2025年8月18日，市场全天震荡拉升，三大指数集体收涨，上证指数突破3740点。截至收盘，沪指涨 0.85%，深成指涨1.73%，创业板指涨2.84%。 题材方面，消费电子、小金属、玻璃光纤等板块涨幅居前，煤炭行业、贵金属、化肥行业等板块跌幅居 前。主力资金上，通信设备、电子元件、消费电子等行业概念流入居前。 ETF方面，或受相关消息刺激，稀土、人工智能、影视等相关ETF今日表现亮眼！ 中信证券表示，2025年下半年稀土市场供需关系持续优化，价格或进入"震荡上行"通道。供给端，国内 稀土开采总量控制指标增速放缓，叠加海外缅甸矿进口因环保政策收缩，整体供给弹性不足；需求端， 新能源、工业机器人及风电等新兴领域需求韧性强劲，机构测算2025年全球稀土永磁材料需求增速仍维 持在12%-15%。 中国银河表示，国内下游多家大厂密集招标，叠加我国加强稀土磁材出口管制后海外增加磁材订单以补 库存，国内永磁行业需求旺盛，部分磁材企业排产已延至十月中旬。我国进一步加严对稀土供应端的管 控，下游需求端的景气，推动稀土价格持续上涨。稀土磁材在上半年的业绩反转后，2025Q3有望在量 价齐升的推动下进一步释放业绩。 相关ETF： ...

Group 1 - The media sector is experiencing a rebound after a recent decline, with the film ETF (516620) showing a maximum drop of 1.72% but ultimately closing up by 0.3%, while the gaming ETF (516010) had a maximum drop of 2.41% and closed down by 0.17% [1] - The summer film market is expected to recover due to a low base from the previous year and a variety of quality content, with 52 films already scheduled for release, including notable titles like Chen Kexin's "Jiangyuan Nong" and other films set to be announced during the Shanghai Film Festival [1] - The gaming sector is seeing a surge in new game releases, with titles like Giant Network's "Supernatural Action Group" and G-bits' "Staff Sword Legend" quickly entering the bestseller lists, and several major IP products expected to launch in the second half of the year [1] Group 2 - Leading companies in the film and gaming industries are actively expanding their business by developing and selling IP toy products, as well as creating peripheral products around films and games to tap into new consumer markets [2] - The collaboration between Kuaishou's AI technology and NetEase's "Nirvana in Fire" mobile game aims to enhance social gameplay through AI video generation, indicating a potential shift in gaming experiences driven by AI [2] - The expansion of the new consumer market in China, coupled with AI-driven media technology, is expected to enhance the commercial value of upstream IP and downstream channel companies, presenting investment opportunities in film ETF (516620) and gaming ETF (516010) [2]