上证早知道｜重要预告，今日10时；医保基金即时结算经办规程，来了；游戏用户规模，新高

Economic Policy and Development - The National Development and Reform Commission (NDRC) emphasized the need to cultivate new productive forces and promote the "AI+" initiative, aiming for high-quality development in the low-altitude economy and digital economy innovation [5] - A press conference on the current economic situation and work will be held by the NDRC on August 1 [2][5] Healthcare and Insurance - The National Healthcare Security Administration issued a trial regulation for immediate settlement of basic medical insurance funds, allowing eligible medical institutions to be included in the immediate settlement range [3][5] - The regulation aims to enhance the efficiency of medical expense settlements for insured individuals [5] Gaming Industry - The "China Game Industry Report" forecasts that the domestic gaming market will achieve actual sales revenue of 168 billion yuan in the first half of 2025, marking a year-on-year growth of 14.08% [3][6] - The number of gaming users is expected to reach approximately 679 million, reflecting a growth of 0.72% year-on-year [3][6] AI and Robotics - The AI agent concept is gaining traction, with companies like Baidu testing AI applications on their platforms, which is expected to drive industry growth [8] - IDC predicts that the global robotics market will exceed $400 billion by 2029, with China accounting for nearly half of the market share and a compound annual growth rate of nearly 15% [6] Pharmaceutical and Innovation - The innovative drug sector is experiencing significant activity, with companies like Shiyao Group entering into a major licensing agreement valued at up to $2.075 billion [11] - The National Healthcare Security Administration is holding discussions to support the development of innovative drugs and medical devices [11][12] Investment Trends - Long-term funds are increasingly investing in advanced manufacturing sectors, with notable increases in holdings in companies like DingTong Technology and SuShi Testing [23] - There has been a significant inflow of 70 billion yuan into Hong Kong-themed ETFs, indicating a structural bull market in the region [24]