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加速以及影视板块业绩强势回暖等多重因素催化，我们看好传媒板块未来的投资机会。首先，游戏版号持续且稳定发放以及游戏品质提升，游戏板块的基本面将迎来较大改善。其次，人工智能应用技术发展已步入快车道，应用场景将越来越丰富，将有助于电影、广告营销、新媒介平台等公司降本增效，建议关注传媒板块的中长期投资机会。","fund":{"_id":3000000004752,"stockCode":"004752","stockType":"fund","areaCode":"cn","followedNum":288,"blackenedNum":0,"status":"normal","exchange":"jj","fundType":"stock","ipoDate":"2017-11-29T16:00:00.000Z","setUpScale":16034500,"market":"a","tickerId":4752,"custody":"中国工商银行股份有限公司","name":"广发中证传媒交易型开放式指数证券投资基金发起式联接基金","shortName":"广发中证传媒ETF联接A","fundSecondLevel":"company","lastUpdated":"2026-04-10T17:08:28.337Z","__csrcFundId":4974,"fundStatus":"normal","masterFundFlag":1,"inceptionDate":"2018-01-01T16:00:00.000Z","memoNum":2,"fundCollectionId":4000050300000,"currency":"CNY","masterFundShortName":"广发中证传媒ETF联接","pinyin":"gfzzcmjyxkfszszqtzjjfqsljjj","__indexSourceEastMoney":1,"__indexSourceCsi":1,"etfFundFlag":1,"feederFundFlag":1,"indexFundFlag":1,"indexId":1000000399971,"managers":[{"stockCode":"db20376800","stockType":"fund_manager","exchange":"fm","tickerId":120717150830,"name":"罗国庆"}]},"announcement":{"linkText":"广发中证传媒交易型开放式指数证券投资基金发起式联接基金2023年中期报告","linkUrl":"http://eid.csrc.gov.cn/fund/disclose/instance_show_pdf_id.do?instanceid=954835","linkType":"PDF","source":"csrc_pdf"}},{"_id":"69aec8197fea5b3eb04776b2","date":"2023-03-30T16:00:00.000Z","stockId":3000000004752,"sao":"本基金跟踪的标的是中证传媒指数，该指数聚焦传媒行业，从可选消费、信息技术行业中，选取不超过50只与传媒相关的公司股票组成，反映传媒行业公司股票的走势。作为ETF联接基金，本基金主要投资广发中证传媒ETF，同时秉承指数化被动投资策略，尽量降低跟踪误差。2023年1季度A股各类宽基指数出现分化，沪深300指数上涨4.63%，中证500指数上涨8.11%，创业板指数上涨2.25%，中证传媒指数上涨41.14%。受游戏版号发放节奏加快、AIGC技术应用、影视板块业绩强势回暖等多重因素影响，传媒板块市场表现较好。具体细分板块来说，首先，我们看好游戏板块长线投资机会，在游戏版号控量提质的趋势下，我们预计行业内优质内容供给有望提升。由于游戏行业本质为供给带动需求，更多优质精品游戏获得版号上线有望提升行业活跃度及规模效应。其次，2023年广告营销板块基本面普遍有复苏逻辑支撑，AI作为生产工具，在激发行业创意的同时提升素材生产效率。最后，我们认为，AIGC技术发展已步入快车道，应用场景将越来越丰富，有助于传媒板块相关上市公司降本增效，有利于传媒板块行业中长期的发展。基金投资运作方面，本报告期内，本基金严格遵守合同要求，认真对待投资者日常申购、赎回及成份股调整等工作，运作过程中未发生任何风险事件。","declarationDate":"2023-04-20T16:00:00.000Z","lastUpdated":"2026-03-09T13:16:09.011Z","fund":{"_id":3000000004752,"stockCode":"004752","stockType":"fund","areaCode":"cn","followedNum":288,"blackenedNum":0,"status":"normal","exchange":"jj","fundType":"stock","ipoDate":"2017-11-29T16:00:00.000Z","setUpScale":16034500,"market":"a","tickerId":4752,"custody":"中国工商银行股份有限公司","name":"广发中证传媒交易型开放式指数证券投资基金发起式联接基金","shortName":"广发中证传媒ETF联接A","fundSecondLevel":"company","lastUpdated":"2026-04-10T17:08:28.337Z","__csrcFundId":4974,"fundStatus":"normal","masterFundFlag":1,"inceptionDate":"2018-01-01T16:00:00.000Z","memoNum":2,"fundCollectionId":4000050300000,"currency":"CNY","masterFundShortName":"广发中证传媒ETF联接","pinyin":"gfzzcmjyxkfszszqtzjjfqsljjj","__indexSourceEastMoney":1,"__indexSourceCsi":1,"etfFundFlag":1,"feederFundFlag":1,"indexFundFlag":1,"indexId":1000000399971,"managers":[{"stockCode":"db20376800","stockType":"fund_manager","exchange":"fm","tickerId":120717150830,"name":"罗国庆"}]},"announcement":{"linkText":"广发中证传媒交易型开放式指数证券投资基金发起式联接基金2023年第1季度报告","linkUrl":"http://eid.csrc.gov.cn/fund/disclose/instance_show_pdf_id.do?instanceid=879163","linkType":"PDF","source":"csrc_pdf"}},{"_id":"69aec8197fea5b3eb04776b1","date":"2022-12-30T16:00:00.000Z","stockId":3000000004752,"sao":"中证传媒指数聚焦传媒行业，从可选消费、信息技术行业中，选取不超过50只与传媒相关的公司股票组成，反映传媒行业公司股票的走势。作为ETF联接基金，本基金主要投资广发中证传媒ETF，同时秉承指数化被动投资策略，尽量降低跟踪误差。2022年度A股市场各类风格的宽基指数普遍下跌，沪深300指数下跌21.63%，中证500指数下跌20.31%，创业板指下跌29.37%，中证传媒指数下跌31.14%。从行业来看，受经济增速下滑以及美国通胀加剧等多重因素影响，2022年31个申万一级行业中，仅煤炭和综合行业累计涨幅为正，其余行业均有不同程度的下跌。基金投资运作方面，本报告期内，本基金严格遵守合同要求，认真对待投资者日常申购、赎回及成份股调整等工作，运作过程中未发生任何风险事件。","declarationDate":"2023-01-19T16:00:00.000Z","lastUpdated":"2026-03-09T13:16:09.008Z","mo":"展望2023年，在货币政策有望延续温和宽松的格局背景下，叠加国内各地疫情好转，消费有望逐步恢复，国内经济修复确定性较强，我们较为看好传媒行业的投资机会。首先，游戏版号常态化发放趋势继续验证，有望助力游戏行业快速增长。其次，疫情防控放松后，影视板块迎来强势回暖。最后，叠加传媒板块2022年基数较低，传媒板块未来有望迎来反弹和估值修复。","fund":{"_id":3000000004752,"stockCode":"004752","stockType":"fund","areaCode":"cn","followedNum":288,"blackenedNum":0,"status":"normal","exchange":"jj","fundType":"stock","ipoDate":"2017-11-29T16:00:00.000Z","setUpScale":16034500,"market":"a","tickerId":4752,"custody":"中国工商银行股份有限公司","name":"广发中证传媒交易型开放式指数证券投资基金发起式联接基金","shortName":"广发中证传媒ETF联接A","fundSecondLevel":"company","lastUpdated":"2026-04-10T17:08:28.337Z","__csrcFundId":4974,"fundStatus":"normal","masterFundFlag":1,"inceptionDate":"2018-01-01T16:00:00.000Z","memoNum":2,"fundCollectionId":4000050300000,"currency":"CNY","masterFundShortName":"广发中证传媒ETF联接","pinyin":"gfzzcmjyxkfszszqtzjjfqsljjj","__indexSourceEastMoney":1,"__indexSourceCsi":1,"etfFundFlag":1,"feederFundFlag":1,"indexFundFlag":1,"indexId":1000000399971,"managers":[{"stockCode":"db20376800","stockType":"fund_manager","exchange":"fm","tickerId":120717150830,"name":"罗国庆"}]},"announcement":{"linkText":"广发中证传媒交易型开放式指数证券投资基金发起式联接基金2022年年度报告","linkUrl":"http://eid.csrc.gov.cn/fund/disclose/instance_show_pdf_id.do?instanceid=864807","linkType":"PDF","source":"csrc_pdf"}},{"_id":"69aec8197fea5b3eb04776b0","date":"2022-09-29T16:00:00.000Z","stockId":3000000004752,"sao":"中证传媒指数聚焦传媒行业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