政策与技术双轮驱动行业景气度，游戏ETF（516010）涨超1.5%

Group 1 - The core viewpoint is that the media and internet industry is experiencing growth driven by both policy support and technological advancements, particularly in the gaming sector [1] - The State Council recently emphasized the importance of developing overseas gaming businesses, indicating a supportive policy environment for the cultural industry [1] - The issuance of game licenses by the National Press and Publication Administration remains at a high level, reinforcing the trend of encouraging cultural industry development [1] Group 2 - The rapid development of the AI industry, along with accelerated application deployment, is expected to enhance content production innovation in the gaming sector [1] - OpenAI has launched a lightweight version of Deep Research, while Baidu has released a mobile general-purpose super-intelligent app called "Xinxiang," showcasing advancements in AI technology [1] - The gaming ETF (516010) tracks the animation and gaming index (930901), which includes A-share listed companies involved in animation production, game development, and operations, reflecting the overall performance of China's animation and gaming industry [1]