资金流入游戏板块，游戏ETF（516010）近10日净流入近4亿元，AI技术赋能商业化进程受关注

Group 1 - The core viewpoint is that the gaming industry is expected to see accelerated application and commercialization of AI products, particularly focusing on AI Agents, AI companionship, and AI multimodal technologies [1] - AI Agents are viewed as productivity tools that enhance efficiency through autonomous decision-making and dynamic interaction, with expectations for continuous optimization throughout the year [1] - AI companionship addresses personalized interaction needs and falls within the broader entertainment sector [1] Group 2 - AI multimodal technologies, including audio, video, and 3D models, are undergoing continuous iteration, driving the accelerated implementation of industry applications [1] - The gaming ETF (code: 516010) tracks the animation and gaming index (code: 930901), which is compiled by China Securities Index Co., Ltd., reflecting the overall performance of listed companies in the Chinese animation and gaming industry [1] - The index constituents are primarily distributed across cultural media and software development sectors, showcasing both industry concentration and innovative growth characteristics [1]