春节档票房不及预期拖累影视，游戏基本面无虞，或可逢跌关注

每日经济新闻02-24

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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