游戏ETF（516010）涨超1.5% 行业新品周期或驱动估值修复

Core Insights - The number of game licenses issued in November reached a three-year high, with 178 domestic and 6 imported games approved, totaling 1,625 licenses from January to November, a year-on-year increase of 26.8% [1] - The domestic gaming market revenue in October was 31.4 billion yuan, showing a year-on-year growth of 7.8%, with mobile gaming revenue at 22.6 billion yuan, up 2.4%, primarily benefiting from strong new product cycles of leading companies [1] - The film box office in November increased by 89.3% year-on-year to 3.553 billion yuan, with notable performances from Tencent and Mango TV in the variety show market, and a continued rise in the popularity of short dramas and animated series [1] Industry Trends - The AI application-driven sector shows upward momentum in the medium to long term, with a focus on AI-driven animated short dramas and new product performance [1] - Significant breakthroughs in AI video model technology have been achieved, with models like LingO1 supporting text-to-video generation and PixVerse V5.5 enabling multi-angle storytelling [1] - The gaming ETF (516010) tracks the animation and gaming index (930901), which selects listed companies involved in animation production, game development, and platform operations, reflecting the overall performance of securities related to the animation and gaming industry [1]