Core Insights - The gaming sector is experiencing fluctuations, with the gaming ETF (159869) recently declining by approximately 0.5% [1] - As of October 13, the gaming ETF has seen a net inflow of funds totaling 1.404 billion yuan over the past five trading days, indicating strong investor interest, with the product's total scale reaching 10.748 billion yuan [1] - The Tokyo Game Show (TGS) recently showcased increased participation from Chinese companies, with major firms like Tencent and NetEase presenting their latest games, particularly in the anime genre, which attracted significant attention from Japanese players [1] Investment Opportunities - Chinese game developers are establishing a foothold in overseas markets, particularly in Japan, through high-quality game projects and unique gameplay designs that resonate with local players [1] - The trend of multi-platform distribution is becoming standard for Chinese companies expanding internationally, highlighting their potential in research, development, and localized operations [1] - The gaming sector is poised for transformation driven by AI, content innovation, and changes in commercialization models, making the gaming ETF (159869) an attractive investment opportunity [1]
中国游戏正迎来出海黄金期,游戏ETF(159869)近5个交易日累计“吸金”14.04亿元
Mei Ri Jing Ji Xin Wen·2025-10-14 06:42