Group 1 - The gaming sector is experiencing fluctuations, with the gaming ETF (159869) showing a decline of approximately 1%, but has seen a net inflow of 898 million yuan over the past five trading days, indicating strong investor interest [1][2] - AI is significantly enhancing the game planning process, improving efficiency across the entire creative chain, including content generation, NPC interactions, and storyline production [1] - The domestic self-developed online game market has grown by 19% year-on-year in the first half of this year, with a median revenue growth rate of 18% among 17 core A+H stock companies [2] Group 2 - Major companies like Tencent, Giant Network, and G-bits are achieving impressive revenue performance in their respective segments, with notable titles such as "Delta Action" and "Endless Winter" leading the way [2] - The gaming sector is undergoing transformations driven by AI, content innovation, and changes in commercialization models, presenting investment opportunities in the gaming ETF (159869) [2]
持续打开布局通道，游戏ETF（159869）近5个交易日累计“吸金”达8.98亿元
Sou Hu Cai Jing·2025-09-23 07:04