Core Viewpoint - The gaming ETF (516010) experienced a decline of over 3% on September 26, but the industry remains optimistic about its long-term growth potential due to high demand and structural improvements in the entertainment sector [1]. Industry Summary - The gaming industry is expected to maintain high prosperity in Q3, driven by expanding entertainment demand and improvements in market structure [1]. - The media sector is witnessing a rise in AI applications, which is expected to enhance cultural confidence through content output [1]. - The overall media industry is showing slight revenue growth and a continuous recovery in profits, with a focus on the release of gaming prosperity and the empowerment of existing businesses through AI and IP derivatives [1]. Company Summary - The gaming ETF tracks the anime and gaming index (930901), which selects listed companies involved in anime production, game development, and distribution to reflect the overall performance of the anime and gaming industry [1]. - The anime and gaming index emphasizes content creation, technology research and development, and upstream and downstream enterprises in the industry chain, indicating significant growth potential and investment value for the Chinese anime and gaming sector [1]. - Investors without stock accounts can consider the Guotai CSI Anime and Gaming ETF Connect A (012728) and Connect C (012729) [1].

Group 1 - The core viewpoint of the article highlights the success of the game "Delta Force" which topped the iOS sales chart after the new season update on September 17, and reached a historical peak of 226,000 concurrent users on Steam for its international version [1] - The article mentions the ongoing updates for "Supernatural Action Team," including the "Escape from Horror" gameplay (1v4 asymmetric confrontation) and "Monster Farm" gameplay, indicating a strategy of high-frequency content updates to strengthen market position and revenue stability [1] - The Ministry of Commerce and nine other departments released policies to enhance service consumption, signaling a continued focus on the upward trend of cultural and technological industry policies, with clear directions for high-growth sectors [1] Group 2 - The Game ETF (516010) tracks the Animation and Gaming Index (930901), which selects listed companies involved in animation production, game development, platform operation, and related industries to reflect the overall performance of the sector [1] - The index emphasizes innovation and growth within the animation and gaming fields, covering the entire industry chain from content creation to distribution channels, showcasing significant industry representation and market vitality [1] - Investors without stock accounts can consider the Guotai Zhongzheng Animation and Gaming ETF Connect C (012729) and A (012728) for investment opportunities [1]

Group 1 - The core viewpoint of the articles highlights the rising influence of AI applications in the media industry and the cultural confidence driven by content output, with expectations for a significant year for China's open-source large models and a reshaping of application patterns [1] - The gaming industry is showing strong mid-year performance, with continued optimism for the sector's prosperity and an anticipated high growth inflection point in Q3 [1] - Google's launch of the Nano Banana image model is expected to accelerate applications in e-commerce, advertising, design, film, and gaming, with its core advantages being strong image consistency, high generation efficiency, and reduced usage barriers [1] Group 2 - The gaming ETF (516010) tracks the anime and gaming index (930901), which selects listed companies involved in game development, publishing, anime production, and derivatives from the Shanghai and Shenzhen markets to reflect the overall performance of related securities [1] - The anime and gaming index focuses on the cultural entertainment and digital creative industries, reflecting the development trends and market dynamics of China's anime and gaming industry [1] - Investors without stock accounts can consider the Guotai CSI Anime and Gaming ETF Connect A (012728) and Connect C (012729) [1]

Group 1 - The gaming industry shows positive high-frequency data and good mid-term report expectations, indicating a favorable outlook for the sector's sustainability [1] - The product "Supernatural" demonstrates commercial flexibility after an increase in Daily Active Users (DAU), with a need to monitor revenue sustainability post-summer [1] - Long-term prospects in the IP sector are optimistic, particularly regarding 2B licensing and 2C channel growth, reflecting overall confidence in the gaming and IP industries [1] Group 2 - The gaming ETF (516010) tracks the anime and gaming index (930901), which selects listed companies involved in anime production, game development, and platform operations to reflect the overall performance of the anime and gaming industry [1] - The anime and gaming index focuses on the emerging cultural entertainment sector, covering the entire industry chain from content creation to distribution, characterized by high growth potential and market volatility [1] - Investors without stock accounts can consider the Guotai CSI Anime and Gaming ETF Connect C (012729) and Connect A (012728) for investment opportunities [1]

Group 1 - The gaming industry shows positive high-frequency data and good mid-term report expectations, indicating a sustained outlook for the sector [1] - The gaming ETF (516010) tracks the animation and gaming index (930901), which selects listed companies involved in game development, animation production, and related services to reflect the overall performance of the animation and gaming industry [1] - The animation and gaming index focuses on the animation and gaming industry, covering companies with innovative capabilities and market competitiveness, with a bias towards information technology and media entertainment sectors [1] Group 2 - Investors without stock accounts can consider the Guotai Zhongzheng Animation and Gaming ETF Connect A (012728) and Connect C (012729) [1]

