行情回顾：6 月游戏板块整体跑赢大盘，超额收益显著，相关主题ETF 表现活跃。6 月申万游戏指数上涨15.79%；6 月游戏板块相对传媒指数超额收益7.39%，相对上证指数超额收益12.89%，华夏中证动漫游戏ETF（159869）月度回报15.33%，获主力资金净流入17737.09 万元。（一）政策：围绕三大主题，文化出海、AI+游戏、新消费。今年以来政策暖风频吹，3 月国务院《提振消费专项...
Source Link行情回顾：6 月游戏板块整体跑赢大盘，超额收益显著，相关主题ETF 表现活跃。6 月申万游戏指数上涨15.79%；6 月游戏板块相对传媒指数超额收益7.39%，相对上证指数超额收益12.89%，华夏中证动漫游戏ETF（159869）月度回报15.33%，获主力资金净流入17737.09 万元。（一）政策：围绕三大主题，文化出海、AI+游戏、新消费。今年以来政策暖风频吹，3 月国务院《提振消费专项...
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