政策利好、出海扩张、AI赋能，游戏ETF（516010）领涨2%

Group 1 - The core viewpoint of the articles highlights the positive momentum in the gaming industry, driven by favorable policies, increased game approvals, and technological advancements [3][4]. - The Shanghai Composite Index and Shenzhen Component Index showed an upward trend, with the media sector leading the gains, particularly the gaming sector which saw a notable increase in the gaming ETF (516010) [1]. - In June, a record high of 158 game approvals was reported, including 147 domestic and 11 imported games, indicating a normalization in the issuance of game licenses and improved supply dynamics [3]. Group 2 - The gaming ETF (516010) tracks the CSI Animation and Gaming Index, which has yielded a return of 61.64% over the past year and 54.56% over the past three years, showcasing strong performance compared to other indices [4][5]. - The Zhejiang provincial government has introduced supportive measures for game companies to expand internationally, marking a significant step in promoting the globalization of the gaming industry [3]. - AI technology is increasingly empowering the gaming sector, with advancements in models and applications expected to accelerate commercialization across various fields, including gaming [3].