Group 1 - A-shares opened higher on October 20, with the Shanghai Composite Index rising by 0.67%, the Shenzhen Component Index by 1.49%, and the ChiNext Index by 2.45% [1] - Technology stocks rebounded significantly, with CPO, computing power, and consumer electronics concepts leading the gains, while insurance stocks surged and gold stocks saw notable pullbacks [1] - The gaming sector opened strong, with the gaming ETF (159869) rising over 2%, and it recorded a net inflow of 2.421 billion yuan over the past 10 trading days, reflecting strong investor interest [1] Group 2 - 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 [2] - Jianghai Securities believes that the normalization of game license issuance indicates ongoing regulatory support for the gaming industry, which has strong cash flow and increasing policy backing [2] - The gaming sector is expected to benefit from multiple catalysts, including AI, content, and commercialization model transformations, making the gaming ETF (159869) an attractive investment opportunity [2]
政策支持力度持续加大，AI游戏研发持续深化，游戏ETF（159869）现涨超2%
Mei Ri Jing Ji Xin Wen·2025-10-20 05:11