| 股票代码 | 股票简称 | 涨跌幅 | 权重 | | --- | --- | --- | --- | | 300033 | 同花顺 | -1.26% | 8.68% | | 300803 | 指南针 | -0.11% | 6.38% | | 300339 | 润和软件 | 0.06% | 4.93% | | 300418 | 昆仑万维 | -4.13% | 4.66% | | 301236 | 软通动力 | 0.19% | 3.82% | | 300454 | 深信服 | 2.87% | 3.58% | | 300496 | 中科创达 | -0.07% | 3.08% | | 301269 | 华大九天 | 0.56% | 2.87% | | 300002 | 神州泰岳 | -0.88% | 2.83% | （以上所列股票仅为指数成份股，无特定推荐之意） 以上内容与数据，与有连云立场无关，不构成投资建议。据此操作，风险自担。 2026年2月11日，软件概念延续震荡，截至 13:55，创业板软件ETF华夏(159256)跌0.09%，其持仓股网宿科技上涨10.60%，广立微上涨9.04%，东方国信、信 息发 ...

传媒概念股走强，光线传媒涨20%，恺英网络涨超7%，神州泰岳涨超4%。 受盘面影响，传媒ETF涨超4%。 | 代码 | ਤੇ ਕਿਹਾ 名称 | 涨跌 | 涨跌幅 | | --- | --- | --- | --- | | 159805 | 主 传媒ETF | 0.074 | 4.39% | | 512980 | 主 传媒ETF | 0.052 | 4.30% | | 516190 | 主 传媒ETF华夏 | 0.061 | 4.17% | 有券商表示，从中长期来看，随着内容供给逐步恢复，AI等技术赋能持续深化，叠加政策支持及消费 回暖预期，传媒行业景气度有望得到修复。建议关注影视院线、游戏、广告营销等领域业绩表现亮眼的 公司，并关注布局数字资产、应用AIGC相关技术的公司。 （文章来源：每日经济新闻） ...

近期，字节跳动推出AI视频生成模型Seedance2.0，引爆AI语料概念股行情。据悉，该模型可根据文本或图像生成电影级视 频，采用双分支扩散变换器架构，同步输出视频与原生音频；用户输入详细提示词或单张图片后，60秒内即可生成含多镜 头序列及配套音频的完整视频。 不过，在受到高度关注后，Seedance2.0紧急暂停了真人素材参考能力。官方运营人员表 示，为了保障创作环境的健康可持续，正在针对反馈进行紧急优化，目前暂不支持输入真人素材作为主体参考。 影视院线领域，猫眼专业版数据显示，截至发稿，2026年春节档新片预售票房已超8600万元，其中《飞驰人生3》《惊蛰无 声》均超2000万元。 AI应用持续火热，影视ETF涨停，游戏ETF、游戏ETF华泰柏瑞涨超6%；传媒ETF、线上消费ETF工银、传媒ETF、传媒 ETF华夏涨超5%。 影视ETF跟踪的中证影视主题指数，覆盖了从电影、电视剧、网络剧的制作、发行、运营到院线等全产业链的50家上市公 司。 传媒ETF跟踪中证传媒指数，指数聚焦从营销与广告、文化娱乐、数字媒体等行业中，选取总市值较大的50只上市公司证 券作为指数样本，成分股主要覆盖分众传媒、蓝色光标、利 ...

2025 年 Q4 SW 传媒行业指数下降 4.92%，资金活跃度略微降低，但保 持在较高水平。从 2025 年 Q4 的基金重仓配置情况看，SW 传媒行业回 落至低配状态，以 SW 传媒行业重仓为基准，游戏板块受到市场关注， 维持超配，基金重仓配置集中，抱团现象较为显著。 投资要点： 传媒行业重仓配置回落转为低配，游戏板块仍为市场关注重点。2025 年 Q4 SW 传媒行业的适配比例为 1.63%，基金重仓比例为 1.22%，低配比 例为 0.41%。以 SW 传媒行业重仓为基准，游戏板块维持超配，超配比 例上涨 3.59pct 至 40.26%，其余子板块持续低配。 游戏板块占据前十大重仓股主要部分，市场关注度较高。从持股市值 看，2025 年 Q4 SW 传媒行业的前十大重仓股分别为巨人网络、世纪华 通、恺英网络、分众传媒、三七互娱、完美世界、吉比特、神州泰岳、 光线传媒、昆仑万维，游戏行业占据 8 席。从前十大重仓股的行情表现 来看，2025 年第四季度，除三七互娱的股价实现上涨外，其余九只股 价均出现下跌。其中，吉比特与恺英网络的股价跌幅尤为显著，分别下 跌了 24.58%和 22.12%。 证券研 ...

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。 ...

证券日报网讯2月3日，神州泰岳（300002）在互动平台回答投资者提问时表示，截至2026年1月30日， 公司股东人数为111145户。 ...

