传媒IP消费升温叠加AI商业化提速，游戏板块盘中领涨，游戏ETF（516010）涨超3%

Group 1 - The gaming sector is leading the market with the gaming ETF (516010) rising over 3% [1] - The media industry is experiencing a new consumption trend driven by Labubu, with AI applications commercializing beyond expectations [1] - New AI products such as toys and glasses are being launched at lower price points, with notable orders for products like Rokid Glasses [1] Group 2 - The gaming industry is in a new product cycle with an improved competitive landscape, and there is a focus on mid-sized products [1] - Popular titles like "Return to the Ring" and "Under the Other" are gaining attention, while the mobile game "Valorant" has surpassed 20 million pre-registrations [1] - Policy support is increasing, with a 15% year-on-year growth in license issuance, indicating a steady recovery in industry demand [1] Group 3 - The gaming ETF (516010) tracks the anime and gaming index (930901), which reflects the overall performance of listed companies in the anime and gaming sectors [1] - This index serves as a key indicator for investors to identify opportunities in the Chinese anime and gaming industry [1] - Investors without stock accounts can consider related ETF products such as Guotai Zhongzheng Anime Game ETF Link A (012728) and C (012729) [1]