游戏板块午后异动拉升，游戏ETF（159869）现涨近4.5%

Core Insights - The gaming sector experienced a significant surge, with the gaming ETF (159869) rising nearly 4.5% and attracting a net inflow of 1.036 billion yuan over the past 10 trading days, indicating strong investor interest [1] - Individual stocks such as G-bits rose over 8%, reaching new highs, while other companies like Shenzhou Taiyue, Kaiying Network, and Giant Network also saw gains [1] - According to Guangfa Securities, Tencent's "Delta Action" topped the iOS bestseller list after its new season launch, showcasing the enduring appeal of competitive gaming [1] - Kaiying Network is accelerating its integration of the Legend Box and has signed brand cooperation agreements with leading manufacturers, which is expected to contribute to performance growth in Q3 [1] - Wanlian Securities predicts a recovery in the overall performance of the media sector in H1 2025, with a notable rebound in the gaming sector's performance in Q2 2025, driven by content supply recovery, AI technology integration, policy support, and consumer spending recovery [1] - The gaming sector is catalyzed by multiple factors including AI, content, and commercialization model transformations, with the gaming ETF (159869) tracking the performance of A-share listed companies in the animation and gaming industry, presenting investment opportunities [1]