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].

（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 ...