游戏板块持续活跃，游戏ETF（516010）涨超2%，近5日净流入额超3.2亿元

Group 1 - The gaming sector remains active, with the gaming ETF (516010) rising over 2% and a trading volume exceeding 120 million yuan, indicating strong capital inflow with a net inflow of over 320 million yuan in the past five days [1] - Recent new game launches have performed well, with significant contributions from high-quality products expected to be released in the second half of the year, including Tencent's "Valorant Mobile" and Perfect World's "Yihuan" [1] - The partnership between Kuaishou's Keling AI and NetEase's mobile game "Nirvana in Fire" aims to enhance social gameplay through advanced AI video generation technology, expanding Keling AI's commercial application in the gaming industry [1] Group 2 - Leading companies in the film and gaming sectors are actively exploring new revenue streams by developing and selling IP toy products, thereby expanding their income scale and enhancing the commercial value of upstream IP and downstream channel enterprises [2] - The expansion of China's new consumer market and AI-driven media technology is expected to further enhance the commercial value of IP, presenting potential investment opportunities in the gaming ETF (516010) [2]