上市游戏公司多款新游表现强势，暑期档游戏赛道有望持续高景气，聚焦游戏ETF（159869）布局机会

Group 1 - The gaming sector is experiencing a revival driven by four key factors: continuous improvement in fundamentals, marginal policy easing, significant value recovery potential, and innovation driven by AI technology [1] - Several new games from listed gaming companies are performing strongly, indicating a high level of activity in the summer gaming season [1] - AI integration in gaming is progressing positively, with notable developments such as the upcoming launch of the 3D-AI companion application EVE and the AI game development platform SOON [1] Group 2 - The new game cycle is expected to enhance the fundamentals of the gaming sector, with ongoing policy stability and the entry of gaming companies into new game cycles contributing to valuation uplift [2] - The gaming sector is catalyzed by multiple factors including AI, content, and changes in commercialization models, suggesting potential for upward valuation elasticity [2]