Favorable news continues to boost market attention, and the valuation cost-effectiveness of the gaming sector stands out.
Recently, the A-share gaming sector has seen a continuous rebound. Wind data shows that on October 14, market concept sectors such as short-drama gaming and online gaming posted the largest gains, and the media sector related to gaming has become a major destination for net inflows of main funds in recent trading sessions, with multiple stocks trading actively. Industry insiders believe that since the beginning of the year, the pace of domestic game license approvals has gradually stabilized, and expectations on the industry's supply side have continued to strengthen, which will keep driving game companies' pipeline of new titles into the testing and launch cycle, helping sector earnings gradually materialize. After undergoing adjustments, the gaming sector's valuation is now offering compelling value, and the opportunity for valuation repair supported by fundamentals is viewed favorably.
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