每经AI快讯，中国银河（601881）证券指出，短期来看，临近年底，市场震荡结构的特征或将延续， 行情轮动速度较快，重点关注明年政策红利与景气方向的布局机会。配置机会：(1)主线一：全球百年 未遇之大变局加速演进，国内经济底层逻辑转向新质生产力，人工智能、具身智能、新能源、可控核聚 变、量子科技、航空航天等"十五五"重点领域值得关注。(2)主线二：反内卷政策温和推进，供需结构 优化叠加价格回升预期带动下，制造业、资源板块盈利修复路径清晰。(3)辅助线一：扩大内需政策导 向下消费板块迎来布局窗口。(4)辅助线二：出海趋势将带动企业盈利空间进一步打开。 ...

Core Insights - The gaming sector experienced slight fluctuations on October 15, with the gaming ETF (159869) showing a minor decline of around 0.5% after previously dropping over 2.5% [1] - The gaming ETF has seen a net inflow of 2.423 billion yuan over the past 10 trading days, indicating strong investor interest, with the product's total scale reaching 10.612 billion yuan [1] - The media and gaming industries are benefiting from the AI technology wave and the trend of overseas expansion, with a focus on major internet companies in Hong Kong and AI Agent developments [1] Industry Performance - Domestic gaming revenue continues to grow at a double-digit rate, driven by new games like "Delta Action" and enduring titles such as "Honor of Kings" [1] - The overseas market is also experiencing significant growth, with contributions from Supercell's titles and "Dune: Awakening" [1] - The overall industry is witnessing a technological boom, supported by expectations of increased capital inflows, suggesting that the growth trend is likely to continue [1] Investment Opportunities - The gaming sector is catalyzed by multiple factors including AI, content, and changes in commercialization models [1] - The gaming ETF (159869) tracks the CSI Animation and Gaming Index, reflecting the overall performance of A-share listed companies in the animation and gaming industry, presenting potential investment opportunities [1]