Group 1 - The A-share gaming sector experienced slight fluctuations, with the gaming ETF (159869) down nearly 0.5%, while stocks like Fuchun Co., Xunyou Technology, and Huali Technology saw gains, and others like Giant Network and Ice River Network faced declines [1] - As of October 27, the gaming ETF (159869) had a product scale of 11.169 billion, providing investors with a convenient way to invest in leading A-share gaming companies [1] - MiniMax (Xiyu Jizhi) released and open-sourced its new text model MiniMax-M2, ranking in the top five globally on the ArtificialAnalysis (AA) evaluation list, marking the first time a Chinese open-source model has reached this level [1] Group 2 - Huayuan Securities highlighted that the gaming sector is expected to continue benefiting from the strong performance of quality products, suggesting ongoing focus on this area [2] - The AI-driven growth in the industry is supported by both supply and demand, with recommendations to monitor the progress of AI application innovations [2] - The continuous investment by platform providers in innovative content forms is expected to create trading opportunities within the industry chain, emphasizing the potential of new business models like group broadcasting [2]
机构称游戏板块基本面韧性持续强化，聚焦游戏ETF（159869）布局窗口
Mei Ri Jing Ji Xin Wen·2025-10-28 05:20