On December 29, 2023, A-share short drama game concept stocks soared at the beginning of the session, and the game ETF (159869) has now risen nearly 3%, among the holding stocks, Keying Network led the rise of more than 5%, and Perfect World followed up by more than 3%, * The whole line is red.
On the news side, Douyin teamed up with Mango TV to lay out micro-short dramas. Recently, Mango TV and Douyin held a press conference and signing ceremony with the theme of "Horizontal and Vertical Wind", and the two sides announced that they would take the joint development of short dramas as the incision, and then promote in-depth cooperation in many aspects such as second creation and brand marketing.
Haitong** believes that short dramas have the characteristics of wide coverage and strong user payment, and if they can be combined with new technologies such as games, AI, and VR in the future, they are expected to open up a new content experience. From a fundamental point of view, the content of sinking channels such as short dramas and mini games is still in the development dividend period.
The underlying index of the Science and Technology Innovation 100 ETF ChinaAMC (588800) has a high hard technology content, and the index prosperity is expected to continue to rise under the continuous interpretation of the wave of technology and consumption recovery.
The content and data are for reference only and do not constitute investment advice. AI technology strategy is provided for Youlian Cloud.