机构称游戏行业景气度有望在2026年延续，游戏ETF（159869）早盘震荡攀升

Group 1 - The gaming sector experienced a morning rally, with the gaming ETF (159869) turning from decline to an increase of over 0.5%. Key stocks such as Borui Broadcasting, Zhejiang Shuju, and Perfect World saw significant gains, while companies like 37 Interactive Entertainment faced declines [1] - As of January 8, the ETF's scale reached 14.103 billion, providing investors with a convenient tool to invest in leading A-share gaming companies [1] - Eight departments jointly issued the "Implementation Opinions on the Special Action of 'Artificial Intelligence + Manufacturing'," aiming to promote the deep integration of AI and manufacturing, which is expected to accelerate AI application penetration in the B-end market [1] Group 2 - According to GF Securities, the gaming industry's prosperity is expected to continue until 2026, driven by strong fundamentals. Tencent's gaming fundamentals are improving, with "Delta Action" anticipated to become a major long-term game alongside "Honor of Kings" and "Peace Elite" [2] - Bilibili's self-developed game "Shining! Luming" is in the testing recruitment phase, expected to gradually release new games by 2026, enhancing its product portfolio [2] - The gaming sector is catalyzed by multiple factors including AI, content, and commercialization model transformations, with the gaming ETF (159869) tracking the performance of A-share listed companies in the animation and gaming industry [2]