Industry Overview - The media industry rose by 13.55% this week, outperforming both the CSI 300 (2.79%) and the ChiNext Index (3.89%) [1] - Leading gainers included InGravity Media, Oriental Pearl, and Liansheng Technology, while major decliners were ST Dasheng, ST Huawen, ST Huiteng, and Jinyi Film [1] - The media sector ranked second in terms of weekly performance among all sectors [1] Key Developments - OpenAI accelerated its commercialization efforts by acquiring the core team of the AI coaching platform Convogo, which will contribute to its "AI Cloud Project" [1] - OpenAI launched GPTHealth, enabling users to connect their electronic medical records and mainstream health applications [1] - MiniMax announced the open-source release of its new M2.1 programming model, enhancing model efficiency and user experience through KTransformers technology [1] - Alibaba Cloud released a multimodal interaction development kit to empower various AI-enabled devices [1] - Zhipu's stock surged by 13.17% on its first trading day, while MiniMax's stock closed up over 109% on its debut [1] Box Office and Content Performance - The box office for the week (January 5-10) reached 338 million yuan, with top films being "The Hidden Kill" (75 million yuan, 23.1%), "Avatar 3" (67 million yuan, 24.9%), and "The Legend of Qin" (61 million yuan, 18.6%) [2] - Popular variety shows included "Voice of Life: Chinese Flow Season," "Goodbye Lover Season 5," "Now Departing Season 3," "Wonderful Night Season 2," and "Exploring New Realms Season 2" [2] - In the gaming sector, the top three mobile game revenues in December 2025 are expected to be from Didi Interactive's "Whiteout Survival," Lemon Micro's "Gossip Harbor: Merge & Story," and Didi Interactive's "Kingshot" [2] Investment Insights - The gaming sector is viewed as an opportunity for recovery, with a positive outlook on AI marketing and AI animated series [3] - There is a focus on the content policy shift and AI application opportunities, particularly in film and television content, which may benefit from improved supply and demand dynamics [3] - The success of "Zootopia 2" at the box office highlights potential opportunities in the film exhibition sector [3]
国诚投顾：智谱和Minimax上市大涨，持续看好AI营销、关注AI漫剧