Core Viewpoint - The gaming sector is experiencing significant growth driven by policy support, with a notable increase in game approvals and international expansion of SLG games, leading to a shift from single-digit to double-digit growth rates in the industry [1] Group 1: Industry Performance - The gaming ETF (516010) has risen over 3%, with net inflows exceeding 250 million yuan in the past 10 days [1] - Major gaming company Tencent reported a record high gaming revenue of 119.7 billion yuan in the first half of the year, maintaining a 24% growth despite a large base, indicating strong industry vitality [1] Group 2: Future Prospects - The gaming industry is expected to benefit significantly from the upcoming explosion of AI applications, including AI coding, AI video, and AI companionship, as historical trends show that the gaming sector has always been a major beneficiary of technological changes [1]