Group 1 - The China Securities Index for gaming and cultural media (931580) has shown a strong increase of 1.37%, with notable gains from companies such as Giant Network (up 5.29%) and Kyeong Network (up 5.06%) [1] - In June, a total of 147 domestic games and 11 imported games were approved, with a cumulative issuance of 812 game licenses from January to June, representing a year-on-year growth of 17.9% [1] - The gaming market in China generated revenue of 28.1 billion yuan in May, reflecting a year-on-year increase of 10%, with mobile gaming sales reaching 21.2 billion yuan, up 12% [1] Group 2 - Guosen Securities maintains a positive outlook on the gaming sector, driven by policy support, market conditions, AI applications, and the launch of new products [2] - Huatai Securities highlights structural growth opportunities in the media industry, particularly in gaming, with improvements in market conditions and significant product cycles for key companies [2] - The gaming media ETF closely tracks the China Securities Index for gaming and cultural media, which includes 50 listed companies involved in gaming, film, broadcasting, marketing, publishing, education, and cultural performances [2] Group 3 - As of May 30, 2025, the top ten weighted stocks in the China Securities Index for gaming and cultural media accounted for 55.21% of the index, including Tencent Holdings and Kuaishou [3]
冲击4连涨!游戏传媒ETF(517770)早盘涨近2%,机构看好传媒行业在多因素支撑下的结构性增长机会
Xin Lang Cai Jing·2025-07-08 03:01