影视传媒行业周报：《黑神话，悟空》即将全球上线，看好板块活跃度提升

Investment Rating - The report maintains an investment rating of "Market Perform" for the media industry [1]. Core Insights - The media sector showed strong performance this week, with an increase of 1.79%, outperforming the ChiNext by approximately 2.06 percentage points and the broader market by about 1.37 percentage points [7]. - The gaming index outperformed the market, with the CITIC Gaming Index rising by 2.53% compared to a 0.42% increase in the CSI 300 [9]. - The advertising index also outperformed, with the CITIC Advertising Index increasing by 0.96% [11]. - The sports index rose by 0.64%, outperforming the CSI 300 by 0.22% [12]. - The education sector underperformed, with the CITIC Education Index declining by 5.83%, lagging behind the CSI 300 by 6.25% [14]. Summary by Sections 1. Market Review - The media sector's performance was highlighted, with a notable increase in indices across gaming, advertising, and sports, while education faced declines [7][12][14]. 2. Gaming Industry - The CITIC Gaming Index rose by 2.53%, with top-performing A-share gaming companies including Fuchun Co., Caesar Culture, and Dazheng Culture [9]. - Tencent reported a 9% increase in gaming revenue for Q2 2024, with total revenue reaching 161.12 billion yuan [35]. - The game "Black Myth: Wukong" received a perfect score from IGN China, indicating strong anticipation and potential success in the global market [35]. 3. Sports Industry - The CITIC Sports Index increased by 0.64%, with various partnerships and sponsorships announced, enhancing the visibility and engagement of sports events [12]. 4. Education Industry - The CITIC Education Index fell by 5.83%, with A-share education companies underperforming compared to the broader market [14][16]. 5. Investment Recommendations - The report suggests focusing on companies such as Mango Super Media and Shenzhou Taiyue for potential investment opportunities [27].