游戏ETF（516010）昨日净流入超1.1亿元，AI应用正迎来黄金发展期

Group 1 - The core viewpoint is that AI technology is driving significant transformations in the media and gaming industries, with advancements in models like Google's Gemini 3 enhancing multimodal reasoning, factual accuracy, and interactivity [1] - Alibaba's AI applications, such as Qianwen App and "Lingguang," are rapidly penetrating daily life scenarios, contributing to the formation of a closed-loop AI application ecosystem [1] - The gaming industry is witnessing the upcoming launch of native AI games like "EVE," alongside innovative themes such as "micro-horror + X," which validate market potential and open up long-term growth opportunities [1] Group 2 - The gaming industry is expected to maintain an upward trend in prosperity due to supply-demand resonance, indicating a positive outlook for the sector [1] - AI technology is also deeply empowering advertising, comics, and e-commerce sectors, with multimodal models like Nano Banana Pro supporting high-definition content generation, further catalyzing commercialization [1] - Overall, AI applications are entering a golden development period, with the media and gaming industries continuously benefiting from technological iterations and scenario integration [1] Group 3 - The gaming ETF (516010) tracks the animation and gaming index (930901), which selects listed companies involved in animation production, game development and operation, and IP derivative sales to reflect the overall performance of the animation and gaming sector [1]