春节前后多款游戏运营数据创新高，聚焦游戏ETF（159869）低位布局窗口

Core Viewpoint - The gaming sector is demonstrating resilience in the current macroeconomic environment, with significant performance from both listed and non-listed companies ahead of the 2026 Spring Festival, confirming the anticipated strong product cycle for the year [1] Group 1: Company Performance - Tencent Holdings, Huya, and Kingsoft, along with A-share companies like Century Huatong and Giant Network, have shown strong operational data for their games [1] - Century Huatong's casual game "Yihuan" has surpassed 25 million pre-registrations [1] - Giant Network's "Supernatural Action Group" announced a daily active user (DAU) count exceeding 10 million as of February 2 [1] Group 2: Market Trends - The gaming sector is experiencing multiple catalysts, including AI, content innovation, and changes in commercialization models [1] - The gaming ETF (159869) tracks the China Securities Animation and Gaming Index, which leads the market in AI application content, accurately reflecting the overall performance of the A-share animation and gaming industry [1] - The current environment is characterized by favorable policies, product cycles, and AI empowerment, creating a potential investment window in the gaming sector [1]