游戏ETF（516010）上一交易日净流入超0.7亿元，行业景气度获机构关注。 每日经济新闻 （责任编辑：董萍萍 ） 【免责声明】本文仅代表作者本人观点，与和讯网无关。和讯网站对文中陈述、观点判断保持中立，不对所包含内容 的准确性、可靠性或完整性提供任何明示或暗示的保证。请读者仅作参考，并请自行承担全部责任。邮箱： news_center@staff.hexun.com 游戏ETF（516010）跟踪的是动漫游戏指数（930901），该指数由中证指数有限公司编制，从A股 市场中选取涉及动漫制作、游戏开发及相关服务领域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。该指数具有突出的文化创意产业属性，聚焦于中国动漫游戏产业的高 成长性投资机会。 没有股票账户的投资者可关注国泰中证动漫游戏ETF联接C（012729），国泰中证动漫游戏ETF联 接A（012728）。 注：如提及个股仅供参考，不代表投资建议。指数/基金短期涨跌幅及历史表现仅供分析参考，不 预示未来表现。市场观点随市场环境变化而变动，不构成任何投资建议或承诺。文中提及指数仅供参 考，不构成任何投资建议，也不构成对基金业绩的预 ...

没有股票账户的投资者可关注国泰中证动漫游戏ETF联接A（012728），国泰中证动漫游戏ETF联 接C（012729）。 注：如提及个股仅供参考，不代表投资建议。指数/基金短期涨跌幅及历史表现仅供分析参考，不 预示未来表现。市场观点随市场环境变化而变动，不构成任何投资建议或承诺。文中提及指数仅供参 考，不构成任何投资建议，也不构成对基金业绩的预测和保证。如需购买相关基金产品，请选择与风险 等级相匹配的产品。基金有风险，投资需谨慎。 每日经济新闻 华创证券指出，2023年是闭源通用大模型的爆发之年，看好2025年成为中国开源大模型爆发及应用 格局重塑之年。游戏板块建议关注回调后的布局机会，核心产品高频数据持续向好。AI应用方面， Agent落地范式逐步成熟，垂类2B降本增效及2C体验优化加速；AI陪伴、AI教育等场景商业化进程加 快，符合个性化需求且付费意愿高。IP衍生赛道景气度提升，授权业务进展加速。 游戏ETF（516010）跟踪的是动漫游戏指数（930901），该指数由中证指数有限公司编制，从沪深 市场中选取涉及动画、漫画、游戏等相关业务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 ...

而这也是广州会展热度不断攀升的一个缩影。记者从广州市商务局获悉，今年1～6月，广州市各主要专 业展览场馆举办经贸类展览155场，展览面积达630万平方米，参展参观人次累计752万人次，均创历史 新高，稳居全国第二。 龙头矩阵稳底盘 会展热度持续升温 当前广州展会有多火爆？记者了解到。7月18日至21日举办的萤火虫动漫游戏嘉年华已是一票难求，首 次售票就吸引150万人在线抢购。 广州会展办展规模稳居全国第二 近日，目前国内最具影响力的国漫线下漫展——KKWORLD在广州琶洲保利世贸博览馆开幕，超过30 个国漫的人气漫画IP重磅亮相，吸引数以万计的二次元用户前来打卡互动，成为今夏二次元线下最具影 响力的现象级事件之一。 全球照明行业规模领先的照明展，聚焦内容创新，在现场打造"光照生活场景实验室"，通过将酒店、商 业空间、住宅环境和健康领域的前沿照明技术进行沉浸式场景化呈现，为行业人士提供探索照明设计和 技术最新进展的高效交流平台，彰显了展会在引领行业发展中的标杆作用。 一系列创新实践，都彰显出广州会展业以创新破题，向品质要动力的鲜明特质，为行业高质量发展写下 生动注脚。 展产融合再升级 双向赋能构建优质生态 今年 ...

会议强调，要强化产业思维、市场意识，进一步解放思想、更新观念，统筹处理好社会 效益和经济效益的关系，善于运用市场化经营机制，有效整合盘活城市文化资源，推动文化 产业向产业链两端延伸、向价值链高端攀升、成为拉动经济增长的支柱产业。要优化产业结 构，坚持供需两侧协同发力，巩固提升创意设计、新闻出版、动漫游戏等优势文化产业，大 力发展网络视听、电子竞技、沉浸式文化体验等新兴文化产业，推动文化和旅游、商业、演 艺、体育、工业等交叉融合发展，不断催生新产业、新业态、新模式。要坚持科技赋能，抢 抓以人工智能为引领的新一轮科技革命和产业变革机遇，努力探索文化和科技融合的有效机 制，支持文化企业加强关键技术研发和成果转化，推动文化产业数字化、网络化、智能化发 展，培育文化新质生产力。要壮大经营主体，吸引积聚一批具备行业影响力、产业带动力、 生态主导力的链主企业，大力培育扶持文化类中小微企业，推动国有企业深化改革增强市场 竞争力。要营造一流生态，加强金融、人才、数据、场景等要素保障，高水平建设文化产业 园区，深化文化体制机制改革，大力培育创新文化，不断激发文化创新创造活力。 会议强调，要加强组织领导，完善工作机制，充分发挥"链 ...

