Core Viewpoint - The gaming sector is experiencing fluctuations, with the gaming ETF (159869) down approximately 1.6% as of January 20, 2023, despite some stocks performing well. The ETF has reached a scale of 143.15 billion yuan, providing investors with a convenient tool to invest in leading A-share gaming companies [1]. Group 1: Market Performance - The gaming ETF (159869) has seen a decline of about 1.6%, with most holdings experiencing losses, including companies like Jiubite, 37 Interactive, and Aofei Entertainment [1]. - The ETF's scale has reached 143.15 billion yuan, facilitating investment in A-share gaming leaders [1]. Group 2: Company Developments - Kingsoft's exclusive agency and collaboration with Huya for the mobile game "Goose Duck" has maintained the top position on the iPhone free game chart since its launch on January 7, indicating potential for sustained revenue growth [1]. - Xindong's international version of "Xindong Town" has topped charts in over 50 regions globally, with expectations for continued user growth and commercialization opportunities [1]. Group 3: Industry Trends - The gaming sector is poised for growth due to multiple catalysts, including AI applications, content innovation, and changes in commercialization models [1]. - The gaming ETF tracks the CSI Animation and Gaming Index, which has the highest AI application content in the market, 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 conducive atmosphere for investment in the gaming sector [1].

风险提示：提及个股仅用于行业事件分析，不构成任何个股推荐或投资建议。指数等短期涨跌仅供参 考，不代表其未来表现，亦不构成对基金业绩的承诺或保证。观点可能随市场环境变化而调整，不构成 投资建议或承诺。提及基金风险收益特征各不相同，敬请投资者仔细阅读基金法律文件，充分了解产品 要素、风险等级及收益分配原则，选择与自身风险承受能力匹配的产品，谨慎投资。 1月16日，游戏ETF（516010）回调超2.8%，市场看好行业景气与AI机遇。 （文章来源：每日经济新闻） 国金证券指出，传媒游戏行业亮眼新品不断，推动板块持续回暖。新游《鹅鸭杀》手游首日新增用户超 500万，登顶iOS免费总榜；《心动小镇》国际服在超50个国家和地区登顶Apple Store免费榜。Sensor Tower数据显示，中国手游发行商全球收入保持强劲，腾讯旗下《王者荣耀》年收入显著，《三角洲行 动》等产品增长迅猛。同时，Steam平台同时在线人数创新高，反映出PC游戏生态的蓬勃增长。杭州市 亦出台措施推动网游出海，给予销售与测试费用支持。 游戏ETF（516010）跟踪的是动漫游戏指数（930901），该指数从沪深市场中选取涉及动漫制作、游戏 开发 ...

（责任编辑：董萍萍 ） 【免责声明】本文仅代表作者本人观点，与和讯网无关。和讯网站对文中陈述、观点判断保持中立，不对所包含内容 的准确性、可靠性或完整性提供任何明示或暗示的保证。请读者仅作参考，并请自行承担全部责任。邮箱： news_center@staff.hexun.com 1月15日盘中，游戏板块震荡回调，游戏ETF（159869）现跌超1.6%。持仓股跌多涨少，掌趣科 技、浙数文化、富春股份、顺网科技、盛天网络、光线传媒等跌幅居前；仅恺英网络、名臣健康、迅游 科技、完美世界逆势飘红。截至1月14日，游戏ETF（159869）规模已达159.48亿元，近10个交易日累 计"吸金"达10.39亿元，为投资者布局A股游戏龙头提供了便捷工具。 消息面上，金山软件独家代理并与虎牙联合发行的《鹅鸭杀》手游国服1.7上线后，至1.11维持 iPhone游戏免费榜第1，或验证大DAU属性并迎来流水持续爬升；心动公司《心动小镇》国际服1.8正式 上线后登顶全球50+地区，用户量或持续增长，为后续商业化打下基础，且《心动小镇》国服将开启系 列IP联动及新春运营活动，叠加寒假春节假期，月流水或再创新高。 开源证券认为，资本 ...

Market Overview - The A-share market has experienced a correction after continuous growth, while the Hong Kong stock market showed signs of catching up, opening with a gap and closing up 0.90% with a trading volume of HKD 315.2 billion [1] - The AI sector is gaining significant attention, with Alibaba's Tongyi Qianwen series models achieving over 700 million downloads, making it the highest downloaded open-source AI series on the Hugging Face platform [1] - Concerns remain in the market due to geopolitical tensions, particularly with the U.S. urging citizens to leave Iran, which has affected investor sentiment [1] AI Sector - Several domestic AI companies, including MiniMax and Zhipu AI, have recently gone public in Hong Kong, attracting market interest, with the latest listing of Zhaoyi Innovation seeing a rise of over 40% [2] - Despite recent adjustments in the AI sector, the overall interest in high-tech companies remains strong [2] Pharmaceutical and Biotechnology - Merck's CEO indicated plans for aggressive acquisitions to strengthen its innovative drug pipeline before the expiration of the patent for Keytruda in 2028, which is positive news for Chinese innovative drug companies [3] - WuXi Biologics reported record high upfront and total payment amounts for research services, with potential milestone payments exceeding USD 4 billion, leading to a positive outlook for CXO companies [3] Commercial Aerospace - A number of companies in the commercial aerospace sector issued risk warnings, indicating that their aerospace business constitutes a minimal portion of their operations, with most being less than 1% [2] - Regulatory efforts appear to be aimed at cooling down the commercial aerospace hype, as evidenced by a nearly 10% drop in shares of Goldwind Technology [2] Renewable Energy and Storage - The domestic energy storage market saw a significant increase in bidding volume, with a year-on-year growth of 61% in new bidding capacity [5] - Companies like Guofeng Lithium and Tianqi Lithium have performed well, driven by market expectations for increased demand in the short term due to policy changes regarding export tax rebates for photovoltaic and battery products [4] Gold and Mining - Zijin Mining International's stock rose over 7% as gold prices reached new highs, supported by rising risk aversion among investors [7] - The company has a significant amount of gold resources and a low average acquisition cost for gold mines, which positions it favorably for future growth [8] - The company’s gold production is expected to maintain a compound annual growth rate (CAGR) of over 15% through 2025-2027, driven by both internal growth and acquisitions [8]