Group 1 - The gaming sector experienced fluctuations with the gaming ETF dropping over 1.5%, while stocks like Perfect World and Kingsoft Network saw significant declines [1] - As of November 4, the gaming ETF had a net inflow of 1.842 billion yuan over the past 20 trading days, indicating strong investor interest, with a total product size of 11.291 billion yuan [1] - In Q3 2025, the media sector achieved a total revenue of 127.9 billion yuan, a year-on-year increase of 7%, with the gaming sector showing remarkable performance driven by blockbuster products [1] Group 2 - The domestic gaming market's actual sales revenue in Q3 2025 was 88.03 billion yuan, reflecting a year-on-year decrease of 4.1% but a quarter-on-quarter increase of 7.0% [2] - A-share gaming companies reported a total net profit of 5.59 billion yuan in Q3 2025, marking a year-on-year increase of 76% and a quarter-on-quarter increase of 20% [2] - The gaming sector is expected to benefit from a new game cycle and AI-driven valuation boosts, with the gaming ETF tracking the performance of A-share listed companies in the animation and gaming industry [2]
机构称新游周期延续驱动业绩增长 期待AI催化提振游戏板块估值
Mei Ri Jing Ji Xin Wen·2025-11-05 07:49