游戏板块进入暑期攻势，这波行情能走多远？

Core Viewpoint - The gaming sector has shown significant growth since early June, driven by high-frequency data that boosts earnings per share (EPS) and price-to-earnings (PE) ratios for individual companies, as well as the overall gaming sector's PE valuation [1] Group 1: Market Dynamics - The upcoming summer season is expected to be the strongest for high-frequency data in the gaming industry, with historical trends indicating increased gaming activity during this period [2] - The risk of market optimism regarding the gaming sector being invalidated before the end of summer is relatively low, and the AI industry is anticipated to bring surprises in Q3, attracting funds interested in AI applications [3][4] Group 2: Company Performances - Giant Network has performed exceptionally well, with its core product "Supernatural Action" likely surpassing 100 million in revenue in June, and its daily active users (DAU) showing continuous growth [6] - Kaiying Network has a solid fundamental outlook, with its legendary business performing well and a rich product pipeline expected to drive revenue growth [7] - Jiubite has shown signs of recovery after a downturn, with its core product "Wandao Mobile" stabilizing and new products exceeding expectations [8] - Shenzhou Taiyue is positioned for future growth with a rich product reserve and plans for significant promotion in Q3 [10] - Sanqi Interactive Entertainment is undervalued with a PE ratio below 15, and the upcoming release of its anticipated MMO product "Douluo Dalu" could yield substantial returns [11] - Perfect World is experiencing improved testing results and is set to enter overseas testing, which may catalyze its valuation [12]