游戏ETF（516010）回调近3%，关注AI应用与内容赛道潜力，回调或可布局

Group 1 - The gaming industry is showing multiple positive signals, benefiting from a new product cycle, with Bilibili's game "Escape from Duckkov" selling over one million copies in its first week, indicating strong market demand for quality content [1] - Continuous breakthroughs in AI technology are noted, with the University of Science and Technology of China and ByteDance jointly releasing the MoGA long video generation model, which supports multi-angle video generation at the minute level; ByteDance also launched the 3D generation model Seed3D1.0, providing tools for industry innovation [1] - OpenAI and Oracle have initiated a $15 billion AI infrastructure project to strengthen computing power, indicating a favorable environment driven by technology and policy recovery for the industry [1] Group 2 - The gaming ETF (516010) tracks the anime and gaming index (930901), which selects listed companies involved in anime production, game development, content distribution, and derivative operations, reflecting the overall performance of the anime and gaming industry chain [1] - The anime and gaming index exhibits significant growth and volatility characteristics, providing investors with an effective tool to invest in emerging cultural and entertainment sectors [1]