游戏行业增长动能充足，9月多款游戏保持强势表现，游戏ETF（159869）现已涨近3%

Core Insights - The gaming sector is experiencing a significant rebound, with the gaming ETF (159869) rising nearly 3% and attracting a net inflow of 242 million yuan over the past two days, indicating strong investor interest [1]. Industry Performance - Following the summer break, the gaming industry shows robust growth momentum heading into Q4 and 2026, with several games performing strongly in September [1]. - Notable game releases include Giant Network's "Supernatural Action Group," which entered the iOS top 12 sales chart, and G-bits' "Staff Sword Legend," maintaining a position in the iOS top 20-40 since August [1]. - The mini-game "Treasure Digging Friends" under the "Wen Dao" IP remains a top performer in the WeChat mini-game sales chart, while "Bouncing Kingdom" by Dandian Interactive has entered the top 25 of mini-game sales [1]. Future Outlook - The summer gaming revenue is expected to accelerate Q3 performance for gaming companies, with the strong performance of new games likely to drive continued upward momentum in company earnings [1]. - The gaming sector is poised for transformation through AI, content innovation, and changes in commercialization models, with the gaming ETF (159869) tracking the performance of A-share listed companies in the animation and gaming industry [1].