌现出了《灵笼》《贪吃 蛇》等一批火遍海内外的IP作品。光谷创意产业基地相关负责人介绍，截至目前，园区累计 服务企业超500家，其中文化类企业占比超85%，既培育出微派网络、艺画开天、两点十 分、麦塔威等具有行业影响力的大企业，也集聚了大批充满活力的中小文创团队，逐步形成 以IP创作、数字内容、文创衍生为核心的产业集群。 编辑 ...

（原标题：美国政府为扩大关税铺路：对机器人、工业机械及医疗器械进口展开调查） 智通财经APP获悉，特朗普政府对机器人、工业机械和医疗设备的进口产品展开了调查，这为实施新的关税措施奠定了基础。根据美国联邦公 报，美国商务部正依据《贸易扩展法》第 232 条开展相关调查。调查于 9 月 2 日启动。根据该法律，总统有权对被认为对国家安全至关重要的商 品征收关税，而美国商务部需在 270 天内提交其政策建议。 这些新的调查反映了特朗普政府一些官员对于美国在诸多医疗用品(包括注射器、缝合线、导管和纱布)方面过度依赖外国供应商的担忧。美国商 务部还将审查个人防护设备的贸易情况，比如在新冠疫情期间随处可见的防护手套和口罩等产品。 新公布的医疗设备调查将不涉及处方药、生物制剂以及其他药品，这些药品的审查工作已经在商务部的另一项调查中进行了。 根据公告内容，此次对机器人及工业机械的调查将重点针对计算机控制的机械系统、铣床以及工厂中广泛使用的冲压和压装设备。 相关ETF 食品饮料ETF (产品代码: 515170) 新公布的调查扩大了可能受到关税影响的行业范围，而特朗普希望通过提高进口商品的成本来鼓励关键行业的国内制造业发展。 ...

