游戏板块具备AI、内容、商业化模式变革多点催化，游戏ETF（159869）跟踪中证动漫游戏指数，反映动漫游戏产业A股上市公司股票的整体 表现，关注游戏ETF（159869）布局机会。 8月25日午盘，游戏板块持续冲高，游戏ETF（159869）现涨近1.5%，冲击四连阳。游戏板块近期回暖趋势显著，游戏ETF（159869）自8月1 日以来，截至8月22日上涨13.71%，游戏板块反弹上攻趋势显著。 消息面上，8月20日凌晨，在科隆国际游戏展开幕之夜压轴环节，中国游戏厂商深圳市游科互动科技有限公司（以下简称"游戏科学"）带来黑 神话系列第二部作品《黑神话：钟馗》，并发布首支CG先导预告片。先导预告片在B站上线24小时，播放量便突破千万大关，强势登顶热门 视频榜榜首。过去五年间，中国游戏经历了从尝试性海外发行到长期霸榜全球游戏收入榜单的成长与跨越，2025年成为中国游戏"出海"的关键 一年。 华创证券指出，游戏行业高频数据向好且中报预期良好，板块具备持续性，暑期DAU及商业化表现亮眼。传媒板块当前明线为AI应用起势， 暗线为内容输出带来的文化自信，看好中国开源大模型爆发及产业格局重塑，预计将经历公有云价值重塑、B ...

8月25日午盘，游戏板块延续早盘震荡态势，游戏ETF（159869）现小幅微跌，持续打开低位布局通道。游戏板块近期回暖趋势显著，游戏 ETF（159869）自8月1日以来，截至8月22日上涨13.71%，板块反弹上攻趋势显著。 每日经济新闻 华创证券指出，游戏行业高频数据向好且中报预期良好，板块具备持续性，暑期DAU及商业化表现亮眼。传媒板块当前明线为AI应用起势， 暗线为内容输出带来的文化自信，看好中国开源大模型爆发及产业格局重塑，预计将经历公有云价值重塑、B端赋能及C端场景落地三阶段。 影视行业受剧集政策边际宽松催化，"电视剧创作21条"在题材、审查等维度优化，利好产能及内容创新提升。IP领域长线看好2B转授权及2C 渠道增长逻辑。此外，暑期档游戏、影视、IP行业景气度持续提升，AI应用逐步从预期走向兑现，产业催化值得关注。 游戏板块具备AI、内容、商业化模式变革多点催化，游戏ETF（159869）跟踪中证动漫游戏指数，反映动漫游戏产业A股上市公司股票的整体 表现，关注游戏ETF（159869）布局机会。 国家新闻出版署版号发放节奏保持常态化，7月共审批通过134款版号（其中国产127款、进口7款），20 ...

（责任编辑：董萍萍 ） 8月25日早盘，游戏板块震荡攀升，游戏ETF（159869）现已翻红微涨，持仓股中，浙数文化、吉 比特、奥飞娱乐、星辉娱乐等涨幅居前，巨人网络、神州泰岳、华立科技、国脉文化等跌幅居前。游戏 ETF（159869）近5个交易日获资金净流入，累计"吸金"达8599万元，备受资金青睐。 【免责声明】本文仅代表作者本人观点，与和讯网无关。和讯网站对文中陈述、观点判断保持中立，不对所包含内容 的准确性、可靠性或完整性提供任何明示或暗示的保证。请读者仅作参考，并请自行承担全部责任。邮箱： news_center@staff.hexun.com 8月24日消息，腾讯旗下全新二次元机车美少女游戏《追逐卡蕾多》正式宣布，将于9月登陆PC （电脑端）、iOS和安卓平台，并在美国、日本等地区开启测试。作为腾讯在二次元赛道的又一重要布 局，《追逐卡蕾多》凭借独特的"机车+美少女"设定以及高质量3D演出，试图在竞争激烈的全球二次元 游戏市场中开辟新路径。 游戏板块具备AI、内容、商业化模式变革多点催化，游戏ETF（159869）跟踪中证动漫游戏指数， 反映动漫游戏产业A股上市公司股票的整体表现，关注游戏ETF（ ...

8月22日，游戏板块午盘持续冲高，游戏ETF（159869）现涨近1.5%，持仓股中，顺网科技涨停，国脉文化、浙数文化、盛天网络、神州泰岳 等涨幅居前，北纬科技、华立科技、吉比特等跌幅居前。 华创证券指出，游戏行业高频数据向好且中报预期良好，板块具备持续性，暑期DAU及商业化表现亮眼。传媒板块当前明线为AI应用起势， 暗线为内容输出带来的文化自信，看好中国开源大模型爆发及产业格局重塑，预计将经历公有云价值重塑、B端赋能及C端场景落地三阶段。 影视行业受剧集政策边际宽松催化，"电视剧创作21条"在题材、审查等维度优化，利好产能及内容创新提升。IP领域长线看好2B转授权及2C 渠道增长逻辑。此外，暑期档游戏、影视、IP行业景气度持续提升，AI应用逐步从预期走向兑现，产业催化值得关注。 游戏板块具备AI、内容、商业化模式变革多点催化，游戏ETF（159869）跟踪中证动漫游戏指数，反映动漫游戏产业A股上市公司股票的整体 表现，关注游戏ETF（159869）布局机会。 每日经济新闻 近日，《黑神话：悟空》官方公众号的名称进行了变更。此次更名后，账号认证名称从"黑神话悟空"简化为"黑神话"，标志性的"悟空"二字正 式从 ...

