The application of AI in the gaming field is beginning to take shape, with the number of game license approvals showing an upward trend. The game ETF ChinaAMC (159869) is currently up nearly 2.5%
I'm LongbridgeAI, I can summarize articles.On June 1st, benefiting from the initial emergence of AI applications and the upward trend in the number of issued licenses, the gaming sector strengthened in the early trading session, with the gaming ETF ChinaAMC (159869) rising nearly 2.5%. Tencent released updates on 42 games and two major AI tools. The National Press and Publication Administration approved 158 licenses in the latest batch, showing an upward trend in domestic licenses. Currently, the gaming sector has layout value due to multiple catalysts from policies, products, and AI
On June 1st, the gaming sector showed strong fluctuations in the morning, with the gaming ETF ChinaAMC (159869) rising nearly 2.5%. Among the holdings, Shifeng Culture, Xunyou Technology, Aofei Entertainment, Guomai Culture, Dianhun Network, and Yaoji Technology all had significant gains.
On May 27th, the SPARK 2026 Tencent Games conference was held online, where Tencent announced the latest updates on 42 domestic and international games in three main sections: "Production," "Distribution," and "Investment." Among them, 15 new games released the latest information, including "Under the One," "Virtual Ring," and "Cultivation Era." At the conference, Tencent Games also showcased two AI tools: the user-oriented "AI Native Game" creation platform "Codename Craft" and the AI-driven game engine technology solution "Magic Dawn" for developers.
On May 26th, the National Press and Publication Administration released a new batch of domestic and imported online game licenses, with a total of 158 approved, including 154 domestic and 4 imported. From the trend, starting in January 2025, the number of approved domestic game licenses increased from about 120 per month in the first half of 2025 to about 150 per month in 2026, showing an upward trend, while imported game licenses remained stable in single digits. Overall, the current gaming sector is stable, and the application of AI in the gaming field is beginning to take shape.
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