没有股票账户的投资者可关注国泰中证动漫游戏ETF联接C（012729），国泰中证动漫游戏ETF联接A （012728）。 注：如提及个股仅供参考，不代表投资建议。指数/基金短期涨跌幅及历史表现仅供分析参考，不预示 未来表现。市场观点随市场环境变化而变动，不构成任何投资建议或承诺。文中提及指数仅供参考，不 构成任何投资建议，也不构成对基金业绩的预测和保证。如需购买相关基金产品，请选择与风险等级相 匹配的产品。基金有风险，投资需谨慎。 （文章来源：每日经济新闻） 华创证券指出，游戏行业高频数据向上且中报预期良好，看好板块持续性，产品端如《超自然》展现 DAU规模提升后的商业化弹性，需关注暑期后流水持续度。IP领域长线看好2B转授权及2C渠道增长， 整体看好游戏、IP等行业景气度，AI应用逐步从预期走向兑现。 游戏ETF（516010）跟踪的是动漫游戏指数（930901），该指数从市场中选取涉及动漫制作、游戏开发 及平台运营等业务的上市公司证券作为指数样本，以反映动漫游戏相关产业链的整体表现。动漫游戏指 数聚焦于新兴文化娱乐领域，覆盖了从内容创作到渠道分发的全产业链环节，具有较高的成长性和市场 波动特征，适合关注数 ...

没有股票账户的投资者可关注国泰中证动漫游戏ETF联接A（012728），国泰中证动漫游戏ETF联接C （012729）。 注：如提及个股仅供参考，不代表投资建议。指数/基金短期涨跌幅及历史表现仅供分析参考，不预示 未来表现。市场观点随市场环境变化而变动，不构成任何投资建议或承诺。文中提及指数仅供参考，不 构成任何投资建议，也不构成对基金业绩的预测和保证。如需购买相关基金产品，请选择与风险等级相 匹配的产品。基金有风险，投资需谨慎。 （文章来源：每日经济新闻） 华创证券指出，游戏行业高频数据向上且中报预期良好，看好板块持续性，超自然周末更新皮肤后畅销 榜维持第四，展现DAU规模提升后的商业化弹性。传媒板块明线为AI应用起势，暗线为内容输出带来 的文化自信，看好今年成为中国开源大模型爆发及应用格局重塑之年，AI应用将逐步从预期走向兑 现。 游戏ETF（516010）跟踪的是动漫游戏指数（930901），该指数从沪深市场中选取涉及游戏开发、动漫 制作以及相关服务提供等业务的上市公司证券作为指数样本，以反映动漫游戏行业相关上市公司证券的 整体表现。动漫游戏指数聚焦于动漫及游戏产业，成分股覆盖了游戏开发、动漫制作以及相 ...

没有股票账户的投资者可关注国泰中证动漫游戏ETF联接C（012729），国泰中证动漫游戏ETF联 接A（012728）。 注：如提及个股仅供参考，不代表投资建议。指数/基金短期涨跌幅及历史表现仅供分析参考，不 预示未来表现。市场观点随市场环境变化而变动，不构成任何投资建议或承诺。文中提及指数仅供参 考，不构成任何投资建议，也不构成对基金业绩的预测和保证。如需购买相关基金产品，请选择与风险 等级相匹配的产品。基金有风险，投资需谨慎。 每日经济新闻 （责任编辑：张晓波 ） 【免责声明】本文仅代表作者本人观点，与和讯网无关。和讯网站对文中陈述、观点判断保持中立，不对所包含内容 的准确性、可靠性或完整性提供任何明示或暗示的保证。请读者仅作参考，并请自行承担全部责任。邮箱： news_center@staff.hexun.com 华创证券指出，游戏行业高频数据向好且中报预期良好，板块具备持续性，暑期DAU及商业化表 现亮眼。传媒板块当前明线为AI应用起势，暗线为内容输出带来的文化自信，看好中国开源大模型爆 发及产业格局重塑，预计将经历公有云价值重塑、B端赋能及C端场景落地三阶段。影视行业受剧集政 策边际宽松催化，"电视 ...

注：如提及个股仅供参考，不代表投资建议。指数/基金短期涨跌幅及历史表现仅供分析参考，不 预示未来表现。市场观点随市场环境变化而变动，不构成任何投资建议或承诺。文中提及指数仅供参 考，不构成任何投资建议，也不构成对基金业绩的预测和保证。如需购买相关基金产品，请选择与风险 等级相匹配的产品。基金有风险，投资需谨慎。 每日经济新闻 华创证券指出，游戏行业高频数据向好且中报预期良好，看好板块持续性，超自然周末更新皮肤后 畅销榜维持第四，展现DAU规模提升后的商业化弹性。传媒板块方面，明线为AI应用起势，暗线为内 容输出带来的文化自信，看好今年成为中国开源大模型的爆发及应用格局重塑之年，分为公有云价值重 塑、平台企业赋能及C端场景落地三步推进。IP领域长线看好2B转授权业务增速及2C渠道拓展。整体看 好暑期游戏、IP行业景气度，AI应用逐步从预期走向兑现。 游戏ETF（516010）跟踪的是动漫游戏指数（930901），该指数从沪深市场中选取涉及动漫制作、 游戏开发及相关产业链运营的上市公司证券作为指数样本，以反映动漫游戏产业相关上市公司证券的整 体表现。指数成分股覆盖内容创作、技术研发、平台运营等关键环节，集中体现了 ...