智通财经记者 | 范易成 智通财经编辑 | 庄键 "设立互联网内容创作投资基金，支持微短剧、二次元、动漫游戏、网络文学、直播经济等"互联网内容 创作"产业发展。" "上海杨浦"微信公众号7月15日发布消息，杨浦即将发布《杨浦区打造互联网优质内容创作集聚区支持 政策》（下称《支持政策》），其中明确提出上述计划。 当天，《上海市关于支持互联网优质内容创作的若干举措》(下称"沪九条"）正式推出，明确支持杨浦 区、黄浦区建设在全球范围具有影响力、引领力的互联网优质内容创作集聚区。 去年，杨浦区软件和信息服务业全年营收超过3000亿元，总量约占全市的五分之一，哔哩哔哩（B站） 总部即位于杨浦区。B站成立于2009年，最初以二次元文化社区起家，如今已发展成为涵盖视频、直 播、游戏、电商等多领域的综合性内容平台。 童清艳认为，当下，短视频、直播、影视、动漫游戏等鲜活的流动内容，延伸了人类的感知、判断与记 忆，一系列政策的推出有望吸引专业的"知沪、爱沪、懂沪"的内容创意者与机构。 智通财经从杨浦区发改委获悉，6月以来，杨浦立足区域"大学+大厂"、"数字经济+科技创新"资源优 势，密集开展产业调研和政策制定工作，经征求各相关部 ...

ETF Market Overview - The overall performance of ETF products has been good in the past two weeks, with the largest increase seen in the ChiNext Index ETF and the pharmaceutical industry ETF [4][12] - Major broad-based ETFs such as the Science and Technology 50, CSI 2000, and CSI 800 saw net inflows, while the CSI A500 ETF experienced the largest net outflow [4][12] - After significant outflows at the beginning of the year, technology ETFs have shifted to net inflows since March, with a notable acceleration in inflow speed in the last two weeks [4][20] ETF Product Structure Distribution - As of July 11, 17 new ETFs were launched in the past two weeks, with a total issuance of 31.823 billion units, including 7 stock ETFs and 10 pure bond ETFs [27] - Compared to the end of 2024, the scale of various ETFs has increased, with bond ETFs, commodity ETFs, industry + dividend ETFs, QDII ETFs, and broad-based ETFs rising by 132.25%, 111.16%, 29.00%, 14.05%, and 2.70% respectively [27] Thematic ETF Tracking - In the technology theme ETFs, products tracking animation and gaming performed best, while overseas technology ETFs underperformed compared to domestic ones [33] - For dividend theme ETFs, those tracking the CSI Central State-Owned Enterprise Dividend had the highest return in the past two weeks, with significant net inflows for products tracking low-volatility dividend indices [4][33] - In the pharmaceutical theme ETFs, products tracking innovative drug indices showed strong performance, with net inflows for those tracking Hong Kong Stock Connect innovative drug indices [4][33] Fund Manager Scale Distribution - As of July 11, Huaxia Fund has the largest ETF scale at 762.281 billion yuan, while E Fund's ETF management scale has expanded by over 290 billion yuan compared to one year ago [28]

截至7月11日，ETF两市资金流入1732.42亿元，流出1629.70亿元，净流入102.72亿元。分类型来看，股 票型ETF资金净流入105.80亿元，债券型ETF资金净流入57.56亿元，货币型ETF资金净流出90.05亿元， 商品型ETF资金净流出283.56万元，QDII型ETF资金净流入29.44亿元。其中，资金净流入最多的非货币 型ETF分别是华夏上证科创板50成份ETF(588000)、易方达中证香港证券投资主题ETF(513090)、恒生科 技(513130)，资金净流入金额分别为9.06亿元、7.95亿元、6.74亿元。资金净流出最多的非货币型ETF分 别为景顺长城中证红利低波动100ETF(515100)、华夏中证动漫游戏ETF(159869)、广发中证 a500ETF(563800)，资金净流出金额为2.85亿元、2.04亿元、1.71亿元。 ...

Group 1 - Beijing's cultural and tourism bureau launched the "Jingcai Summer" series of activities, featuring over 150 summer-themed events, 6,200 premium performances, and 3,800 cultural experience activities aimed at enhancing summer tourism [2] - Various districts in Beijing are offering free admission to attractions for high school and college graduates, including places like Yunju Temple and Baihua Mountain [2] - The city is promoting summer educational tourism with ten themed routes focusing on historical and cultural experiences, targeting both domestic and international tourists [2][3] Group 2 - The East District introduced ten cultural exploration routes, while the West District hosted the "White Pagoda Cultural Week" and other educational activities [3] - A diverse summer performance market is being developed, with 45 performances and 12 art summer camps aimed at youth, alongside various high-quality theatrical productions [3] - The city is integrating multiple entertainment formats under the "Cultural Tourism+" initiative, including night markets and outdoor movie screenings, to enhance summer experiences [3][4] Group 3 - Beijing is focusing on improving visitor experiences by extending opening hours at certain attractions and museums, and implementing convenient entry measures for travelers [4] - A 24-hour comprehensive service center is being enhanced to provide one-stop services for inbound tourists [4] - The cultural and tourism bureau advises tourists to take precautions against heat and ensure safety during their travels [5]

