Group 1 - The gaming sector is experiencing fluctuations, with the gaming ETF (159869) showing a slight decline, while individual stocks like Yaoji Technology and Zhejiang Shuzhu Culture have increased by over 6% [1] - As of January 13, the gaming ETF (159869) has reached a scale of 16.217 billion yuan, attracting a total of 1.405 billion yuan in the last 10 trading days, providing investors with a convenient tool for investing in A-share gaming leaders [1] - Open Source Securities believes that the listing of MiniMax may enhance its financial strength, financing capability, and brand awareness, which could support its model development and commercialization efforts in the AI social sector [1] Group 2 - The gaming sector is catalyzed by multiple factors including AI, content, and changes in commercialization models, with the gaming ETF (159869) tracking the CSI Animation and Gaming Index, which has the highest AI application content in the market [2] - The current gaming sector is benefiting from favorable policies, product cycles, and the empowerment of AI, suggesting a potential window for focusing on gaming sector investments [2]
AI应用或将点燃游戏新增长周期，聚焦游戏ETF（159869）布局机会
Mei Ri Jing Ji Xin Wen·2026-01-14 06:34