每經編輯｜肖芮冬     

要點：

1、受移(yi)動端影(ying)響(xiang)，4月(yue)游(you)(you)戲市場(chang)規模整體微(wei)降，5月(yue)28日游(you)(you)戲ETF（516010）收跌(die)2.41%。部分產品前期運營活動增勢減退，新(xin)(xin)品提(ti)振市場(chang)的效果還未顯(xian)現；客戶端游(you)(you)戲市場(chang)增長，但增量(liang)有(you)限，難(nan)以(yi)抵消(xiao)降幅。版(ban)(ban)號(hao)方面，5月(yue)20日國家(jia)新(xin)(xin)聞出(chu)版(ban)(ban)署公布了5月(yue)國產網游(you)(you)審(shen)批版(ban)(ban)號(hao)名單，此(ci)次共96個游(you)(you)戲過審(shen)。5月(yue)開始，隨著重點新(xin)(xin)游(you)(you)戲的陸續上線，新(xin)(xin)品對市場(chang)的提(ti)振效果有(you)望逐步(bu)顯(xian)現。

2、夏(xia)季(ji)用電(dian)(dian)(dian)(dian)高峰將至(zhi)，電(dian)(dian)(dian)(dian)力板塊受到市場關注，綠電(dian)(dian)(dian)(dian)ETF（159669）逆勢(shi)上漲1.68%。國家能源(yuan)局此前預計(ji)(ji)今夏(xia)迎峰期間全(quan)國電(dian)(dian)(dian)(dian)力供(gong)需形勢(shi)將維持(chi)總體緊平衡(heng)。2024年底，預計(ji)(ji)并網風(feng)電(dian)(dian)(dian)(dian)和(he)太陽能發電(dian)(dian)(dian)(dian)合計(ji)(ji)裝(zhuang)(zhuang)機(ji)(ji)規模(mo)將超過(guo)煤電(dian)(dian)(dian)(dian)裝(zhuang)(zhuang)機(ji)(ji)，占總裝(zhuang)(zhuang)機(ji)(ji)比重上升(sheng)至(zhi)40%左右，部分地區新能源(yuan)消納壓力凸顯。近(jin)期，深化電(dian)(dian)(dian)(dian)力體制(zhi)改(gai)革(ge)成為(wei)(wei)高層重點研(yan)討方向，為(wei)(wei)市場帶來積(ji)極信號。隨著AI大模(mo)型的不(bu)斷演進，電(dian)(dian)(dian)(dian)力的供(gong)需格局或產生(sheng)新的變(bian)化。

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