Group 1 - The gaming sector is experiencing strong performance, with the gaming ETF (159869) rising nearly 3% in the afternoon session on September 25, following a net inflow of 1.062 billion yuan over the past 10 trading days, indicating significant investor interest [1] - On September 24, the National Press and Publication Administration announced the approval of 145 domestic online games and 11 imported games, reflecting a positive regulatory environment for the gaming industry [1] - According to Open Source Securities, the gaming industry is expected to maintain high prosperity due to strong demand driven by emotional consumption needs, with new product supply continuously being released, suggesting that the current cycle may exceed market expectations [1] Group 2 - The gaming sector is catalyzed by multiple factors including AI, content, and commercialization model transformations, with the gaming ETF (159869) tracking the CSI Animation and Gaming Index, which reflects the overall performance of A-share listed companies in the animation and gaming industry [1]
机构称游戏此轮景气周期长度或超市场预期，游戏ETF（159869）午后持续强势
Mei Ri Jing Ji Xin Wen·2025-09-25 10:12