On December 18, 2023, the holdings of the entertainment media ETF (516190) rose less and fell more, with short drama concepts related to Yuanwang Technology and Aofei Entertainment leading the rise, and data element-related sectors such as Zhejiang Digital Culture and Zhongnan Media followed suit, as of 10:12, the entertainment media ETF (516190) fell 076%, intraday premium.
On December 15, the National Data Bureau solicited opinions from the public on the "Data Element X" Three-Year Action Plan (Draft for Comments), aiming to carry out key actions from 12 major areas, strive to show the multiplier effect of data elements in 2026, create more than 300 typical application scenarios, the average annual growth rate of the data industry exceeds 20%, and the scale of data transactions increases by 1 times.
CITIC** believes that "Data Element X" is another blockbuster policy after the "Data 20", which provides specific direction and path guidance, and the scenario implementation is more feasible, which will help guide the extensive participation of ** and social forces. The construction of the data element system has been continuously improved and deepened, and the potential has been continuously released, which may focus on investment opportunities in data collection, rights confirmation, trading, application and other links, and the Internet, publishing and other sectors are expected to fully benefit.
The hot spots of the A-share media and game sector continue to catalyze, and the related targets: game ETF (159869) and entertainment media ETF (516190), the former focuses on games, with high industry concentration and sufficient flexibility, and the latter has a decentralized layout, reflecting the overall trend of the media sector such as games, film and television, and marketing.
The content and data are for reference only and do not constitute investment advice. AI technology strategy is provided for Youlian Cloud.