（文章来源：每日经济新闻） 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、平台运营及相关产业链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。该指数聚焦于动漫游戏领域的创新与成长，覆盖了从内容创作到渠道分发的全产业链环节， 具备鲜明的行业代表性和市场活力特征。 财通证券指出，传媒与游戏行业受益于AI技术浪潮及出海趋势。AI应用领域需把握情绪节奏，重点关 注港股互联网大厂、AI Agent等方向；游戏板块表现亮眼，国内游戏收入保持双位数增长，得益于《三 角洲行动》等新游及《王者荣耀》等长青游戏的贡献，海外市场增速显著，Supercell旗下作品及《沙 丘：觉醒》等推动增长。行业整体呈现科技井喷态势，叠加资金端增量流入预期，成长主线有望延续。 ...

Group 1 - The core viewpoint of the article highlights that the approval volume of game licenses in September remains high, covering various types of products and well-known manufacturers [1] - From the beginning of the year to date, a total of 1,195 domestic games have been approved, with 145 games approved in September, including titles from Tencent, miHoYo, NetEase, and others [1] - For imported games, a total of 80 games have been approved this year, with 11 games approved in September, including titles from Chuangmeng Tiandi and Xinghui Games [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 industry chains to reflect the overall performance of the sector [1] - The index focuses on innovation and growth in the animation and gaming field, covering the entire industry chain from content creation to distribution channels, showcasing distinct industry representation and market vitality [1]

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、发行运营等业务的上市公司证券作为指数样本，以反映动漫游戏产业相关上市公司证券的整 体表现。动漫游戏指数聚焦于内容创作、技术研发及产业链上下游企业，能够较好地体现中国动漫游戏 行业的发展动态和市场趋势，具有较高的成长潜力和投资价值。 （责任编辑：张晓波 ） 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）。 【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 9月26日午后，游戏ETF（516010）回调超3%。 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 ...

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 gaming ETF (516010) experienced a decline of over 3%, with a net inflow exceeding 500 million yuan in the past five days, indicating strong capital interest in the gaming sector [1] - Huafu Securities highlights that AI significantly enhances the game planning process, improving efficiency across the entire chain from creative generation to interactive design, gameplay optimization, and storyline production [1] - The gaming ETF tracks the anime and gaming index (930901), which selects listed companies involved in anime production, game development, platform operation, and related industries to reflect the overall performance of the anime and gaming sector [1] Group 2 - AI-generated content can quickly produce frameworks for worldviews, tasks, and dialogues, while NPC interactions enable open dialogues and scene adaptations, as demonstrated by AI characters in games like "Nirvana in Fire" and "Maggie's Garden" [1] - The index focuses on innovation and growth within the anime and gaming fields, covering the entire industry chain from content creation to distribution channels, showcasing significant industry representation and market vitality [1] - AI is utilized in storyline production, as seen in "Endless Winter," where a large amount of AI-generated content is optimized by humans, greatly enhancing content production efficiency [1]

Group 1 - The article discusses the recent policy measures introduced by the Ministry of Commerce to expand service consumption, which includes 19 initiatives aimed at enhancing service supply and meeting diverse consumer needs [4][6] - The focus is shifting from durable goods, like home appliances, to service consumption and non-durable goods, as the previous subsidies have improved demand for physical goods but face limitations in repeat purchases [4][6] - Key areas identified for potential growth in service consumption include tourism, film and gaming, and healthcare services, particularly in the context of aging populations [6][7] Group 2 - The tourism sector is highlighted as having significant potential for growth, as it involves single purchases (like tickets) that can lead to additional spending on various services [6] - The gaming industry is characterized as optional consumption, while healthcare services, especially related to elderly care, are expected to transition into essential consumption [6] - The article suggests that sectors encouraged by the new policies, such as tourism ETFs, gaming ETFs, and film ETFs, may present investment opportunities due to their relatively lower cumulative growth compared to the technology sector [7][8]

Group 1 - The overall performance of ETFs on the 15th showed mixed results, with gaming ETFs leading the gains [2] - The gaming ETF (159869) increased by 4.38%, while the Huatai-PineBridge gaming ETF (516770) rose by 4.02%, and another gaming ETF (516010) gained 3.88% [2] - In contrast, the communication ETF (515880) experienced the largest decline at 1.75%, followed by the 5G50 ETF (159811) down 1.72%, and the communication equipment ETF (159583) falling 1.68% [2] Group 2 - The total trading volume of ETFs across the two markets reached 440.49 billion yuan, with stock ETFs accounting for 169.28 billion yuan, bond ETFs for 178.47 billion yuan, money market ETFs for 36.48 billion yuan, commodity ETFs for 5.14 billion yuan, and QDII ETFs for 51.12 billion yuan [2]

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]

另外，随着海外与国产算力的持续提升，AI应用爆发的时间点逐渐临近。无论是AI Coding、AI视 频，还是AI陪伴，均显示游戏行业有望成为最主要的受益者。回顾历史，每一次科技变革，游戏行业 均为最终的受益方。 （责任编辑：张晓波 ） 没有股票账户的投资者可以通过游戏ETF的联接基金（012729）把握游戏板块的投资机会。 游戏板块盘中拉升，游戏ETF（516010）涨超3%，近10日净流入额超2.5亿元。 注：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。文中提及个股仅供参考，不构 成股票推荐，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。 招商证券表示，政策支持下，游戏行业中报实现高增长，三季度业绩有望继续环比提升。在今年政 策支持背景下，随着版号发放的快速增加，以及华通和元趣等为代表的SLG游戏出海，游戏行业增速已 由此前的个位数水平显著提升至双位数。已发布的中报业绩显示，游戏龙头腾讯上半年国内外游戏收入 为1197亿元，创历年新高，在较大基数下仍保持24%的增幅，体现出行业的高景气度。 每日经济新闻 【免责声明】本文仅代表作者本 ...

Group 1 - The core viewpoint of the news highlights the positive performance of leading companies in the gaming industry, with revenue and profit showing double growth, leading to a rise in the gaming ETF (516010) by over 3% and a net inflow of over 250 million yuan in the past 10 days [1] - The flagship mobile game "Original Journey" has successfully launched a mini-game version, achieving 5.86 million new users in the first month and over 20 million new users in the first half of the year, with a stable monthly revenue of 100 million yuan [1] - The gaming industry is experiencing high prosperity, with opportunities for valuation increases driven by improvements in domestic policies and changes in overseas industry trends [1] Group 2 - The gaming ETF (516010) tracks the animation and gaming index, selecting listed companies in the A-share market related to the animation, gaming, and related industries, serving as an important indicator of the development of China's animation and gaming industry [2] - The index reflects the overall performance of listed companies in the animation and gaming sector, characterized by distinct industry features and style configurations [2]