游戏ETF（516010）涨超1.1%，版号放量叠加新游表现提振行业信心

Group 1 - The core viewpoint is that 2023 is expected to be a breakout year for closed-source general large models, while 2025 is anticipated to reshape the landscape for open-source large models in China [1] - The gaming sector is recommended for investment opportunities after market corrections, with core product high-frequency data showing continuous improvement [1] - AI applications are maturing, with the Agent landing paradigm becoming more established, leading to cost reduction and efficiency improvements in 2B sectors and enhanced experiences in 2C sectors [1] Group 2 - Commercialization processes for AI companionship and AI education are accelerating, aligning with personalized needs and high willingness to pay [1] - The IP derivative sector is experiencing increased prosperity, with accelerated progress in licensing businesses [1] - The gaming ETF (516010) tracks the animation and gaming index (930901), reflecting the overall performance of listed companies in the animation, comics, and gaming sectors [1]