Guotai Asset Management sees China game stocks poised for valuation rebound after sharp pullback
I'm LongbridgeAI, I can summarize articles.Guotai Asset Management anticipates a valuation rebound in China's gaming sector following a sharp pullback, citing an Animation and Game Index rise of 3.62%. The firm highlights strong May 2026 domestic game sales revenue of 308.75 billion yuan (+10.07% YoY), with client games up 21.69% to 70.8 billion yuan. While projecting upside from low valuations and seasonal catalysts, Guotai warns of near-term volatility if market style rotation fades.
- Guotai Asset Management flagged a sharp rebound in China’s gaming sector, with the Animation and Game Index up 3.62% on a broader market rotation. * Liblib closed a nearly $300 million funding round at a post-money valuation above $2 billion, viewed as a validation of AI content monetization. * The note cited May 2026 domestic game sales revenue of 308.75 billion yuan, up 10.07% year on year. * Client game revenue rose 21.69% to 70.8 billion yuan; mobile game revenue increased 7.02% to 226.63 billion yuan. * It projected further upside from low valuations, upcoming earnings catalysts, summer seasonality, while warning near-term volatility if style rotation fades. Disclaimer: This news brief was created by Public Technologies (PUBT) using generative artificial intelligence. While PUBT strives to provide accurate and timely information, this AI-generated content is for informational purposes only and should not be interpreted as financial, investment, or legal advice. Guotai Asset Management Co. Ltd. published the original content used to generate this news brief on June 22, 2026, and is solely responsible for the information contained therein. © Copyright 2026 - Public Technologies (PUBT) Original Document: here