Industry data highlights that the domestic gaming market maintains high prosperity, focusing on the gaming ETF ChinaAMC (159869) layout window

On May 27th, the gaming sector showed slight fluctuations in the morning session, with the gaming ETF ChinaAMC (159869) experiencing a slight increase, having previously risen nearly 1.5%. Among the holdings, Light Media, Aofei Entertainment, Guomai Culture, Xinghui Entertainment, and Xunyou Technology saw the largest gains. On the news front, industry data indicates that the domestic gaming market continues to maintain a high level of prosperity. In April, the domestic gaming market continued its growth trend, with an overall growth rate of 11.03%, client games growing by 18.40%, and overseas growth at 30.76%. According to the financial reports released for 2025 and the first quarter of 2026, leading companies such as Giant Network, Kaiying Network, and 37 Interactive Entertainment have maintained excellent performance growth. On the product side, on May 20th, NetEase Games held a press conference announcing updates for several existing games and information on some new game content. On May 27th, Tencent will hold the SPARK 2026 conference to release the latest news on multiple games. Due to the concentration of market conditions and the siphoning effect of funds, gaming companies with performance and product support in the current gaming sector are still at low valuations, with significant room for future recovery. Additionally, based on existing products and new reserves, leading gaming companies in the sector are expected to continue maintaining good performance growth. The gaming sector is catalyzed by multiple factors including AI, content, and changes in commercialization models. The gaming ETF ChinaAMC (159869) tracks the CSI Animation Game Index, leading the market in AI application content and accurately covering the overall performance of the A-share animation and gaming industry. Currently, the gaming sector is experiencing a surge driven by favorable policies, product cycles, and AI empowerment, which may focus on the layout window of the gaming track. In the context of the current rebalancing of A-share styles and accelerated internal rotation of the technology sector, gaming, as one of the sub-tracks with the most commercial certainty in AI applications, combines thematic elasticity with profit recovery logic