Group 1 - The media industry is experiencing continuous catalysts, with AI applications driving development [1] - The Chinese gaming market showed slightly better-than-expected performance in May, supported by increased policy backing [1] - The Kimi K2 model has been released, demonstrating exceptional performance in coding, agent, and mathematical reasoning, marking a new stage for China's open-source large models [1] Group 2 - The digital economy policies are consistently favorable, with significant benefits observed across the industry chain [1] - The gaming ETF (516010) tracks the animation and gaming index (930901), which selects listed companies involved in animation production, game development, and related platform operations [1] - The index reflects the overall performance of listed companies in the animation and gaming industry, showcasing strong cultural creativity and growth potential [1] Group 3 - Investors without stock accounts can consider the Guotai CSI Animation and Gaming ETF Connect A (012728) and Connect C (012729) [1]

Group 1 - The gaming ETF (516010) saw a net inflow of over 70 million yuan in the last trading day, indicating increased institutional interest in the industry [1] - Wanlian Securities highlighted that the media and gaming industry will be active in June 2025, with six key new games launching, reflecting a stable issuance of game licenses and a steady market environment [1] - The gaming ETF tracks the Animation and Gaming Index (930901), which is compiled by China Securities Index Co., Ltd., selecting listed companies involved in animation production, game development, and related services to reflect the overall performance of the industry [1] Group 2 - The index has significant cultural and creative industry attributes, focusing on high-growth investment opportunities within China's animation and gaming sector [1] - Investors without stock accounts can consider the Guotai CSI Animation and Gaming ETF Connect C (012729) and A (012728) [1]

Group 1 - The core viewpoint is that 2023 is expected to be a breakout year for closed-source general large models, while 2025 is anticipated to reshape the landscape for open-source large models in China [1] - The gaming sector is recommended for investment opportunities after market corrections, with core product high-frequency data showing continuous improvement [1] - AI applications are maturing, with the Agent landing paradigm becoming more established, leading to cost reduction and efficiency improvements in 2B sectors and enhanced experiences in 2C sectors [1] Group 2 - Commercialization processes for AI companionship and AI education are accelerating, aligning with personalized needs and high willingness to pay [1] - The IP derivative sector is experiencing increased prosperity, with accelerated progress in licensing businesses [1] - The gaming ETF (516010) tracks the animation and gaming index (930901), reflecting the overall performance of listed companies in the animation, comics, and gaming sectors [1]

Group 1 - The core viewpoint is that the gaming industry is expected to see accelerated application and commercialization of AI products, particularly focusing on AI Agents, AI companionship, and AI multimodal technologies [1] - AI Agents are viewed as productivity tools that enhance efficiency through autonomous decision-making and dynamic interaction, with expectations for continuous optimization throughout the year [1] - AI companionship addresses personalized interaction needs and falls within the broader entertainment sector [1] Group 2 - AI multimodal technologies, including audio, video, and 3D models, are undergoing continuous iteration, driving the accelerated implementation of industry applications [1] - The gaming ETF (code: 516010) tracks the animation and gaming index (code: 930901), which is compiled by China Securities Index Co., Ltd., reflecting the overall performance of listed companies in the Chinese animation and gaming industry [1] - The index constituents are primarily distributed across cultural media and software development sectors, showcasing both industry concentration and innovative growth characteristics [1]

Group 1 - The core viewpoint of the article indicates that the Chinese gaming market is expected to reach a scale of 27.351 billion yuan by April 2025, showing a year-on-year growth of 21.93% and a quarter-on-quarter growth of 2.47%, exceeding market expectations [1] - The growth is primarily driven by long-term products, benefiting from events like collaborations and new seasons, with significant revenue increases for some leading products [1] - The mobile gaming market has seen a year-on-year growth of 28.41%, reaching 20.424 billion yuan, while the client game market has experienced a quarter-on-quarter growth of 3.75% [1] Group 2 - In the overseas market, revenue from independently developed Chinese games has increased by 9.62%, with products like "Honkai: Star Rail" experiencing a surge in income due to anniversary events [1] - From January to May 2025, 610 domestic online game licenses were issued, marking a year-on-year increase of 16.41%, and the pace of issuing import licenses has accelerated, reflecting a favorable policy environment for the gaming industry [1] - The gaming sector shows strong cash flow and stable performance, with ongoing deepening of AI game development [1] Group 3 - The gaming ETF (code: 516010) tracks the animation and gaming index (code: 930901), which is compiled by Shenzhen Securities Information Co., Ltd., selecting listed companies involved in animation creation, game development, and operations to reflect the overall performance of the animation and gaming industry [1] - This index focuses on the cultural and entertainment industry, particularly emphasizing emerging fields such as digital content production and interactive entertainment, effectively reflecting the development trends of the domestic animation and gaming industry [1]

Group 1 - The core viewpoint indicates that by April 2025, the Chinese gaming market is expected to reach 27.351 billion yuan, representing a year-on-year growth of 21.93%, with mobile games growing by 28.41% and overseas revenue increasing by 9.62% [1] - The primary growth drivers are identified as long-term products such as "Honor of Kings" and "Genshin Impact," along with overseas products like "Last War," highlighting a trend of long-term revenue growth that reflects the healthy development of the industry [1] - The report emphasizes the sustained profitability of leading companies through IP operations and content iteration, as well as the incremental space brought by cross-platform connectivity and overseas expansion [1] Group 2 - The gaming ETF (code: 516010) tracks the animation and gaming index (code: 930901), which is compiled by China Securities Index Co., Ltd., selecting listed companies involved in animation production, game development, and operations to reflect the overall performance of the domestic animation and gaming industry [1] - As a specialized index focusing on emerging cultural industries, the constituent stocks of the index possess both industry representation and growth potential, serving as an important tool for investors to grasp the development trends of China's animation and gaming industry [1] - Investors without stock accounts are advised to consider the Guotai CSI Animation and Gaming ETF Connect C (012729) and Guotai CSI Animation and Gaming ETF Connect A (012728) [1]