影视传媒行业周报：《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 as of June 23, 2024 [1]. Core Insights - The media sector experienced a decline of 5.12% this week, underperforming the ChiNext by approximately 3.14 percentage points, while outperforming the CSI 300 by about 3.83 percentage points [7]. - The gaming index (CI005577) fell by 6.27%, while the advertising index (CI005847) decreased by 2.59% [8][10]. - The education index (CI005816) dropped by 2.92%, underperforming the CSI 300 by 1.62% [11]. Summary by Sections 1. Market Review - The media sector's performance was generally weak, with a 5.12% decline [7]. - The gaming index underperformed the market, with a 6.27% drop compared to the CSI 300's 1.30% decline [8]. - The advertising index also fell, down 2.59% [10]. 2. Gaming Industry - The top ten games on the iOS revenue chart include "Dungeon & Fighter: Origin," "Peacekeeper Elite," and "Honor of Kings" [28]. - The report highlights the successful launch of the SLG mobile game "Three Kingdoms: Strategize the World," which ranked high on the revenue charts [32]. 3. Sports Industry - The sports index (399804) decreased by 3.85%, underperforming the CSI 300 by 2.55% [10]. 4. Education Industry - The education index in A-shares fell by 2.92%, while the Hong Kong education index dropped by 4.78% [11]. - The report notes the performance of various education companies, with A-share companies underperforming the CSI 300 [13]. 5. Investment Recommendations - The report suggests focusing on companies such as Mango Super Media (300413) and Shenzhou Taiyue (300002) for potential investment opportunities [2].