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少年派的奇幻漂流

一 | (ECNS) -- China's 2026 summer box office has exceeded 8.5 billion yuan ($1.18 billion), with annual revenue surpassing 24.2 billion yuan, according to online ticketing platforms. More than 120 Chinese and overseas films across genres have been released this season, with daily box office revenue surpassing 100 million yuan for a month. Domestic animated hit All Wishes Come True has led the year’s animation chart with over 1.4 billion yuan in ticket sales. Spider Man: Brand New Day ranked third after opening in Chinese mainland cinemas two days ahead of its North American release. Domestic comedy Johnny Keep Walking! and other films have also contributed to the diverse lineup of the summer season. The upcoming film Once Upon a Time in the Middle East has earned more than 80 million yuan in presales, whose release is scheduled on Tuesday. More Chinese and overseas films, including The Odyssey, are expected to drive further growth in the summer box office. By last Sunday, summer screenings had exceeded 30.22 million, up 6.3% year on year, while moviegoers surpassed 230 million, up 5%. The average ticket price dropped 3.2% year on year to 36.3 yuan, the lowest level for a summer movie season in five years. According to the China Film Administration, 363 cinemas and 2,215 screens were added nationwide in the first seven months of 2026, expanding access and making moviegoing part of the “15 minute convenience life circle.” (By Helen Mo, intern Liu Shuangjing) 。本篇评级为★★★，主要围绕以下内容展开： 1、交接棒行情继续发酵，科技赛道回调到何时？ 2、政策和价格线索，分别对应什么机会？如有疑问请以音频内容为准，添加妙投小虎哥微信：miaotou515，入群有机会与董小姐进一步交流。

二 | 新闻解读评级说明：五星重磅，四星重要，三星级以下大家选择听。

三 | 1、交接棒行情继续发酵，科技赛道回调到何时？国内股票市场的“交接棒”行情正走得愈发坚定且清晰：资金正从上一季度炙手可热的赛道向新方向切换。三季度当仁不让的“领头羊”显然是人工智能等科技板块，而今它们在波动中压力持续加大，短线出现明显回踩的概率正在抬升。剩余两个月里，哪些新机会有望接棒？此前我们集中解读政策时多次提及“新基建”，其中我们重点锁定的是“新电网建设”。其直接对标的市场标的——电网设备等板块——已悄然走出一周左右的独立行情，且热度仍在持续酝酿、发酵。除此之外，临近上周末，随着工业品价格明显上扬，化工行业也蹿出“新火苗”。这些潜在接棒方向的背后，是市场驱动力正在发生深刻转换：原先推动科技板块向上的动力如今略显“青黄不接”——估值已被推至高位，投资者自然会质疑基本面能否支撑如此昂贵的价格。导火索来自海外，尤其是美国。当前美国正大手笔投入算力基础设施建设，项目规模动辄“万亿级”。但市场算账后发现，科技龙头年营收仅数百亿，如何支撑万亿级资本开支？于是出现尴尬一幕：CEO们越是卖力“画饼”，市场越不买账，甚至“越描越黑”。本文为妙投付费内容，上述仅为摘要，购买本专栏即可解锁完整内容。