Group 1 - The core viewpoint is that NetEase's Q2 game revenue increased by 13.7% year-on-year, demonstrating the effectiveness of its dual strategy of self-developed and licensed games [2][3] - The net income from NetEase's online games and related value-added services for Q2 was RMB 22.8 billion (approximately USD 3.2 billion), compared to RMB 20.1 billion in the same period last year [1] - The revenue from online games accounted for approximately 97.1% of the segment's net income, indicating stability in the core business [1][2] Group 2 - New game releases such as "Identity V," "Yanyun Sixteen Sounds," and "Marvel Duel" contributed to the increase in net income, enhancing the competitiveness of the product line [2] - The capital market may assign a higher valuation to NetEase due to its ability to continuously launch high-quality content, which could boost industry confidence [2] - The gaming sector is experiencing multiple catalysts for transformation, including AI, content, and commercialization model changes, with the gaming ETF (159869) reflecting the overall performance of A-share listed companies in the animation and gaming industry [2]

Group 1 - The three major indices opened higher on August 11, with the Shanghai Composite Index rising by 0.05%, the Shenzhen Component Index by 0.27%, and the ChiNext Index by 0.13% [1] - Lithium carbonate futures hit the daily limit, leading to a significant rise in the lithium mining sector, while the Xinjiang sector remained hot with multiple stocks, including Xinjiang Communications Construction, hitting the daily limit [1] - The TMT sector opened lower, with declines in photolithography machines, millet economy, and military information technology concepts [1] Group 2 - In the first half of 2025, domestic game revenue reached a record high of 168 billion yuan, marking a year-on-year increase of 14.08% [2] - The user base in the domestic game market grew to nearly 679 million, reflecting a year-on-year growth of 0.72% [2] - The industry is experiencing a qualitative and quantitative improvement under a stable policy environment, with significant R&D investment returns from leading companies and resilience in overseas markets [2]

Group 1 - The A-share market opened positively on August 7, with all three major indices rising slightly, indicating a stable market sentiment [1] - The PEEK materials concept and the shipbuilding sector showed strong performance, while the gaming sector experienced fluctuations but eventually turned positive [1] - IDC's latest report highlights a strong growth trend in China's consumer gaming PC market, with a projected year-on-year growth rate of 24.3% for gaming laptops by Q2 2025, driven by demand from university students and core gamers [1] Group 2 - Guosen Securities notes an improving trend in the fundamentals of the media and gaming industries, emphasizing the need to focus on product cycles and performance in the gaming sector [2] - The recent ChinaJoy exhibition attracted 743 participating companies, with foreign investment accounting for 31.8%, reflecting the industry's growing popularity [2] - Significant advancements in AI technology are driving innovation in the gaming sector, with new features and models enhancing content creation and output speed [2]

Core Viewpoint - The 2025 ChinaJoy exhibition highlights the deep integration of "AI + gaming," showcasing AI's evolution from a production tool to a core driver of industry upgrade [1] Group 1: Industry Trends - The exhibition featured 800 well-known companies, with a total exhibition area of 135,000 square meters, including 220 foreign enterprises, accounting for 27.5% [1] - The game ETF (159869) rose nearly 3.5% in the afternoon, indicating positive market sentiment towards the "AI + gaming" integration [1] Group 2: Event Highlights - The theme of the 22nd ChinaJoy is "Gathering What You Love," emphasizing the focus on high-demand sectors such as gaming, trendy toys, and IP [1] - The Beijing International Trendy Toy Exhibition also commenced on August 1, featuring a popular theme exhibition by Pop Mart [1] Group 3: Future Outlook - The continuous breakthroughs in generative AI are expanding the imaginative space of "AI + gaming," making the industry's growth path increasingly clear [1] - The sustained performance of quality content products in high-demand sectors is recommended for continued attention [1]

Group 1 - The game ETF (159869) has experienced a narrow fluctuation, currently up by approximately 0.5%, with notable stocks such as Youzu Interactive hitting the daily limit, and others like Iceberg Network and Light Media rising over 1% [1] - The game ETF has seen continuous net inflows for 11 consecutive trading days, accumulating a total of 2.195 billion yuan, indicating strong investor interest [1] - In July, the approval volume of game licenses remained high, with 127 games approved, despite a decrease of 20 from June, maintaining a robust issuance level [1] Group 2 - The gaming sector is undergoing multiple catalysts including AI, content, and commercialization model transformations, with the game ETF tracking the performance of the A-share listed companies in the animation and gaming industry [2] - The annual gaming event ChinaJoy is approaching, presenting potential investment opportunities in the game ETF [2]

Group 1 - The gaming sector is experiencing fluctuations, with the gaming ETF (159869) slightly declining by around 0.5%, but it has seen a net inflow of funds for 10 consecutive trading days, totaling 1.994 billion yuan [1] - In 2025, a total of 127 domestic game licenses and 7 imported game licenses will be issued, indicating a stable quantity and frequency of approvals, which is expected to boost market confidence in the gaming industry [1] - The number of game licenses issued in the first half of the year has significantly increased compared to the same period in 2024, with 884 domestic and 62 imported licenses issued, reflecting a strong growth trend in the gaming market [1] Group 2 - The gaming sector is catalyzed by multiple factors including AI, content, and commercialization model transformations, with the upcoming annual gaming event ChinaJoy presenting potential investment opportunities in the gaming ETF (159869) [2]