With the summer vacation approaching, gaming operation activities and game consumption may enter a peak season, with the largest gaming ETF by index scale, ChinaAMC (159869), currently up nearly 1%
I'm LongbridgeAI, I can summarize articles.On June 9th, the gaming sector strengthened in the afternoon, with the gaming ETF ChinaAMC (159869) rising nearly 1%. With the summer vacation approaching, AI empowerment, and the World Cup as catalysts, the market is optimistic about the upcoming gaming consumption peak season. Perfect World’s "Yihuan" has impressive overseas revenue, and Tencent has released updates on new games. Kaiyuan Securities believes that leading model manufacturers are continuing their cycle, and the gaming sector has multiple favorable factors, which may lead to a window for positioning
On June 9th, the gaming sector experienced a midday surge, with the largest gaming ETF, ChinaAMC (159869), rising nearly 1%. Among the holdings, Zhejiang Shuju Culture increased by nearly 5.5%, while Baotong Technology, Youzu Interactive, and others rose over 3%. Beiwai Technology, Borui Media, Mingchen Health, and others followed suit.
Kaiyuan Securities pointed out that the cycle of "large financing + model performance leap + Token/ARR high growth + valuation leap" among leading model manufacturers continues. The revenue of the models themselves is expected to maintain high growth, and investments in computing power infrastructure will continue to increase, along with accelerating commercialization of vertical AI application tracks. Tencent Games announced the latest updates on over 40 games at the SPARK 2026 launch event and showcased an AI creation platform for users and AI engine technology solutions for developers. In terms of games, Perfect World’s "Yihuan" version 1.1 international server performed impressively, with daily total revenue exceeding 100 million RMB in overseas and Hong Kong, Macau, and Taiwan regions. Combined with the significant rise in the iOS game bestseller rankings following the launch of the domestic server version, it verifies that its revenue still has considerable growth elasticity under the support of content updates and operational activities. With the summer vacation approaching, gaming operational activities and consumption may enter a peak season. Additionally, the 2026 FIFA World Cup in the U.S., Canada, and Mexico is approaching, which may boost sales of related sports IP derivatives.
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 provide a window for focusing on gaming track layouts