32个中国厂商入围9月全球手游发行商收入榜TOP100，游戏板块具备AI、内容等多点催化

Group 1 - In September, 32 Chinese companies entered the global mobile game publisher revenue ranking TOP100, collectively generating $1.95 billion, accounting for 36.1% of the total revenue of the global TOP100 mobile game publishers [1] - Tencent remains the top mobile game publisher in China, benefiting from the seasonal popularity of games like "Delta Action," which saw a 76% month-on-month revenue increase, along with strong performances from "Honor of Kings" and "Peacekeeper Elite" [1] - Guosheng Securities maintains a positive outlook on the gaming sector and other fundamentals-driven segments as the third-quarter report disclosure period approaches, focusing on the potential recovery of the film and television sector under new policy drivers [1] Group 2 - The gaming sector is seen as having multiple catalysts for transformation, including AI, content, and commercialization model changes, with a focus on AI applications that can realize data monetization [1] - The gaming ETF (159869) tracks the CSI Animation and Gaming Index, reflecting the overall performance of A-share listed companies in the animation and gaming industry, presenting investment opportunities [1] - The emphasis on IP monetization targets companies with IP advantages and full industry chain potential, particularly in the area of traditional cultural IP value exploration [1]