《三国：谋定天下》排名位居前列，华为盘古大模型5.0发布

Investment Rating - The report maintains a "Market Perform" rating for the media industry [1]. Core Insights - The media sector experienced a decline of 5.12% this week, underperforming the ChiNext by approximately 3.14 percentage points and outperforming the market by about 3.83 percentage points compared to the CSI 300, which fell by 1.30% [7][8]. - The gaming index underperformed the market, with the CITIC Gaming Index down 6.27% compared to the CSI 300's 1.30% decline [8][10]. - The report suggests focusing on companies like Mango Excellent Media (300413) and Shenzhou Taiyue (300002) for investment opportunities [2][12]. Summary by Sections 1. Market Review - The media sector's performance was generally weak, with a 5.12% drop this week [7]. - The CITIC Advertising Index fell by 2.59%, while the CITIC Education Index decreased by 2.92% [12][10]. 2. Gaming Industry - The CITIC Gaming Index decreased by 6.27%, underperforming the CSI 300 [8]. - The top three A-share gaming companies by decline were Glacier Network, Shenzhou Taiyue, and Youzu Network [8][10]. 3. Sports Industry - The CSI Sports Index dropped by 3.85%, underperforming the CSI 300 [10]. 4. Education Industry - The CITIC Education Index fell by 2.92%, underperforming the CSI 300 by 1.62% [12]. - The Hong Kong Education Index decreased by 4.78%, while the Hang Seng Index rose by 0.48% [12]. 5. Investment Recommendations - The report recommends focusing on Mango Excellent Media (300413) and Shenzhou Taiyue (300002) for potential investment opportunities [2][12].