Group 1 - The three major stock indices opened lower on September 18, with the Shanghai Composite Index at 3876.06 points, down 0.01%, the Shenzhen Component Index at 13161.15 points, down 0.41%, and the ChiNext Index at 3119.77 points, down 0.88% [1] - The precious metals sector led the decline, while oil and gas, communication equipment, and BC battery sectors also saw significant drops. Conversely, textile manufacturing, recombinant protein, and auto parts sectors performed well [1] - The gaming sector showed resilience after an initial dip, with the gaming ETF (159869) rising over 1%. Key stocks like Xunyou Technology surged over 9%, while Beiwai Technology and others saw gains of nearly 6% and over 2% respectively. The gaming industry is benefiting from new product releases and a recovery in the sector [1] Group 2 - China Galaxy Securities noted that the underlying large model capabilities are evolving, providing a technical foundation for AI applications across various industries. The commercial progress of AI in the B-end is particularly evident in the media sector, with overseas AI technology being more mature [2] - The gaming market has maintained a high level of prosperity since the summer of 2024, with major game developers launching successful new titles. The revenue deferral effect and strong performance of new games are expected to contribute to sustained growth in 2025 [2] - The gaming sector is catalyzed by multiple factors including AI, content, and changes in commercialization models. The gaming ETF (159869) tracks the performance of A-share listed companies in the animation and gaming industry, presenting investment opportunities [2]
游戏ETF(159869)连续两日获资金净流入,累计“吸金”达5.92亿元
Sou Hu Cai Jing·2025-09-18 02:25