Group 1 - Bilibili's game "Escape from Duckov" has achieved over 1 million sales globally in its first week since launch on October 16 [1] - MiniMax's new text model MiniMax-M2 ranks in the top five globally and first in open-source on the ArtificialAnalysis (AA) leaderboard, outperforming Google's ClaudeSonnet4.5 in speed while costing only 8% of its price [1] - Huayuan Securities highlights the resilience of the gaming sector driven by high-quality product performance, the dual demand for AI-driven content, and the continuous investment in innovative content forms by platform providers [1] Group 2 - The gaming sector is experiencing multiple catalysts from AI, content, and commercialization model transformations, with opportunities in the gaming ETF (159869) that tracks the performance of A-share listed companies in the animation and gaming industry [2]