捕捉港股龙头机遇，游戏传媒ETF(517770)开盘飘红，多平台激励扶持漫剧

Group 1 - The core viewpoint of the articles highlights the rapid growth of AI-powered comic dramas, with a significant increase in content supply and market scale, projected to exceed 20 billion yuan for the year [1] - The AI-driven comic drama sector has seen a supply increase of over 3,000 episodes in the first half of 2025, reflecting a month-on-month growth of over 600% and a compound annual growth rate of 83% [1] - Various platforms, including Kuaishou, Douyin, Baidu, and Bilibili, are supporting comic dramas through incentive activities and special plans, enhancing IP openness, traffic tilt, and technical support [1] Group 2 - AI is significantly reducing production costs for comic dramas, with simple drawings costing under 1,000 yuan and generating potential revenues of hundreds of thousands, albeit with a shorter lifecycle of about a few months [2] - The main segment of comic dramas, known as "silly comics," can achieve revenue of 100,000 yuan with a production cost of 2,000 yuan, showcasing a production efficiency that is 100 times that of live-action short dramas [2] - Dynamic comics, enhanced by AI, can reduce production costs to one-fifth compared to traditional animation, with the cost for producing a 100-minute comic drama ranging from 100,000 to 300,000 yuan [2] Group 3 - As of September 30, 2025, the top ten weighted stocks in the CSI Hong Kong-Shenzhen Game and Cultural Media Index account for 56.63% of the index, including companies like Kuaishou-W, Tencent Holdings, and Bilibili-W [3]