深读100：多地政府支持二次元发展；中国资产成全球资本配置重要部分

Group 1 - The rise of "water-friendly tourism" has increased the popularity of mobile waterproof bags, with new brands achieving annual sales close to 10 million yuan [1] - The market for mobile waterproof bags is characterized by severe homogenization, but there is still room for technological and user experience exploration [1] Group 2 - The Chinese government plans to prohibit the practice of secretly pushing OTA (Over-The-Air) updates at night, requiring all OTA upgrades to undergo a three-step process of "filing-testing-verification" [1] Group 3 - Multiple local governments are actively supporting the development of the ACG (Animation, Comic, Game) industry, with Beijing hosting its first large-scale ACG exhibition and Shanghai releasing policies to support internet content creation [1] Group 4 - Chinese assets have significantly outperformed US stocks this year, with South Korean retail investors increasing their holdings in Hong Kong and A-shares, leading to record high market values [1] - The A-share market has seen the emergence of multiple bullish stocks across various sectors, with bank stocks performing particularly well, establishing Chinese assets as an important part of global capital allocation [1]