TENCENT(HK:00700) Mei Ri Jing Ji Xin Wen·2025-12-30 02:54Group 1 - The gaming sector is experiencing a positive trend with significant capital inflow, as evidenced by the game ETF (159869) which has seen a net inflow of 1.332 billion over the past seven trading days, reaching a total scale of 12.529 billion [1] - Tencent's game "Delta Operation" is set to release a major update in January 2026, which includes new game modes and promotional activities aimed at enhancing player engagement and solidifying its market position [1] - The gaming industry is in an upward cycle, supported by increasing supply and demand, with institutions maintaining a positive outlook on the sector due to improved valuation and profitability [2] Group 2 - The growth in the gaming sector is driven by new game releases from major players like Tencent, NetEase, and miHoYo, alongside innovative offerings from mid-sized companies [2] - The gaming ETF (159869) tracks the performance of A-share listed companies in the animation and gaming industry, presenting investment opportunities in this sector [2] - The gaming industry is undergoing transformations in AI, content, and commercialization models, which are expected to catalyze further growth [2]