游戏行业或受益于AI技术浪潮及出海趋势，游戏ETF（159869）打开布局窗口

Core Insights - The gaming sector experienced slight fluctuations on October 15, with the gaming ETF (159869) showing a minor decline of around 0.5% after previously dropping over 2.5% [1] - The gaming ETF has seen a net inflow of 2.423 billion yuan over the past 10 trading days, indicating strong investor interest, with the product's total scale reaching 10.612 billion yuan [1] - The media and gaming industries are benefiting from the AI technology wave and the trend of overseas expansion, with a focus on major internet companies in Hong Kong and AI Agent developments [1] Industry Performance - Domestic gaming revenue continues to grow at a double-digit rate, driven by new games like "Delta Action" and enduring titles such as "Honor of Kings" [1] - The overseas market is also experiencing significant growth, with contributions from Supercell's titles and "Dune: Awakening" [1] - The overall industry is witnessing a technological boom, supported by expectations of increased capital inflows, suggesting that the growth trend is likely to continue [1] Investment Opportunities - The gaming sector is catalyzed by multiple factors including AI, content, and changes in commercialization models [1] - The gaming ETF (159869) tracks the CSI Animation and Gaming Index, reflecting the overall performance of A-share listed companies in the animation and gaming industry, presenting potential investment opportunities [1]