Report Title - **中小盘收正，板块分化明显，TMT板块基金今年收益反超医药板块——基金市场跟踪2025.09.19** [2] Investment Rating - No investment rating information is provided in the report. Core Viewpoints - This week, the TMT sector funds' year-to-date returns successfully exceeded those of the pharmaceutical sector, becoming the top performer. The pharmaceutical sector's general weakness led to a 2.3% pullback in its funds this week, while the technology and media sectors drove the TMT sector funds up by 2.2% [6][32]. - In terms of style labels, small and medium market capitalization and medium to high valuation have obvious advantages [6][32]. Summary by Directory 1. This Week's Market Fluctuations 1.1 Performance of Major Asset Classes - The A-share market fluctuated slightly. The CSI 300, representing the large-cap market, had a 0.4% pullback, while the CSI 500 and CSI 1000 rose slightly. There was obvious differentiation in style, with the financial sector having a relatively high pullback and the growth sector recording a 1.5% positive return, a gap of nearly 5% [6][10]. - In the bond market, government bonds and corporate bonds fluctuated slightly, and convertible bonds fell 1.5% driven by the stock market [10]. - The Hong Kong and US stock markets rose to varying degrees [10]. - Among representative commodities, agricultural products had a pullback [10]. 1.2 Performance of Industry Themes - This week, each sector in the market showed differentiation. The pharmaceutical sector weakened overall, with all sub - industries having a pullback of over 1.5%. Most of the technology sector closed positive, but cloud computing had a 3.1% pullback. The media sector had a relatively high increase, with the positive return of the animation and game sub - sector exceeding 5%. The mid - stream manufacturing sector was also clearly differentiated, with smart cars rising 4.7% and rare earths falling 4.3%, a gap of 9% [6][12]. 1.3 Performance of Concept Indexes - The top five concepts with the highest gains this week were lithography machines, optical modules (CPO), semiconductor equipment, cameras, and selected auto parts, with the lithography machine concept rising 9%. The top five concepts with the highest losses were rare earths, gold and jewelry, operating systems, selected insurance, and small metals, with rare earths falling 7.4% [17]. 1.4 Trading Heat Tracking - The top five concepts with the highest trading heat this week were state - owned enterprise comprehensive, fund heavy - holding, core assets, 5G applications, and technology leaders. The average daily trading volume of the state - owned enterprise comprehensive concept reached 56.13 billion shares [21]. - Compared with last week, the top five concepts with rising heat were selected coal mining, selected air transportation, urban village renovation, recent IPO stocks, and cross - border e - commerce; the top five concepts with falling heat were digital twin, spatio - temporal big data, gold and jewelry, selected shipping, and fluorine chemical industry [22][23]. 2. Active Equity Fund Tracking 2.1 Classification Returns and Rising Ratios - The median return of international (QDII) stock - type funds in the past week was the highest at 1.4%, and the lowest was enhanced index - type bonds at - 0.3%. The median return of partial - stock hybrid funds in the past month was the highest at 7.0%, and the lowest was hybrid bond - type level 1 at - 0.0% [29]. - The proportion of rising funds in the past month was the highest for enhanced index - type bonds at 100.0%, and the lowest was hybrid bond - type level 1 at 37.7%. The minimum maximum drawdown in the past month was for short - term pure - bond funds at - 0.0%, and the highest was for ordinary stock - type funds at - 5.0% [29]. 2.2 Sub - label Return Situations - In terms of sectors, the TMT sector funds had a 2.2% return in the past week, 15.0% in the past month, and 47.9% year - to - date; the mid - stream manufacturing sector had 2.2%, 9.3%, and 31.8% respectively; the pharmaceutical sector had - 2.3%, - 2.1%, and 43.8% respectively [31]. - In terms of style labels, small - cap and medium - to - high - valuation funds showed obvious advantages [32]. 2.3 Fund Differentiation within Sectors - At the sector level, the consumer sector had the lowest differentiation degree in the past week, with a return range of 6.0%, and the highest was the TMT sector, with a return range of 18.8%. In the past month, the consumer sector also had the lowest differentiation degree, with a return range of 15.1%, and the highest was the TMT sector, with a return range of 44.0% [34]. 2.4 Fund Differentiation within Styles - At the style level, the low - profit - quality funds had the lowest differentiation degree in the past week, with a return range of 13.9%, and the highest were low - cap and high - valuation funds, with a return range of 22.8%. In the past month, the low - valuation funds had the lowest differentiation degree, with a return range of 40.7%, and the highest were high - valuation, high - growth, and high - quality funds, with a return range of 50.1% [38]. 2.5 Top - performing Funds in Each Sector - The report lists the top five funds in each sector in terms of one - month returns [43][44]. 2.6 Top - performing Funds in Each Style - The report lists the top five funds in each style in terms of one - month returns [46]. 3. Private Equity Market Performance 3.1 Overall Performance of the Private Equity Market - The private equity type with the highest return this year is the event - driven type, with a return rate of 39.3% [4][50]. 3.2 Returns of Various Private Equity Types - For stock - strategy private equity, the top - performing products are mostly stock subjective long - only, and most of their year - to - date returns are in the 0% - 20% range [53]. - For bond - strategy private equity, the top - performing products are all bond composites, and most of their year - to - date returns are in the 0% - 5% range [57]. - For portfolio fund - strategy private equity, the top - performing products are all FOFs, and most of their year - to - date returns are above 10% [61]. - For money - market - strategy private equity, the top - performing products are all trust products, and most of their year - to - date returns are in the 0% - 2% range [64]. - For managed - futures private equity, the top - performing products mostly use program trading strategies, and their year - to - date returns are widely distributed, with products in both the <-10% and >10% ranges [67]. - For relative - value - strategy private equity, the top - performing products are all stock - market neutral, and most of their year - to - date returns are in the 10% - 20% range [70]. - For macro - strategy private equity, only 8 products announced their net values this week, and most of their year - to - date returns are above 20% [73]. - For composite - strategy private equity, the top - performing products are mostly trust products, and most of their year - to - date returns are in the 0% - 10% and >30% ranges [77]. - For other - strategy private equity, the top - performing products are mostly under foreign - trade trusts, and most of their year - to - date returns are in the 0% - 10% range [80].

