以上内容为证券之星据公开信息整理，由AI算法生成（网信算备310104345710301240019号），不构成 投资建议。 从资金流向上来看，当日AI医疗板块主力资金净流入8.11亿元，游资资金净流出2.51亿元，散户资金净 流出5.61亿元。AI医疗板块个股资金流向见下表： 证券之星消息，2月10日AI医疗板块较上一交易日上涨0.42%，浙数文化领涨。当日上证指数报收于 4128.37，上涨0.13%。深证成指报收于14210.63，上涨0.02%。AI医疗板块个股涨跌见下表： ...

证券之星消息，2月10日互联网医疗板块较上一交易日上涨0.64%，人民网领涨。当日上证指数报收于 4128.37，上涨0.13%。深证成指报收于14210.63，上涨0.02%。互联网医疗板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 300300 | 海峡创新 | 12.96 | -3.64% | 92.69万 | 12.09亿 | | 301117 | 佳缘科技 | 53.29 | -3.13% | 6.04万 | 3.25亿 | | 301017 | 激玉平民 | 15.80 | -2.11% | 7.44万 | 1.18亿 | | 002727 | 一心堂 | 14.09 | -2.02% | 1 20.62万 | 2.94亿 | | 300078 | 思创智联 | 4.97 | -1.97% | 50.78万 | 2.54亿 | | 000950 | 重药控股 | 5.90 | -1.83% | 36.67万 | 2.18亿 | | 300003 | 乐普医疗 | ...

截至发稿，崔蕾累计任职时间7年97天，现任基金资产总规模1370.2亿元，任职期间最佳基金回报 279.97%， 任职期间最差基金回报-15.93%。 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。 数据显示，南方基金旗下1只基金位居浙数文化十大流通股东。南方中证1000ETF（512100）三季度减 持6.09万股，持有股数695.51万股，占流通股的比例为0.55%。根据测算，今日浮盈赚取约535.54万元。 南方中证1000ETF（512100）成立日期2016年9月29日，最新规模789.96亿。今年以来收益8.39%，同类 排名1468/5569；近一年收益36.02%，同类排名1814/4295；成立以来收益23.97%。 南方中证1000ETF（512100）基金经理为崔蕾。 2月10日，浙数文化涨5.08%，截至发稿，报15.94元/股，成交4.14亿元，换手率2.09%，总市值202.13亿 元。 资料显示，浙报数 ...

（来源：淘金ETF） 1. 中文在线（300364） 总部位于北京，主营业务为数字阅读、IP运营及影视制作，是国内数字内容龙头企业。在文生视频领 域，公司依托海量IP储备与AI技术，打造"AI+内容"生态。旗下"万卷AI"可将文字、剧本快速转化为视 频素材，覆盖短剧、动漫等场景，降低内容制作门槛。随着Sora等技术落地，公司IP变现效率有望提 升，同时布局海外市场，与OpenAI等合作探索多模态内容生成，在文生视频商业化中具备先发优势。 业绩方面，公司持续推进AI技术落地，数字内容业务保持稳定增长，AI相关产品已逐步贡献收入，未 来随着文生视频需求爆发，业绩弹性值得期待。 2. 捷成股份（300182） 总部位于北京，主营业务为影视版权运营、音视频技术服务及数字内容制作，是国内影视版权运营龙 头。文生视频技术为其版权二次开发提供新路径，公司可利用AI将影视片段、剧本转化为短视频、AI 漫剧等内容，提升版权复用价值。同时，公司布局AI视频生成工具，为影视制作、广告营销等行业提 供技术支持，在文生视频赋能传统影视产业方面具备独特优势。业绩方面，公司版权运营业务保持稳 定，AI相关布局逐步落地，未来随着文生视频商业 ...

