机构称游戏公司在AI应用上布局显著，游戏ETF（159869）午盘翻红微涨

Core Viewpoint - The gaming sector is experiencing fluctuations, with the gaming ETF (159869) showing a slight increase, and the overall market is influenced by AI applications, policy support, and product cycles [1] Group 1: Market Performance - As of January 20, the gaming ETF (159869) has reached a scale of 13.958 billion yuan, providing investors with a convenient tool to invest in leading A-share gaming companies [1] - The performance of individual stocks within the ETF is mixed, with companies like 37 Interactive Entertainment rising over 4% and others like Electric Soul Network and Giant Network showing significant declines [1] Group 2: AI Applications in Gaming - According to a report by Openrouter, the core application scenarios for open-source LLMs include creative role-playing and programming assistance, with domestic gaming companies actively exploring AI in social companionship, dating games, and nurturing games [1] - The commercial version of the world model, Marble, released by Fei-Fei Li, highlights the ongoing advancements in algorithms, with important applications in gaming, VR content, and robotics [1] Group 3: Catalysts for Growth - The gaming sector is experiencing multiple catalysts for transformation, including AI, content innovation, and changes in commercialization models, which are expected to enhance the overall performance of the industry [1] - The gaming ETF (159869) tracks the CSI Animation and Gaming Index, which has the highest AI application content in the market, accurately reflecting the overall performance of the A-share animation and gaming industry [1]