Group 1 - The core viewpoint of the article is the recent issuance of a set of policies aimed at expanding service consumption, which includes measures to optimize the consumption environment and promote high-quality services across various key industries [1][6]. - The policies cover a wide range of service sectors, including dining, accommodation, cultural events, sports, and entertainment, with the goal of stimulating economic growth by encouraging consumer participation [6][8]. - Starting from September 22, the Ministry of Culture and Tourism will launch a national tourism consumption month, distributing over 330 million yuan in subsidies and organizing more than 25,000 cultural and tourism activities [8]. Group 2 - Various regions are implementing unique promotional strategies, such as Shandong's "Good Guest Shandong" package and Guangdong's direct distribution of 20 million yuan in consumption vouchers [8]. - The policies also encourage the introduction of high-quality international sports events and support local initiatives for mass sports events, aiming to enhance consumer engagement and spending in these areas [8]. - The measures include optimizing school holiday arrangements to allow for more leisure time, which could potentially benefit working individuals in the future [8].

Core Viewpoint - Chengdu's animation industry is attracting significant investment interest from multinational companies, particularly from South Korea, due to its robust ecosystem and technological advancements [1][4][11] Investment and Collaboration - Chengdu has signed multiple cooperation agreements with South Korean companies, focusing on animation, gaming, and IP incubation projects [1][4] - The city aims to foster the development of phenomenon-level works similar to "Nezha" through these collaborations [1][4] - In 2023, Chengdu's foreign direct investment (FDI) reached $1.024 billion, ranking first among central and western cities in China [3][11] Industry Ecosystem - Chengdu's digital cultural and creative industry ecosystem is well-established, making it an attractive destination for foreign enterprises [4][6] - The Tianfu Long Island Digital Cultural and Creative Park has attracted over 20 overseas gaming companies, with projected revenues exceeding $400 million in 2024 [6] Future Prospects - South Korean representatives expressed a strong interest in establishing a Korean cultural theme pavilion in Chengdu to showcase popular cultural products [7][9] - The collaboration aims to leverage Chengdu's advanced AI technology to enhance the animation industry and create new content that resonates with younger audiences [9][11]

Summary of Key Points Core Viewpoint - On September 17, a total of 39.78 billion yuan net inflow was recorded for industry-themed ETF funds, with a cumulative net inflow of 124.46 billion yuan over the past five trading days, indicating strong investor interest in these funds [1]. Fund Inflows - A total of 123 industry-themed ETF funds experienced net inflows on September 17, with the leading fund being the Guotai CSI All-Share Securities Company ETF (512880), which saw an increase of 9.36 million shares and a net inflow of 11.88 billion yuan [1][3]. - Other notable funds with significant net inflows include: - Huabao CSI Financial Technology Theme ETF (159851) with a net inflow of 5.25 billion yuan [3]. - Huaxia CSI Robotics ETF (562500) with a net inflow of 5.01 billion yuan [3]. - Guotai Securities ETF (512000) with a net inflow of 3.59 billion yuan [3]. Fund Outflows - On the same day, 164 industry-themed ETF funds experienced net outflows, with the Guotai CSI Coal ETF (515220) leading the outflows, which saw a reduction of 4.21 million shares and a net outflow of 4.6 billion yuan [4][5]. - Other funds with significant net outflows include: - Huabao CSI Medical ETF (512170) with a net outflow of 1.50 billion yuan [5]. - Penghua CSI Sub-Segment Chemical Industry ETF (159870) with a net outflow of 1.49 billion yuan [5]. - Huatai-PineBridge CSI Rare Earth Industry ETF (516780) with a net outflow of 1.36 billion yuan [5].