AI多元化场景持续渗透，机构建议把握游戏传媒板块三大核心方向

Group 1 - The gaming sector is experiencing a continuous upward trend, with the gaming ETF showing slight gains and notable stocks like Guomai Culture, Shunwang Technology, Youzu Network, Xinghui Entertainment, Aofei Entertainment, and Bingchuan Network leading in growth [1] - As of October 21, the gaming ETF has seen a net inflow of 1.553 billion yuan over the past 10 trading days, indicating strong investor interest, with the product's scale reaching 10.981 billion yuan [1] - Alibaba's Quark is advancing an AI initiative known as the "C Plan," which is focused on conversational AI applications, with significant contributions from the core team and senior members of Tongyi Laboratory [1] Group 2 - The gaming industry is characterized by long-term supply richness and demand expansion rather than being driven by single-quarter product performance, with companies that have high-quality long-term products expected to continue benefiting from performance growth [2] - Tencent Games is showing marginal improvement in fundamentals, and the A-share gaming sector is highlighted as a core focus during Q3 earnings season, emphasizing the importance of companies with strong product performance and quality product reserves [2] - Relevant ETFs include the gaming ETF, which focuses on leading A-share IP gaming companies, and the cultural and entertainment ETF, which provides balanced exposure across marketing, film, tourism, and IP collectibles [2]