浙数文化：公司旗下浙江大数据交易中心有限公司参与发起浙江数商联盟并承担联盟秘书处职能。 广电运通：公司参股广州数据交易所有限公司，依托子公司广电数投这一投资平台，向各地推广、复制 数字政府建设经验，赋能政府和企业数字创新生态建设。 *免责声明：文章内容仅供参考，不构成投资建议 *风险提示：股市有风险，入市需谨慎 为进一步明晰数据流通服务机构功能定位，提升数据流通交易服务效能，释放数据要素价值，加快繁荣 数据市场生态，国家数据局、工业和信息化部、公安部、中国证监会等四部门2月7日发布《关于培育数 据流通服务机构 加快推进数据要素市场化价值化的意见》。意见提出，鼓励公共数据产品和服务通过 数据交易所（中心）开展流通交易。加强数据交易所（中心）管理，统筹优化布局，严控数量，适时开 展整合优化。 东吴证券研报认为，2026年迎来"数据要素价值释放年"，预计关于数据产权、交易流通等方面基础制度 有望进一步完善，各地公共数据、产业数据价值将进一步得到挖掘，数据运营、数据标注和分析处理、 数据资产化三方面标的值得关注。 公司方面，据上证报表示， ...

Investment Rating - The report rates the industry as "Buy" [5] Core Insights - The AI application competition is intensifying, with major players like Yuanbao, Qianwen, and Doubao launching various promotional activities to capture AI traffic [2][8] - Internet penetration in China has surpassed 80%, with a user base of 1.125 billion, indicating a significant market for digital advertising [14][15] - The advertising market shows signs of recovery, with a notable increase in ad spending starting from July 2025, particularly during the November shopping festival [15] Summary by Sections AI Application Competition - During the 2026 Spring Festival, Yuanbao launched a 1 billion RMB cash red envelope campaign, while Qianwen initiated a 3 billion RMB promotional event focused on food delivery [8][10] - On February 6, 2026, these three AI applications dominated the iPhone app download charts, with Yuanbao and Qianwen reaching the top positions [10][12] Internet Penetration and Advertising Market - According to CNNIC, the internet penetration rate in China reached 80.1% in 2025, with 602 million users engaging with generative AI applications [14] - The advertising market has shown a recovery trend, with ad spending growth rates exceeding double digits from September to November 2025, peaking at 16.6% during the shopping festival [15][16] Recommended Stocks - The report recommends several companies across different sectors that are expected to benefit from the AI ecosystem, including: - **Gaming**: Century Huatong, Giant Network, Perfect World, and others [13] - **Film and Television**: Mango Super Media, Wanda Film, and Shanghai Film [13] - **Marketing**: Easy Point and Worth Buying [13] Industry Performance - The SW Media Index fell by 3.30% from February 2 to February 6, 2026, underperforming compared to major indices [5]

顺网科技涨超12%，迅游科技涨超7%，浙数文化、完美世界、掌趣科技、神州泰岳、盛天网络、富春 股份等个股跟涨。 ...

Core Viewpoint - The article discusses the impact of a rumor regarding potential tax rate adjustments on the gaming industry, which led to significant fluctuations in stock prices for major gaming companies like Tencent and NetEase. However, the credibility of the rumor is questioned by industry experts and analysts [2][4][5]. Group 1: Market Reactions - On February 3, gaming stocks experienced a sharp decline, with Tencent dropping over 6% and NetEase falling more than 3% during intraday trading. However, by the end of the day, A-share gaming stocks rebounded, with Century Huatong and Jiubang Technology both rising over 2% [2]. - The gaming index (BK1406) increased by more than 3.4% by the end of the trading day, with several stocks, including Shunwang Technology, seeing significant gains, with a rise of 13.8% [2][3]. Group 2: Tax Rumor Analysis - A rumor suggested that the financial and internet value-added services, including in-game purchases and advertising, might face a tax rate increase from 6% to align with the 32% rate of the liquor industry, which could compress profit margins for companies like Tencent [4]. - Industry insiders have largely dismissed the rumor as lacking credibility, with Century Huatong stating they have not received any related information and that their operations remain normal [5]. - Analysts argue that the proposed tax increase from 6% to 32% is unlikely, as many companies already operate within a tax rate range of 15%-25%, and such a tax adjustment would require extensive legislative processes [5][6]. Group 3: Legal and Policy Considerations - The article highlights that the rumor is based on a misunderstanding of tax classifications, as the 32% rate applies to consumption tax, while the gaming and internet services are subject to value-added tax (VAT) at 6% [8]. - Current tax regulations, as outlined in the VAT law effective from January 1, 2026, specify three tax rates: 13%, 9%, and 6%, with financial and modern services falling under the 6% category [8][10]. - Analysts from Huachuang Securities emphasize that any tax increase would likely be passed on to consumers, contradicting the government's current focus on promoting consumption and economic growth [10].

