AI技术驱动传媒与游戏行业加速变革，聚焦游戏ETF（159869）布局窗口

Core Insights - The gaming sector is experiencing slight fluctuations, with the gaming ETF (159869) showing a minor decline, while stocks like Giant Network and Huali Technology are performing well [1] - A total of 1,624 gaming licenses have been issued as of November 2023, surpassing the total of 1,416 for the entire year of 2024, marking it as the year with the highest number of licenses in recent years [1] Industry Trends - AI technology is driving significant changes in the media and gaming industries, with advancements in Google's Gemini 3 series models enhancing multi-modal reasoning and interaction quality [1] - The integration of AI applications, such as Alibaba's Agent applications, is rapidly penetrating daily life, contributing to the formation of a closed-loop AI application ecosystem [1] - The gaming industry is set to benefit from the upcoming launch of native AI games like "EVE" and innovative themes such as "micro-horror + X," indicating a potential for market growth [1] Market Outlook - The gaming industry's upward trend is expected to continue due to a resonance between supply and demand, indicating a positive outlook for the sector [1] - AI technology is also empowering advertising, comics, and e-commerce sectors, with multi-modal models like Nano Banana Pro facilitating high-definition content generation, further catalyzing commercialization [1] - Overall, the application of AI is entering a golden development period, with the media and gaming industries poised to benefit from technological iterations and scene integration [1]