腾讯代理《ARC Raiders》Steam峰值破35万，政策鼓励发展游戏、电竞等消费新场景

Group 1 - The gaming sector opened lower on November 5 but showed slight fluctuations, with the gaming ETF (159869) down nearly 1%, indicating weak overall sentiment in the sector [1] - As of November 4, the gaming ETF (159869) saw a net inflow of funds amounting to 1.842 billion, reflecting strong investor interest, with a total product scale of 11.291 billion [1] - Nexon's Embark Studios developed the third-person shooter game "ARC Raiders," which launched globally on October 30, achieving a peak concurrent user count of over 354,000 on Steam by November 3, ranking among the top 5 in 24-hour peak players [1] Group 2 - In Q3 2025, the media industry reported revenues of 135.28 billion, a year-on-year increase of 8.6%, and a net profit attributable to shareholders of 10.4 billion, up 43.7%, indicating rapid growth [2] - The gaming segment stood out with revenues of 33.02 billion, a year-on-year increase of 27.1%, and a net profit of 5.88 billion, up 111%, making it the core driver of growth in the media sector [2] - Active funds significantly increased their holdings in the high-growth gaming sector, with 7 out of the top 10 media stocks being gaming companies, highlighting gaming as a primary focus for fund allocation [2]