密集运营活动叠加寒假持续推动头部游戏流水走高，游戏行业或延续高景气

Core Viewpoint - The A-share gaming sector is experiencing significant activity, with the gaming ETF (159869) rising by 2.73% and reaching a scale of 13.632 billion yuan as of February 6 [1] Group 1: Market Performance - The gaming ETF (159869) has shown strong performance, with notable stocks such as Perfect World (002624) hitting the daily limit, and other companies like Guomai Culture (600640) and Zhangqu Technology (300315) also seeing substantial gains [1] - The overall market sentiment is bolstered by the positive reception of Perfect World's game "Yihuan" during its third test [1] Group 2: Upcoming Releases and Events - Xindong Company is set to launch the international version of "Xindong Town" on February 14, featuring a collaboration with the My Little Pony IP [1] - Giant Network (002558) has introduced a new pet system and luck leaderboard for its game "Supernatural Action Group" on February 7 [1] - Jibite (603444) has launched the S2 season "Destroy the City" for its game "Nine Muwu" on February 7 [1] Group 3: Industry Outlook - According to Kaiyuan Securities, the combination of intensive operational activities and the holiday season (winter and Spring Festival) is expected to drive revenue growth for existing top games [1] - The gaming industry is anticipated to maintain high prosperity due to the ongoing cycle of major new releases and supply-demand resonance [1] - The gaming sector is being catalyzed by multiple factors, including AI applications, content innovation, and changes in commercialization models, with the gaming ETF (159869) tracking the China Securities Animation and Gaming Index [1]