Based on rich Chinese culture + AI video internationalization, which investment targets can be selected?

The following will elaborate from four aspects: core logic, issues, preliminary research references, and AI suggestions.
From an investment perspective, what good methodologies should be considered for the next step? Further analysis?

1. Core Logic
China possesses rich historical and cultural materials, such as Liaozhai, Journey to the West, the Warring States Period, the War to Resist U.S. Aggression and Aid Korea, and many more.
In the AI era, these can be transformed into film, television, and content products at low cost and high quality, creating opportunities for cultural export and industry development. This also aligns with current national strategies like AIGC (AI-generated content), digital cultural industries, cultural confidence, and telling China’s story well.

2. Issues
Based on this logic, what are some good investment targets? Mainly A-share stocks or ETFs?

3. Preliminary Search References
There are many ETFs related to this area, and I am unsure which to choose. I lean towards the “selling shovels” approach in option 3, but the business proportion of this shovel in the ETF is also unclear.

1. Film and Television ETF (516620) is most directly related.
   Seedance 2.0 can achieve synchronized audio-visual generation and 60-second complete video creation, reducing short video production time from half a day to minutes; by 2025, AI technology penetration in domestic film production costs is expected to reach 37%, with special effects production cycles shortened by an average of 40%; covering the entire industry chain from IP creation, distribution, marketing to theater screening, diversifying risks associated with individual films.
2. Media ETF (512980) covers a broader range.
   Top three holdings: Information transmission/software (58.31%), Cultural entertainment (20.57%), Business services (20.66%); includes pioneers like Focus Media, BlueFocus, Kunlun Wanwei; the Generative Engine Optimization (GEO) concept accounts for over 55%, directly benefiting from AI content generation trends.
3. E Fund CSI Software and Service ETF (562930) — I interpret this as the “selling shovels” approach, likely the latest profitable one.
   Focuses on the AI application software industry chain, including core technology providers for AI content generation, digital marketing, etc., with software service business purity over 90%.
4. Yinhua CSI Film and Television Theme ETF (159855). Directly related to “film and TV content production.”
   AI video generation models can significantly reduce costs for costume dramas and historical dramas, improving IP development efficiency.
5. Guotai CSI Animation and Gaming ETF (516010). Related to “IP and gaming.”
   Chinese historical stories are excellent material for games and animation; AI can accelerate animation generation, character design, and enrich game world-building.

4. AI Suggestions
If you believe that “AI + Chinese historical culture = content industry explosion,” then a more stable approach might be to allocate to the following ETFs:
Main holdings: CSI Media ETF (512980) + CSI Animation & Gaming ETF (516770)
Secondary holdings: Artificial Intelligence ETF (515980)
Satellite holdings: STAR Market 50 ETF (588000) or Hang Seng Tech ETF (513180)

From an investment perspective, what good methodologies should be considered for the next step? Further analysis?