冲击四连阳！游戏ETF（159869）午后持续冲高，现涨近1.5%

Group 1 - The gaming sector is experiencing a significant rebound, with the gaming ETF (159869) rising nearly 1.5% and achieving a 13.71% increase since August 1, indicating a strong upward trend [1] - The launch of the second installment of the "Black Myth" series by Shenzhen Youke Interactive Technology Co., Ltd. has garnered over 10 million views within 24 hours on Bilibili, highlighting the growing popularity of Chinese gaming products [1] - The year 2025 is projected to be a critical year for the international expansion of Chinese gaming companies, marking a transition from initial overseas attempts to sustained global revenue leadership [1] Group 2 - Huachuang Securities notes that high-frequency data in the gaming industry is positive, with good expectations for mid-year reports, indicating sustained performance [2] - The summer season has shown impressive daily active users (DAU) and commercialization performance in the gaming sector, contributing to the overall optimism [2] - The gaming sector is undergoing multiple catalysts, including AI, content, and commercialization model transformations, which are expected to enhance growth opportunities [2]