游戏行业增长动能充足，游戏ETF（159869）打开低位布局通道

Group 1 - The gaming sector experienced a decline after opening lower, with the gaming ETF (159869) dropping around 2%, but it has seen a net inflow of funds totaling 247 million yuan over the past three days, indicating strong investor interest [1] - Tencent announced the release of the new 2.0 version of "Mix Yuan Game," which includes enhanced capabilities such as game image generation video, custom model training, and one-click character refinement, significantly improving 2D image generation capabilities [1] - The upgrade addresses pain points in dynamic content generation, style customization, and detail optimization in game art design and marketing, helping designers improve efficiency across various scenarios [1] Group 2 - The third quarter has seen significant releases of major models and AI products, including the domestic Kimi K2 model, which has been praised internationally, and Alibaba's Qwen 3 Coder, a leading open-source code model [2] - The gaming demand remains strong, with key game revenues continuing to rise, and the industry is expected to maintain high prosperity due to ample game reserves [2] - The gaming sector is catalyzed by multiple factors including AI, content, and commercialization model transformations, with the gaming ETF (159869) tracking the performance of A-share listed companies in the animation and gaming industry [2]