从资金流向上来看，当日游戏板块主力资金净流出6.03亿元，游资资金净流出4.29亿元，散户资金净流入10.32亿元。游戏板块个股资金流向见下 表： | 代码 | 名称 | 主力净流入(元) | 主力净占比 游资净流入 (元) | | 游资净占比 散户净流入(元) | | 散户净占比 | | --- | --- | --- | --- | --- | --- | --- | --- | | 300113 顺网科技 | | 1.59亿 | 4.95% | -9183.07万 | -2.85% | -6735.49万 | -2.09% | | 300418 | 昆仑万维 | 3723.89万 | 0.79% | -6882.46万 | -1.45% | 3158.57万 | 0.67% | | 300315 掌趣科技 | | 3073.61万 | 2.12% | -3387.01万 | -2.34% | 313.40万 | 0.22% | | 300043 | 星辉娱乐 | 2917.64万 | 3.49% | 99.10万 | 0.12% | -3016.74万 | -3.60% | | 300494 盛天网络 ...

Core Viewpoint - The article discusses rumors regarding potential tax rate adjustments for the financial and internet value-added services sectors, particularly gaming, which led to a decline in stock prices for major internet companies like Tencent. However, industry insiders have largely dismissed these rumors as unfounded and lacking credibility [1][6][7]. Group 1: Market Reactions - On February 3, market rumors about tax rate adjustments caused a significant drop in the A-share gaming sector, with Century Huatong's stock falling over 9%, and other major gaming stocks like Kaixin Network and Giant Network also experiencing declines [1]. - Despite the initial drop, gaming stocks rebounded later, with Shunwang Technology rising by 14.65% and other companies like Xunyou Technology and Zhejiang Shuju Culture seeing increases of over 5% [1][2]. Group 2: Tax Rate Rumors - The rumors suggested that the gaming tax rate might align with the 32% rate applied to liquor, which is a consumption tax, while gaming services are subject to a value-added tax (VAT) of 6% [6][7]. - Industry experts confirmed that there has been no official communication regarding tax rate changes, and the credibility of the rumors is considered low [6][7]. Group 3: Tax Policy Context - The current VAT law, effective from January 1, 2026, specifies three tax rates: 13%, 9%, and 6%, with financial and modern services, including gaming, falling under the 6% category [7]. - Recent adjustments in tax rates have only affected basic telecommunications services, and any changes to the tax structure would require rigorous legislative or administrative processes [7]. - The prevailing policy focus is on stabilizing growth and supporting innovation, making significant tax increases on key industries unlikely [7].

Investment Rating - The report assigns an "Overweight" rating for the industry [4] Core Insights - The media index (Shenwan) increased by 0.21%, ranking 10th among 31 industries, outperforming the CSI 300 index which rose by 0.08% [8] - The report suggests investing in vertical segments with high growth potential, recommending companies such as Wanda Film, Perfect World, and Mango Super Media [8] Summary by Sections DeepSeek Model Release and Spring Festival Film Schedule - DeepSeek launched a new document recognition model, DeepSeek-OCR2, which significantly enhances image recognition capabilities through a novel "Causal Flow" visual reasoning logic [9] - As of now, six films have been scheduled for the 2026 Spring Festival, showcasing a diverse range of genres including drama, comedy, crime, action, martial arts, and animation [15] Industry and Company News - The report highlights key developments in AI and the internet, including Alibaba's AI chip launch and Tencent's AI-powered input method [20] - In the cinema sector, the film "Star River Dream" has been officially scheduled for the 2026 Spring Festival [22] - The gaming industry is also active, with Nintendo announcing a classic game library for its Switch Online service [22] Company Performance and Recommendations - The report provides a valuation table for recommended companies, indicating their expected earnings per share (EPS) and price-to-earnings (PE) ratios for 2024 to 2026, with all recommended companies rated as "Overweight" [16][17] - Notable companies include: - Wanda Film: Market cap of 250.03 billion, PE of 19.41 for 2024 [16] - Perfect World: Market cap of 365.49 billion, PE of 44.86 for 2024 [16] - Mango Super Media: Market cap of 532.40 billion, PE of 32.36 for 2024 [16]

证券代码：300002 证券简称：神州泰岳 公告编号：2026-002 北京神州泰岳软件股份有限公司 关于全资子公司与大唐半导体有关诉讼再审的进展公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假 记载、误导性陈述或重大遗漏。 特别提示： 二、案件进展情况 大唐半导体目前已被吸收合并注销，诉讼主体资格已由大唐投资控股发展 （上海）有限公司（以下简称"大唐发展"）承继，其向北京市高级人民法院重新 提交再审申请书，并变更了再审请求。近日，公司陆续收到北京市高级人民法院 送达的《再审申请书》，主要内容如下： 1.案件所处的诉讼（仲裁）阶段：再审立案审查阶段。 2.上市公司所处的当事人地位：被申请人（一审原告、二审被上诉人）。 3.涉案的金额：不适用。 4.对上市公司损益产生的影响：本次案件尚处于再审立案审查阶段，是否符 合再审立案条件尚需北京市高级人民法院审查后裁定，目前暂无法预计对公司本 期或期后利润的影响。公司将密切关注案件的进展情况并及时履行信息披露义务， 敬请广大投资者注意投资风险。 一、本次诉讼事项的基本情况 2025年12月，北京神州泰岳软件股份有限公司（以下简称"公司"）陆续收到 ...