The global casino gaming equipment market is expected to grow at a CAGR of 15.25% during the forecast period. The easing of government regulations related to casino markets is one of the major factors contributing to the growing demand for casino gaming equipment. Many countries, such as Japan, are aiming at legalizing casino gaming because of the growing popularity of gambling and the high revenue contribution from casinos globally. The market growth is also driven by factors such as the increasing middle-class population and rising disposable income. This rise in demand for gambling games is leading to an increase in the construction of new casino centers across the world. For instance, Marina Bay Sands, which opened in April 2010, generated a revenue of $1.06 billion from the casino in 2010 and more than $2.3 billion in 2015.

Cloud gaming is a type of online gaming that allows gamers to access and play games that are stored on a remote server. These games can be accessed using internetconnected devices for free or by paying a subscription fee. The global cloud gaming market will grow at a CAGR of 28.86% during the forecast period. The growth is attributed to the rising population of gamers, increasing gamification, and growing adoption of mobile devices. In 2015, the Americas accounted for a major share of the global market. The US was the key revenue-generating country in 2015. Microsoft, NVIDIA, Playkey, PlayGiga, and Sony are some of the prominent vendors operating in the market.

印度电影《摔跤吧！爸爸》首日开画成绩并不明朗，排片只有13.3%，但随后，来自影迷们大量的好评，使影片实现了排片逆袭（单日排片最高上涨至 26.8%），单日入账金额翻了 4 翻，总票房突破 4 亿大关。面对一匹印度黑马的强势逆袭，《银河护卫队 2》的表现则显得有些疲软，本周入账 2.12 亿，总票房累计 5.6 亿，位居票房亚军。

Amusement parks attract and entertain individuals through a variety of adventure games such as water and dry rides. Amusement parks charge customers a pre-defined fee for delivering these services. They contribute immensely to the world GDP and employment. Amusement parks generate revenue through many streams such as tickets, hospitality, merchandizing, licensing, and events.

本周(5.2-5.5)传媒板块指数下跌 1.27%，上证综指下跌 1.56%，深证成指下跌 2.00%，创业板指下跌 1.34%。本周传媒板块涨幅前五:麦达数字(26.20%)、金科股份(12.33%)、保龄宝(10.02%)、恒信移动(9.75%)、浙数文化(8.81%);板块涨幅后五:中国高科(-16.94%)、海信电器(-16.92%)、高伟达(-17.36%)、贵广网络(-10.89%)、盛天网络(-8.96%)。

上周行情回顾：上周互联网传媒行业跌幅为 1.67%，在申万 28 个行业中涨幅排名第 15 名，各子版块全部下跌，其中影视动漫跌幅最大，达到-2.73%。涨幅前五的公司为恒信移动（9.08%）、浙数文化（5.45%）、顺网科技（5.45%）、腾信股份（4.80%）、巴士在线（3.71%）。

本周传媒板块下跌1.71%，跌幅超过创业板（-1.45%）、中小板（-1.52%）、沪深 300（-1.66%），细分板块中特别是动画电影和广播电视板块分别下跌了2.9%和 2.33%。当前市场来看，对于传媒板块的监管力度逐步加大，特别是融资、并购重组进度放缓，导致板块在外延拓展方面迅速降温，估值中枢下调，此时具有明显内生竞争力、现金流充沛的龙头公司将愈加获得资金青睐。

视频付费将成为娱乐业最大的引擎，影视剧厂商面临的市场十分广阔根据艺恩网，我国目前的付费视频用户约 7500 万，渗透率为 5.6%（而美国付费渗透率约 40%）。预计未来付费会员的数量将快速增长，带来付费收入的提升。我们判断，由于头部影视剧是促进用户付费的拉新利器，视频网站难以轻易缩减购剧预算，预计上市公司当中的影视内容厂商将凭借精品头部剧，在行业成长中持续受益。

本周传媒指数下降 1.67%，落后沪深 300 指数 0.01个百分点，在申万 28 个一级子行业指数中排名第十五。本月传媒指数下降 8.10%，落后沪深 300 指数 4.27 个百分点。本周传媒估值下降 6.33%，细分板块估值普遍下滑。

教育产业供需两侧协同上升，以好未来和新东方等为代表的优质教育企业业绩不断翻新。目前，不少 A 股教育板块上市公司已经处于低估值状态，我们认为估值低、增长稳定的教育企业的投资价值正逐渐显现。如：开元股份、世纪鼎利、立思辰等。