powerballs| Industry ETF weathervane 丨 The game industry is higher, with game ETF transactions reaching nearly 240 million yuan in half a day

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Today, the hot spots in the A-share market are lax, there is no obvious main line, and the performance of the game ETF is relatively strong. Among them, the game ETF (516010) and the game ETF (159869) rose nearly 1% in half-day, while the game ETF (159869) half-day turnover reached 2.Powerballs3.9 billion yuan, with a large influx of funds.

From the perspective of investment logic, with the continuous progress of AIGC technology during the year, OpenAI and Google released their Vincent video models one after another, and the basic world model Genie and 3D modeling tool DUSt3R were also released one after another, creating possibilities for the AI empowerment of the whole industry chain of games. At present, AIGC already has certain productivity value.PowerballsWith the continuous iterative progress of technology, AIGC technologies such as Vincent video and AI 3D modeling are expected to help game development, which is embodied in shortening the production and development cycle of the game and reducing the cost of game development, thus promoting the continuous development of the whole game industry.

The number of new games launched in the first quarter of 2024 increased slightly from the same period last year. In the second quarter and summer of 2024, a number of major new games, including Tencent's "DNF Mobile Games", NetEase's "Yanyun Sixteen tones" and "Forever Mobile Games", have started testing / setting files one after another, or accelerated the growth of the industry as a whole.

Comments: game ETF (516010) and game ETF (159869) rose 0 respectivelyPowerballs.89% and 0.88%, of which the game ETF (159869) is relatively large, reaching 6.998 billion copies, with a half-day transaction value of 239 million yuan. The above two ETF track the China card animation game index, tracking the index of ETF and game animation ETF (516770), the ETF half-day increase of 0.76%.

Huaxia card animation game ETF (fund code: 159869, on-site abbreviation: game ETF) closely tracks the CSI animation game index to help investors one-click layout of China's animation and game industry, and since its establishment, the tracking error is significantly lower than the market average. As a leader in the field of domestic passive investment, Huaxia Fund has a market-leading index management team, complete product line layout and index product management scale in the forefront of the industry. Xu Meng, a fund manager with nearly 20 years of experience and 10 years of investment management experience, is a veteran in the field of index investment.

The CSI Animation Game Index selects the securities of listed companies whose main business involves animation, comics, games and other related entertainment industries as index samples to reflect the overall performance of listed companies in the animation and game industry in Shanghai and Shenzhen markets. The CSI animation game index is mainly composed of listed companies in the game industry, accounting for more than 80% of the weight, and the overall constituent stocks are on the small and medium market capitalization. The top ten weighted stocks are moderately high, basically all of them are game companies. Index profitability and revenue quality are strong, and attach great importance to R & D innovation.