游戏板块领涨，游戏ETF（516010）上涨2.75%，AI协议与政策支持或促行业生态扩展

Group 1 - The MCP agreement and the "Network Publishing Technology Innovation Leading Plan" are expected to drive the development of the media and gaming industries [1] - The MCP agreement is likened to the "HTTP protocol" of the AI era, which may accelerate AI application development and ecosystem expansion, facilitating the comprehensive implementation of large models from human-computer interaction to agent applications [1] - The National Press and Publication Administration's policy documents will guide companies in online gaming and digital reading to enhance AI model research and development, as well as the development of general entertainment AI applications, with potential financial and tax support [1] Group 2 - The collectible card game industry is experiencing high growth, with the market size in China increasing from 2.8 billion yuan in 2019 to 26.3 billion yuan in 2024, representing a CAGR of 56.6%, driven by emotional consumption needs and the rise of domestic animation IPs [1] - Breakthroughs in multimodal AI technology and policy support will aid the development of IP and experiential consumption sectors [1] Group 3 - The gaming ETF (516010) tracks the animation and gaming index (930901), which is compiled by China Securities Index Co., Ltd., covering listed companies involved in animation production, game development, and operations, aiming to reflect the overall performance of the domestic animation and gaming industry [1] - Investors without stock accounts can consider the Guotai Zhongzheng Animation and Gaming ETF Connect C (012729) and Guotai Zhongzheng Animation and Gaming ETF Connect A (012728) [1]