Group 1 - The gaming sector experienced fluctuations, with the gaming ETF (159869) showing a slight decline after an initial rise of nearly 1% in early trading. Major stocks like Beiwai Technology, Guomai Culture, and Light Media saw significant drops, while a few like Mingchen Health and Giant Network performed positively. As of November 11, the gaming ETF's product scale reached 11.468 billion yuan, facilitating investors' access to leading A-share gaming companies [1][2] - On November 11, Shengqu Games and NCsoft announced a collaboration to develop a mobile version of the classic MMORPG "Lineage," expected to launch in 2026. This partnership signifies a revival of classic IPs in the mobile gaming sector, aiming to attract both returning core players and new users. The collaboration between leading firms and overseas copyright holders is becoming a crucial strategy for revitalizing classic IPs and expanding into global markets [1] Group 2 - The gaming sector is undergoing transformations driven by AI, content, and commercialization model changes. The gaming ETF (159869) tracks the CSI Animation and Gaming Index, reflecting the overall performance of A-share listed companies in the animation and gaming industry, highlighting investment opportunities in this area [2]

点评：索尼财报显示PS5销量逆势增长，累计出货量达8420万台，彰显其硬件生命周期的韧性。公司战 略重心从硬件推广转向盈利能力提升，旨在通过软件与服务最大化生命周期价值，并可能投入下一代主 机产品开发。对游戏行业而言，这标志着主机市场进入成熟期，硬件厂商的盈利模式将更依赖内容生态 与订阅服务。 ｜ 2025年11月12日星期三 ｜ NO.1 索尼PS5系列游戏机全球出货量达到8420万台 11月11日，索尼集团发布2025财年第二季度（截至9月30日）财报。第二财季营收为3.11万亿日元，同 比增长5%。营业利润为4290亿日元，同比增长10%，净利润达3114亿日元，同比增长7%。报告中披 露，发行5年之久的PS5系列游戏机在报告期内卖出390万台，高于去年同期水平，目前PS5的全球出货 量已达8420万台。此外，索尼高管近日表示，公司将不再在PS5的推广上大举投入，而是把重心放在盈 利能力上。 NO.2 盛趣游戏《永恒之塔》手游官宣2026年推出 11月11日，盛趣游戏与《永恒之塔》版权方NCsoft共同宣布，双方将联合开发正统传承的《永恒之塔》 手游，预计将于2026年正式与全球玩家见面。《永恒之塔》是 ...