翻红上扬！游戏板块午盘震荡攀升，聚焦游戏ETF（159869）低位布局窗口

Core Viewpoint - The gaming sector is experiencing a rebound, with the gaming ETF (159869) showing signs of recovery after a brief decline, indicating strong investor interest and support for the industry [1] Group 1: Market Performance - The gaming ETF (159869) saw a net inflow of 2.423 billion yuan over the past 10 trading days, reflecting significant investor interest [1] - As of October 14, the total scale of the gaming ETF reached 10.612 billion yuan, facilitating easy access for investors to A-share gaming leaders [1] Group 2: Regulatory Environment - From January to September 2025, the National Press and Publication Administration issued 1,195 domestic online game licenses, a year-on-year increase of 24.61% compared to 959 licenses in the same period of 2024 [1] - The normalization of game license issuance indicates ongoing regulatory support for the gaming industry [1] Group 3: Industry Outlook - The gaming sector is characterized by strong cash flow, increasing policy support, and deepening AI game development [1] - Recent adjustments in the gaming sector have made valuations more attractive, leading to a positive outlook for investment opportunities [1] - The gaming sector is catalyzed by multiple factors including AI, content, and commercialization model transformations [1]