机构称下半年新品饱满，持续看好游戏主线，游戏ETF（159869）打开低位布局通道

Group 1 - The gaming sector is experiencing a strong recovery driven by four key factors: continuous improvement in fundamentals, marginal policy easing, significant valuation repair potential, and innovation driven by AI technology [1] - High-frequency data indicates that the summer gaming season is just beginning, with titles like "Supernatural Action Group" entering the free Top 3 and best-selling Top 10, suggesting potential revenue increases in late July to early August [1] - The current gaming cycle is not only misaligned with major companies' product cycles but also reflects the industry's external challenges over the past 2-3 years and internal restructuring, leading to a clear understanding of each company's capabilities [1] Group 2 - The gaming sector is catalyzed by multiple factors including AI, content, and changes in commercialization models, with the gaming ETF (159869) tracking the performance of A-share listed companies in the anime and gaming industry [2] - The annual gaming event ChinaJoy is approaching, presenting potential investment opportunities in the gaming ETF (159869) [2]