《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 a "Market Perform" rating for the media industry as of August 19, 2024 [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 various indices, indicating a positive market sentiment [7]. 2. Gaming Industry - The CITIC Gaming Index rose by 2.53%, with top-performing A-share 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 "Little Soldiers" officially launched its public beta on August 15, 2024, and achieved the top position on the iOS free chart [34]. 3. Sports Industry - The CITIC Sports Index increased by 0.64%, with various partnerships and sponsorships announced, including TECNO becoming the official global supporter of the AFC Champions League [12]. 4. Education Industry - The CITIC Education Index fell by 5.83%, with A-share education companies underperforming compared to the CSI 300 [14][16]. 5. Investment Recommendations - The report suggests focusing on companies such as Mango Super Media (300413) and Shenzhou Taiyue (300002) for potential investment opportunities [27].