游戏ETF（516010）昨日净流入近7000万元，游戏行业景气度有望在2026年延续

Group 1 - The gaming industry is expected to maintain its prosperity until 2026, driven by strong fundamentals, according to GF Securities [1] - Tencent's gaming segment shows marginal improvement, with "Delta Action" anticipated to become the third major evergreen game following "Honor of Kings" and "Peacekeeper Elite" [1] - Bilibili's self-developed game "Shining! Luming" has begun testing recruitment, with expectations for gradual release of new games by 2026, enhancing product reserves [1] Group 2 - Companies like Kying Network demonstrate strong long-term product capabilities, indicating sustainable performance growth [1] - New game reserves from companies such as 37 Interactive Entertainment and Perfect World are expected to boost performance with upcoming product launches [1] - The AI application sector is anticipated to enter a new phase of intensive catalysis, with a long-term outlook favoring domestic large models catching up with overseas counterparts and further application deployment [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 operations to reflect the overall performance of the sector [1] - This index exhibits high growth and volatility characteristics, effectively representing the overall development trend of the animation and gaming industry [1]