Recently, there has been a continuous rebound in the A-share gaming sector. According to Wind data, on October 14, market concept sectors such as skit games and online games had the highest gains. The game-related media sector became the main direction of net capital inflows in recent trading days, and many individual stocks showed active performance. According to industry insiders, the pace of domestic game version approval has gradually stabilized since the beginning of the year, and supply-side expectations in the industry continue to be consolidated, which will continue to push game companies to reserve new products and enter the testing and launch cycle, driving the sector's performance to be gradually realized. After undergoing adjustments, the current valuation and cost performance ratio of the game sector is prominent, and I am optimistic about sector valuation repair opportunities supported by fundamentals.

Recently, there has been a continuous rebound in the A-share gaming sector. According to Wind data, on October 14, market concept sectors such as skit games and online games had the highest gains. The game-related media sector became the main direction of net capital inflows in recent trading days, and many individual stocks showed active performance. According to industry insiders, the pace of domestic game version approval has gradually stabilized since the beginning of the year, and supply-side expectations in the industry continue to be consolidated, which will continue to push game companies to reserve new products and enter the testing and launch cycle, driving the sector's performance to be gradually realized. After undergoing adjustments, the current valuation and cost performance ratio of the game sector is prominent, and I am optimistic about sector valuation repair opportunities supported by fundamentals.