今日传媒板块大幅回调,影视ETF(516620)收跌超7%,游戏ETF(516010)收跌超4%。影视下跌的核心原因是2026年春节档票房大幅不及预期,此前市场对春节档票房和ai应用方向反应较为剧烈,节后预期修正压力集中释放。游戏ETF下跌则主要受指数中接近10个百分点的影视权重股拖累,游戏行业自身基本面并无明显利空,春节期间游戏流水数据整体健康,或可逢跌关注。春节档票房方面,根据猫眼专业版数据,...
Source Link今日传媒板块大幅回调,影视ETF(516620)收跌超7%,游戏ETF(516010)收跌超4%。影视下跌的核心原因是2026年春节档票房大幅不及预期,此前市场对春节档票房和ai应用方向反应较为剧烈,节后预期修正压力集中释放。游戏ETF下跌则主要受指数中接近10个百分点的影视权重股拖累,游戏行业自身基本面并无明显利空,春节期间游戏流水数据整体健康,或可逢跌关注。春节档票房方面,根据猫眼专业版数据,...
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