The broker's weekly gaming update highlights AI game creation platforms reaching 10 million MAU, with multiple major companies entering the space. It also notes that during the National Day holiday, domestic iOS mobile game revenue declined about 9.5% year-over-year, with large-DAU titles gaining share.
The broker maintains a positive view on select Chinese gaming stocks, emphasizing AI platform potential and the resilience of leading titles despite an overall holiday revenue dip.
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