Mei Ri Jing Ji Xin Wen·2026-01-08 06:21Group 1 - The gaming sector saw a slight reduction in midday gains, with the gaming ETF (159869) rising nearly 1% as of January 8, 2025, and its scale reaching 13.707 billion yuan by January 7, 2025, providing a convenient tool for investors to position in A-share gaming leaders [1][2] - Sensor Tower's report on January 7, 2025, highlighted that the mobile game "Endless Winter" by Dd Interactive topped the overseas revenue chart, with global cumulative revenue exceeding 4 billion USD, driven by a Christmas-themed event launched in late December [1][2] - Activision Blizzard and Tencent's TiMi Studio Group's "Call of Duty Mobile" achieved a 36% increase in overseas revenue, ranking fifth in the revenue chart and leading the growth in overseas mobile game revenue during the same period [1][2] Group 2 - The success of "Endless Winter" and "Call of Duty Mobile" underscores the exceptional capabilities of Chinese developers in long-term operations and content updates, indicating that holiday marketing and IP collaboration can effectively enhance user value, thus supporting the valuation of leading gaming companies with global distribution networks [2] - The overall performance of domestic mobile games in the global market continues to lead, boosting market confidence in the overseas prospects of the gaming industry and cultural exports [2] - The gaming sector is catalyzed by multiple factors including AI, content, and commercialization model transformations, with the gaming ETF (159869) tracking the CSI Animation and Gaming Index, reflecting the overall performance of A-share listed companies in the animation and gaming industry [2]