文化消费需求释放，游戏、影视院线等行业净利增速超70%，聚焦游戏传媒板块布局机遇

Group 1 - The gaming sector experienced fluctuations with a slight recovery, as the gaming ETF (159869) saw a near 1.5% decline but attracted a net inflow of 272 million yuan over the last five trading days, indicating strong investor interest [1] - miHoYo's announcement of the UGC gameplay "Thousand Star Realm" for Genshin Impact marks a shift from being a content provider to a platform ecosystem builder, enhancing user engagement and community activity [1] Group 2 - The China Listed Companies Association reported that cultural consumption demand has been released in the first half of the year, with significant revenue growth in the gaming and film industries, and net profit growth exceeding 70% [2] - New emotional consumption scenarios, such as the pet economy and IP economy, have ignited enthusiasm among younger demographics, leading to notable performance increases for related listed companies, with net profit growth rates of 40.29% and 54.90% respectively [2] - Relevant ETFs include the gaming ETF (159869), which focuses on leading companies in the A-share IP gaming industry, and the cultural and entertainment media ETF (516190), which provides balanced exposure across marketing, film, cultural tourism, and IP toy sectors [2]