Core Viewpoint - The credibility of rumors regarding potential tax rate adjustments for the gaming and internet value-added services industry is considered low by industry insiders [1][4][6]. Market Reaction - On February 3, a rumor caused significant fluctuations in the gaming stock market, with Tencent's shares dropping over 6% and NetEase's shares falling more than 3% at one point. However, by the end of the trading day, A-share gaming stocks rebounded, with Century Huatong and Jiubang Technology both rising over 2% [1]. - The gaming index (BK1406) increased by more than 3.4%, with notable gains from companies like Shunwang Technology, which surged by 13.8% [1][2]. Tax Rumor Details - A rumor suggested that the gaming and internet value-added services sectors might face a tax rate increase from 6% to align with the 32% rate applicable to the liquor industry, which could compress profit margins for companies like Tencent [3]. - Industry analysts have expressed skepticism about the feasibility of such a tax increase, citing the complexity of revenue structures in large companies and the existing tax rates already being in the 15%-25% range [4][5]. Industry Response - Various industry representatives have denied receiving any information regarding the rumored tax changes, with Century Huatong stating that their operations remain normal [4]. - Analysts from Dolphin Investment Research and other firms have indicated that the market reaction is likely an overreaction to the rumors, emphasizing that significant tax changes would require extensive procedural groundwork [5][6]. Legal and Policy Considerations - Legal experts and analysts have pointed out that the rumor lacks a solid legal basis, as the current tax structure is defined by the Value-Added Tax Law, which specifies three tax rates: 13%, 9%, and 6% [6][7]. - The current policy focus is on stabilizing growth and supporting innovation, making a broad tax increase counterproductive to government objectives [8].

Core Viewpoint - The market reacted negatively to rumors suggesting that the financial and internet value-added services sectors, including gaming, might face tax rate adjustments similar to those applied to liquor, leading to a decline in stock prices for major companies like Tencent and others in the gaming sector [1][10]. Group 1: Market Reaction - On February 3, the A-share gaming sector experienced a significant drop, with Century Huatong's stock falling over 9%, and other major gaming stocks like Kaixin Network, Giant Network, and 37 Interactive Entertainment also declining [1][10]. - Following the initial drop, gaming stocks rebounded, with Shunwang Technology rising by 14.65%, and other companies like Xunyou Technology, Zhejiang Shuju, and Perfect World seeing increases of over 5% [1][10]. Group 2: Tax Rumors and Industry Response - Industry insiders have confirmed that there has been no official communication regarding tax rate adjustments, indicating that the rumors are likely unfounded [5][14]. - A representative from a leading gaming company stated that no formal documents or meetings regarding tax adjustments have been received, further supporting the notion that the rumors lack credibility [5][14]. - According to a report from Everbright Securities, the rumors are based on a misunderstanding of tax categories, as the proposed comparison between gaming and liquor tax rates is misleading [6][15]. Group 3: Tax Policy Context - The current tax rate for financial services and modern services, including gaming and advertising, is set at 6%, contrasting with the 9% rate applicable to basic telecommunications and construction sectors [6][15]. - The recent tax rate adjustment announced by the Ministry of Finance and the State Administration of Taxation only pertains to basic telecommunications services, not affecting financial or internet value-added services [6][15]. - The prevailing policy focus is on stabilizing growth and promoting innovation, suggesting that significant tax increases in key sectors would contradict current governmental objectives [7][16].