Group 1 - The A-share market saw all three major indices rise, with the ChiNext Index increasing by 1.51%, driven by strong performances in sectors such as small metals, precious metals, wind power equipment, and non-ferrous metals [1] - The self-developed game market in China achieved actual sales revenue of 140.45 billion yuan from January to June 2025, marking a year-on-year growth of 19.29%, attributed to several popular long-standing products and new releases [1] - The overseas market for self-developed games generated actual sales revenue of 9.501 billion USD, reflecting a year-on-year increase of 11.07%, primarily from long-term product revenues and new products launched in 2024 [1] Group 2 - According to a report from CITIC Securities, the AI-driven gaming sector is projected to grow significantly, with an overall EPS upgrade and high market sentiment driving improvements for both leading and mid-sized companies [1] - The ChiNext Software ETF (159256) tracks the ChiNext Software Index (399264), focusing on 50 high-quality AI software stocks in the ChiNext market, with a significant emphasis on AI applications in financial technology, AI agents, and AI gaming [1] - The software development and IT services sectors account for 70% of the industry represented in the ChiNext Software ETF, with major weighted stocks including Tonghuashun, Runhe Software, Softcom Power, and Zhinan Compass [1]
A股科技全面爆发，创业板软件ETF华夏（159256）持仓股慧博云通涨幅超9%