国庆游戏高频数据亮眼，《黑神话：悟空》迎来更新优化，聚焦游戏ETF（159869）布局机会

Group 1 - The gaming sector experienced a slight decline in early trading on October 13, with the gaming ETF (159869) dropping to around 1.5% [1] - As of October 10, the gaming ETF (159869) saw a net inflow of funds amounting to 2.102 billion yuan over the past five trading days, indicating strong investor interest [1] - The product size of the gaming ETF reached 10.936 billion yuan, facilitating investors' access to leading A-share gaming companies [1] Group 2 - On October 12, the official announcement of the game "Black Myth: Wukong" revealed an update aimed at performance optimization and bug fixes, set to be released on October 13 across platforms [1] - The update is intended to enhance player experience and strengthen the game's reputation and longevity, highlighting the importance of ongoing maintenance for AAA titles in the gaming industry [1] - Investors are likely to place greater value on companies capable of continuous content updates and technological iterations, shifting the competitive focus towards the full lifecycle operation of products [1] Group 3 - Citic Securities released a report indicating that the typical peak seasons for gaming are during summer and winter vacations, but this year, the National Day and Mid-Autumn Festival holidays showed strong performance in tourism and dining [2] - Several games, including "Delta," "Dream of the Westward Journey," and "Supernatural," achieved daily revenue during the holidays that was approximately 50% higher than the average daily revenue during the summer [2] - The gaming sector is experiencing multiple catalysts for transformation, including AI, content, and commercialization models, with the gaming ETF (159869) tracking the performance of the A-share listed companies in the animation and gaming industry [2]