Guotai Junan Securities: Continuously optimistic about the new product cycle in the gaming sector, seizing bottom opportunities in film and television content and AI applications
Guotai Junan Securities released a research report, continuing to be optimistic about the opportunities in the gaming sector driven by policies, prosperity, and AI applications. In September, the media sector performed excellently, with an increase of 4.96%, outperforming the CSI 300 Index. The issuance of game licenses continues to grow, with a total of 1,275 issued from January to September, a year-on-year increase of 23.2%. Although the box office during the National Day holiday declined year-on-year, the overall market still has medium to long-term upward potential, with a focus on the performance of new products
