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AI技术持续赋能游戏行业,游戏ETF(159869)涨超2%
Sou Hu Cai Jing·2025-09-03 06:16

Core Insights - The gaming sector continues to show strong performance, with the gaming ETF (159869) rising over 2% as of September 3rd, supported by significant inflows of capital totaling 247 million yuan over the past 10 trading days [1] - AI technology is becoming a focal point in the industry, particularly highlighted during the Kuaishou Creator Conference, where the AI product's monthly revenue has stabilized above 100 million yuan since the launch of version 2.0 in April [1] - Major gaming companies in China are significantly increasing their investments in AI, which is enhancing operational efficiency and is prominently featured in their semi-annual reports [1] Industry Trends - The gaming ETF (159869) tracks the performance of the A-share listed companies in the animation and gaming industry, reflecting the overall market sentiment and investment opportunities within this sector [1] - AI applications are expected to improve efficiency in advertising material generation and are being integrated into various fields such as marketing, education, and gaming [1] - The international market is contributing significantly to revenue, with overseas users accounting for 70% of the AI product's income, indicating strong competitive positioning globally [1]