游戏ETF（516010）涨超3.6%，AI应用与内容输出或成行业双主线

Group 1 - The core focus of the media gaming industry from July 28 to August 4, 2025, is on technological breakthroughs and industry activities, with the National Press and Publication Administration approving 127 domestic games and 7 imported games, including NetEase's "Diablo IV" and Tencent's "Ultimate Race" [1] - Huachuang Securities highlights that the media industry is experiencing a rise in AI applications, which is expected to reshape the landscape of open-source large models in China this year, emphasizing three steps for AI application advancement: public cloud value reconstruction, empowering B-end enterprises, and C-end scenario implementation [1] - The gaming sector is advised to focus on layout opportunities after corrections, with limited impact from tax deductions on advertising expenses for listed companies, and Q3 AI industry catalysts are anticipated to drive capital allocation [1] Group 2 - The gaming ETF (516010) tracks the animation and gaming index (930901), which selects listed companies involved in animation production, game development, platform operation, and related industry chains to reflect the overall performance of the animation and gaming sector [1] - The animation and gaming index emphasizes key aspects such as content creation, technology research and development, and channel distribution, with a focus on high-growth investment in sectors like entertainment media, software services, and digital media [1]