锁定“五连阳”！游戏行业三季度景气度持续，游戏ETF（159869）涨近3%

Group 1 - The gaming sector is showing a significant recovery trend, with the gaming ETF (159869) experiencing a nearly 3% increase and attracting a net inflow of 184 million yuan over the past five trading days [1] - As of July 2025, China's gaming industry continues to grow, with a domestic market size reaching 29.084 billion yuan, reflecting a year-on-year growth of 4.62%. Mobile gaming grew by 0.92%, while client-based gaming saw a substantial increase of 16.56% [1] - Notable game titles such as Tencent's "Triangular Action" achieving 20 million daily active users and the launch of "Valorant" mobile version on August 19 have driven user engagement [1] Group 2 - Huachuang Securities highlights positive high-frequency data and good mid-term report expectations for the gaming industry, indicating sustainability and strong performance during the summer season [2] - The media sector is currently influenced by the rise of AI applications and cultural confidence from content output, with expectations for the Chinese open-source large model to reshape the industry landscape [2] - The gaming, film, and IP sectors are experiencing increased prosperity during the summer season, with AI applications transitioning from expectations to realization, indicating significant industry catalysts [2]