Group 1 - The gaming sector is currently supported by clear investment themes, including favorable regulatory policies, strong product performance, and reasonable valuations [2] - Recent data shows that the gaming ETF (159869) has seen a net inflow of 256 million yuan over the past five trading days, indicating strong investor interest [1] - Major gaming companies like Giant Network, Century Huatong, and G-bits are expected to report high growth in Q3 due to strong product performance [2] Group 2 - The AI app download rankings in China for September show that Doubao leads with 6.19 million downloads, although it experienced a 2.0% decline from August [1] - The second tier of apps, including Tencent Yuanbao and Xingtui, have downloads ranging from 3 million to 4 million, while the third tier has downloads peaking at around 2 million [1] - The gaming ETF (159869) tracks the performance of the A-share listed companies in the animation and gaming industry, presenting investment opportunities [2]
游戏行业当前政策、盈利与估值形成三重支撑，聚焦游戏ETF（159869）布局窗口
Sou Hu Cai Jing·2025-10-24 02:42