游戏ETF（516010）午后回调近3%，连续5日净流入超5.8亿元，游戏行业淡季不淡，或可低位布局

Core Insights - The Sora App has gained significant popularity, ranking first on the iOS free app chart in the U.S. for eight consecutive days since October 4, with Google search interest increasing by 150% since the beginning of the year [1] - The app's creator share is 70%, indicating a low barrier to entry that stimulates creative enthusiasm, with IP monetization potential becoming evident, as seen with Jake Paul's AI-related videos surpassing 1 billion views [1] - The gaming industry showed strong performance during the National Day holiday, with key titles like "Delta Force," "Fantasy Westward Journey," and "Supernatural Action Group" seeing daily revenue increase by approximately 50% compared to the summer [1] - Tencent's FPS games are expanding their market through differentiated positioning, with "Delta Force" focusing on hardcore gameplay and "Peacekeeper Elite" targeting younger audiences [1] - AI video tools are lowering the barriers for content creation, with Bilibili testing the AI video platform "Huasheng AI," which is expected to enhance UP主 penetration rates and user engagement [1] Industry Overview - The gaming ETF (516010) tracks the anime and gaming index (930901), which selects listed companies involved in anime production, game development, platform operation, and related industries from the Shanghai and Shenzhen markets [1] - This index aims to reflect the overall performance of listed companies in the anime and gaming sector, focusing on innovation and growth within the industry, covering the entire value chain from content creation to distribution channels [1]