Group 1 - The gaming industry shows positive high-frequency data and good mid-term report expectations, indicating sustainability with impressive DAU and commercialization performance during the summer [1] - The media sector is experiencing a rise in AI applications and cultural confidence from content output, with expectations for the Chinese open-source large model explosion and industry restructuring, projected to undergo three phases: public cloud value reshaping, B-end empowerment, and C-end scenario implementation [1] - The film and television industry benefits from a marginally relaxed policy on series production, with the "21 Guidelines for TV Drama Creation" optimizing aspects like themes and reviews, which is favorable for capacity and content innovation [1] Group 2 - The gaming ETF (516010) tracks the animation and gaming index (930901), which selects listed companies involved in animation production, comic publishing, game development, and related services to reflect the overall performance of the digital entertainment sector [1] - The animation and gaming index focuses on the animation and gaming industry, showcasing the development trend of cultural and technological integration, appealing to investors interested in emerging industry growth [1] - Investors without stock accounts can consider the Guotai CSI Animation and Gaming ETF Connect C (012729) and Guotai CSI Animation and Gaming ETF Connect A (012728) [1]

Group 1 - The gaming industry shows positive high-frequency data and good mid-term report expectations, indicating sustained growth potential [1] - The gaming sector's commercial flexibility is demonstrated by the continued performance of popular titles after updates, reflecting an increase in Daily Active Users (DAU) [1] - The media sector is experiencing a rise in AI applications, with a focus on cultural confidence through content output, suggesting a transformative year for China's open-source large models [1] Group 2 - The gaming ETF (516010) tracks the anime and gaming index (930901), which includes listed companies involved in anime production, game development, and related operations [1] - The index reflects the overall performance of companies in the anime and gaming industry, covering key areas such as content creation, technology development, and platform operation [1] - Investors without stock accounts can consider the Guotai Zhongzheng Anime and Gaming ETF Connect C (012729) and A (012728) for investment opportunities [1]

Group 1 - The media and gaming industry is showing signs of bottom improvement, with a focus on product cycles and performance in the gaming sector [1] - Long-term optimism is noted for high-demand IP toys and AI applications that are in the early stages of development, driven by continuous breakthroughs in AI technology [1] - The summer gaming performance has been strong, indicating robust content consumption demand [1] Group 2 - The gaming ETF (516010) tracks the anime and gaming index (930901), which selects listed companies involved in game development, operation, and anime production to reflect the overall performance of digital entertainment-related securities [1] - The anime and gaming index focuses on the cultural creative industry, highlighting market attention towards investment in this sector and effectively tracking industry trends [1] - Investors without stock accounts can consider the Guotai CSI Anime Gaming ETF Connect C (012729) and Guotai CSI Anime Gaming ETF Connect A (012728) [1]

Group 1 - The core viewpoint of the articles highlights the emergence of AI applications in the media industry and the cultural confidence brought by content output, with expectations for a significant year for the explosion and application restructuring of China's open-source large models [1] - The first step in this transformation involves the reshaping of public cloud value and a return to growth in the industry, followed by enterprises with platforms, users, and scenarios but lacking large model capabilities, and finally, the continuous landing of C-end scenarios [1] - The gaming industry is advised to focus on layout opportunities after corrections, with the impact of tax deductions on advertising expenses expected to be very limited on the actual operations of listed companies [1] Group 2 - The gaming ETF (516010) tracks the animation and gaming index (930901), which selects listed companies involved in animation production, game development, distribution, and related products from the Shanghai and Shenzhen markets to reflect the overall performance of the animation and gaming industry chain [1] - This index emphasizes the high growth and innovation characteristics of the animation and gaming industry, covering the entire industry chain from content creation to derivative product development [1] - Investors without stock accounts can consider the Guotai Zhongzheng Animation and Gaming ETF Connect A (012728) and Connect C (012729) [1]

Group 1 - The gaming ETF (516010) has risen over 2% during trading, driven by improvements in the industry fundamentals and technological innovations [1] - Guosen Securities indicates that the media and gaming industries are showing signs of bottoming out, with the gaming sector needing to focus on product cycles and performance [1] - The media sector is benefiting from increased advertising spending due to economic recovery, while the film and television content sector is expected to see improvements on the supply side [1] Group 2 - The ChinaJoy exhibition has seen high attendance, with 743 participating companies and a foreign investment ratio of 31.8%, reflecting the industry's enthusiasm [1] - The mobile game "Whiteout Survival" has maintained its position at the top of the revenue charts, indicating sustained high industry sentiment [1] - Overall, the media and gaming industries are showing positive signals in terms of performance recovery, technological innovation, and market enthusiasm [1] Group 3 - The gaming ETF (516010) tracks the animation and gaming index (930901), which selects listed companies involved in game development and operation, animation production, and related businesses [1] - This index reflects the overall performance of listed companies in the digital entertainment industry, highlighting the growth potential and innovative vitality of the animation and gaming sector [1] - Investors without stock accounts can consider the Guotai Zhongzheng Animation and Gaming ETF Connect C (012729) and A (012728) [1]