Group 1 - The core viewpoint is that the media entry point in the AI era has become a competitive focus for major companies, with applications expanding across AI glasses, smartphones, and toys [1] - In the gaming sector, the female-oriented game "Love and Deep Space" has topped the sales charts due to its emotional companionship design, while established IPs are revitalized through technological upgrades [1] - AI comic dramas are showing advantages in content production and traffic acquisition, validating their market growth potential [1] Group 2 - The government is promoting the construction of new consumption scenarios, indicating that the media industry has development space in niche areas such as AI toys and experience economy [1] - The gaming industry valuation has entered a favorable zone, with Tencent's Magic Cube Studio announcing updates for multiple major IP titles, and flagship products like "Peace Elite" performing strongly [1] - The gaming ETF (516010) tracks the animation and gaming index (930901), which selects listed companies involved in game development, operation, animation production, and derivative sales to reflect the overall performance of related securities [1]
游戏ETF(516010)涨超1.3%,AI应用场景拓展提振行业预期
Mei Ri Jing Ji Xin Wen·2025-12-10 08:03