游戏ETF（516010）涨超0.8%，AI商业化与行业景气度受关注

Core Viewpoint - The gaming ETF (516010) has risen over 0.8%, with a focus on AI commercialization and industry prosperity. The year 2026 is expected to be significant for domestic games, driven by new game launches and the upcoming Spring Festival holiday gaming season [1]. Industry Summary - Several major games in the media industry are scheduled for release in Q1 2026, indicating a potential boom for domestic games in that year [1]. - The gaming sector is set to benefit from the upcoming holiday season, which traditionally sees increased gaming activity [1]. - The WeChat mini-game platform announced an upgrade to its IAP incentive policy for 2026, with a comprehensive incentive ratio exceeding 100% and a maximum launch incentive of 4 million yuan per game to support long-term developer operations [1]. Market Performance - In 2025, the global gaming market is projected to reach a total revenue of $197 billion, with mobile games accounting for over half of this at $108 billion. The PC gaming market is expected to grow by 10.4% year-on-year to $43 billion, indicating a sustained growth trend in the industry [1]. - The gaming ETF (516010) tracks the anime and gaming index (930901), which selects listed companies involved in anime content creation, game development, and platform operations to reflect the overall performance of the anime and gaming industry [1]. - The index focuses on the entire anime and gaming industry chain, primarily covering cultural media and information technology sectors, with a growth-oriented investment style [1].