Group 1: Core Activities and Offerings - Beijing's cultural and tourism bureau has launched the "Jingcai Summer" series of activities, featuring over 150 summer-themed events, 6,200 premium performances, and 3,800 cultural experience activities [1] - The "Graduation Season in Beijing" initiative includes 10 recommended activities for graduates, with various scenic spots offering free admission and special discounts for high school and college graduates [3] - A total of 10 thematic study tours will be introduced, focusing on red history, traditional arts, and natural exploration, aimed at both domestic and international students [4] Group 2: Performance and Entertainment - The summer performance market will feature 45 youth-oriented shows, 12 art summer camps, and various international performances, including classic plays and children's theater [5] - Notable performances include the comedy "Twelfth Night" and the drama "The Seagull," along with international productions such as Russian plays and Italian musicals [5] Group 3: Tourism and Leisure Activities - The "Summer Rural Tourism Plan" includes seven rural tourism routes, promoting natural exploration and water activities, with free tickets and discounts offered at various scenic spots [6] - Nighttime activities such as night markets, outdoor movies, and music festivals are being organized across different districts to enhance summer leisure experiences [7][8] Group 4: Visitor Experience and Services - The city is focusing on improving visitor experiences by extending opening hours at certain attractions and implementing convenient entry measures for tourists [8] - The "Fly Summer" theme at the Capital Airport includes promotional activities offering discounts on duty-free, dining, and retail [8] Group 5: Safety and Engagement - Tourists are advised to take precautions against heat and ensure safety while traveling, with a call for adherence to public order and tourism etiquette [9] - The tourism bureau encourages visitors to share their experiences on social media platforms, promoting engagement with the "JingcaiSummer" and "BeijingStyle" hashtags [9]

Market Overview - The Shanghai Composite Index rose by 1.4% to close at 3472.32 points, with a weekly high of 3497.22 points [1] - The Shenzhen Component Index increased by 1.25% to 10508.76 points, reaching a high of 10610.5 points [1] - The ChiNext Index saw a 1.5% rise, closing at 2156.23 points, with a peak of 2187.88 points [1] - In the global market, the Nasdaq Composite rose by 1.62%, the Dow Jones Industrial Average increased by 2.3%, and the S&P 500 gained 1.72% [1] - In the Asia-Pacific region, the Hang Seng Index fell by 1.52%, and the Nikkei 225 decreased by 0.85% [1] ETF Market Performance - The median weekly return for stock ETFs was 1.29% [2] - The highest weekly return among scale index ETFs was 2.55% for E Fund's SSE 50 Enhanced Strategy ETF [2] - The highest weekly return in industry index ETFs was 5.41% for China Tai's CSI Steel ETF [2] - The highest return in strategy index ETFs was 3.02% for China Merchants' CSI All Share Dividend Quality ETF [2] - The highest return in style index ETFs was 3.15% for Harvest's CSI Pharmaceutical Health 100 Strategy ETF [2] - The highest return in thematic index ETFs was 6.98% for China Tai's CSI Animation Game ETF [2] ETF Liquidity - Average daily trading volume for stock ETFs decreased by 15.3%, and average daily trading amount fell by 5.2% [6] ETF Fund Flow - The top five stock ETFs with the highest inflow were: - Huabao CSI Financial Technology Theme ETF (inflow of 294 million yuan) - Fuguo CSI Military Industry Leaders ETF (inflow of 294 million yuan) - GF National New Energy Vehicle Battery ETF (inflow of 289 million yuan) - Penghua CSI National Defense ETF (inflow of 275 million yuan) - Huatai-PB CSI Photovoltaic Industry ETF (inflow of 230 million yuan) [8] - The top five stock ETFs with the highest outflow were: - Harvest CSI A500 ETF (outflow of 377 million yuan) - Huatai SSE Dividend ETF (outflow of 348 million yuan) - Harvest CSI 500 ETF (outflow of 327 million yuan) - E Fund ChiNext ETF (outflow of 326 million yuan) - Fuguo CSI A500 ETF (outflow of 277 million yuan) [9] ETF Financing and Margin Trading - The financing balance for stock ETFs decreased from 41.0791 billion yuan to 40.7182 billion yuan [10] - The highest financing buy amount was 637 million yuan for Huaxia SSE Sci-Tech 50 ETF [10] ETF Market Size - The total size of the ETF market reached 4313.806 billion yuan, an increase of 39.137 billion yuan from the previous week [13] - The stock ETF market accounted for 70.1% of the total ETF market size [15] Industry Insights - Heng Tai Securities noted that the gaming industry is experiencing growth with strong performance from new products, and many companies are still valued between 10-20 times earnings [16] - The industry is expected to enter an accelerated growth phase, driven by emotional consumption needs among young users, with an anticipated increase in the issuance of game licenses in 2024 and 2025 [16]