传媒互联网行业周报：Llama3.1发布，可灵全面开放

Investment Rating - The report maintains a positive outlook on the media and internet industry, particularly in the gaming sector, which is rated as "optimistic" [3]. Core Insights - The report highlights the ongoing advancements in AI models by major overseas companies, noting that Meta released the open-source model Llama 3.1 with 405 billion parameters, and OpenAI introduced the SearchGPT prototype [3]. - The report emphasizes the narrowing gap between open-source and closed-source models, suggesting that leading companies are enhancing application functionalities, which is expected to drive AI application development [3]. - The domestic gaming market showed a revenue of 147.27 billion yuan in the first half of 2024, reflecting a year-on-year growth of 2.08% [3]. Summary by Sections 1. Industry Performance Overview - The report notes that the Shanghai Composite Index and the media index experienced declines of -3.07% and -1.50% respectively in the last week [8]. - The top-performing stocks in the media and internet sector included Qitian Technology and Zitian Technology, with weekly gains of 22.63% and 20.98% respectively [9]. 2. Industry Operating Data 2.1 Gaming - The domestic gaming market generated a revenue of 147.27 billion yuan in the first half of 2024, with mobile and client games contributing 107.52 billion yuan and 33.76 billion yuan respectively [3]. - The iOS best-selling games as of July 27, 2024, included "Dungeon & Fighter: Origin," "Honor of Kings," and "Peacekeeper Elite" [12]. 2.2 AI - In June 2024, the global AI product access rankings were led by ChatGPT with 2.95 billion visits, followed by New Bing and Canva Text to Image [20][21]. - The domestic AI product access rankings were topped by Baidu Wenku AI features with 6.063 million visits, reflecting a growth of 71.18% [24]. 2.3 Film - The total box office for domestic films in 2024 reached 28.7 billion yuan, with a daily box office of 302 million yuan on July 27, 2024 [25][26]. 2.4 Television - The CSM data indicated that the top-rated TV dramas on July 25, 2024, were "You Are More Beautiful Than the Stars," "Lonely War in the City," and "Sky Eagle" [28]. 2.5 Variety Shows - The top variety shows as of July 26, 2024, included "Singer 2024," "Wonderful Night," and "Chinese Restaurant Season 8" [33]. 2.6 Channels - The MAU for major video platforms in May 2023 were reported as follows: iQIYI (58.783 million), Tencent Video (42.742 million), Youku (17.375 million), and Mango TV (32.953 million) [35]. 2.7 Live E-commerce - The top three sales rankings for Douyin live streamers from July 15 to July 21 were led by Yunshang Jewelry, Yuhui Tongxing, and Xinjiang Hetian Jade [39].