腾讯《追逐卡蕾多》9月海外开测，聚焦游戏ETF（159869）布局窗口

Group 1 - The gaming sector is experiencing fluctuations, with the gaming ETF (159869) showing a slight increase, and notable stocks like Zhejiang Shuzhi Culture, G-bits, and Aofei Entertainment leading in gains, while stocks like Giant Network and Shenzhou Taiyue are among the biggest losers [1] - The gaming ETF (159869) has seen a net inflow of funds totaling 85.99 million yuan over the past five trading days, indicating strong investor interest [1] - Tencent's new game "Chasing Kaledo," a two-dimensional motorcycle girl game, is set to launch on PC, iOS, and Android platforms in September, targeting markets in the US and Japan, aiming to carve out a niche in the competitive global two-dimensional gaming market [1] Group 2 - CITIC Securities notes that the current market rally is primarily driven by institutional investors rather than retail investors, with the focus on industry trends and performance rather than historical market comparisons [2] - As products issued in 2020-2021 approach breakeven, a transition between old and new capital is expected, with future market momentum relying on new allocation themes rather than just liquidity [2] - The gaming sector is highlighted for its potential due to multiple catalysts including AI, content, and commercialization model transformations, with the gaming ETF (159869) tracking the performance of A-share listed companies in the animation and gaming industry [2]