AI与游戏融合有望为玩家带来新颖体验，游戏ETF（159869）盘面翻红

Group 1 - The A-share market opened lower on January 21, with the Shanghai Composite Index down 0.25%, the Shenzhen Component Index down 0.38%, and the ChiNext Index down 0.24% [1] - AI application themes experienced a pullback, with sectors such as ultra-high voltage, humanoid robots, CPO, nuclear fusion, commercial aerospace, and semiconductors showing significant declines, while precious metals performed well [1] - The gaming sector showed slight fluctuations in the morning, with the gaming ETF (159869) slightly rising, and notable stocks like Mingchen Health, Xinghui Entertainment, and Jibite performing well, while stocks like Dihun Network and Shifeng Culture faced declines [1] Group 2 - Giant Network, a leading gaming company, announced the launch of a new "AI Model Challenge" for its popular game "Supernatural Action Group," marking the first deep integration of AI models in a high-activity game in China [1] - The collaboration with major AI model providers such as Alibaba Cloud, Volcano Engine, and Tencent Cloud focuses on adapting model capabilities, real-time inference efficiency, and stability under high concurrency [1] - Open Source Securities highlighted that advancements in model capabilities are enabling AI to penetrate core creative areas of game design, with Tencent reporting a 40% reduction in character animation production cycles due to AI [2] - By 2025, the number of games using generative AI on the Steam platform is expected to rise from 7,818 in July to over 10,000 by December, accounting for approximately 8% of the total library [2] - The gaming sector is experiencing multiple catalysts, including policy support, product cycles, and AI empowerment, making it an attractive area for investment [2]