On June 19, with the background of the better-than-expected recovery of domestic gaming business and the upcoming peak season for summer vacation, the Hang Seng Tech Index in Hong Kong rose sharply by 3.65% in a single day, and the holding positions of the funds in gaming stocks rose across the board. Although the Hong Kong internet-related sector has rebounded across the board, this round of rise was caused by the more segmented gaming track. At present, the gaming track in Hong Kong is not inferior to the A-share market's hot resource themes and AI themes, and has become one of the core holding sectors of public fund managers in this year's Hong Kong stock layout. Zheng Jian, fund manager of Chasing Gold Internet Fund that holds many gaming stocks, believes that with the confirmation of economic recovery data, the gaming sector has attractive valuation repair space. After experiencing a major adjustment in the early stage, the sector is currently in the historical bottom area as a whole, with a large space for valuation improvement. Meanwhile, various policies have successively been introduced to reduce industry uncertainty, which is conducive to the recovery of investor sentiment. Many fund managers expect that the combination of AI and gaming products may bring higher exposure and cash flow opportunities for the gaming sector's potential layout.