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传媒互联网行业周报：7月游戏市场收入278亿，OpenAI草莓模型有望年内上线
Tai Ping Yang·2024-09-02 05:10

Investment Rating - The report maintains a "Positive" investment rating for the media and internet industry [2]. Core Insights - In July 2024, China's gaming market revenue reached 27.8 billion, marking a month-on-month increase of 4.26%, the highest in nearly five months. The mobile gaming sector contributed 21.16 billion, with a month-on-month growth of 6.87% [3]. - The approval of 117 domestic game licenses in August 2024 represents the highest monthly approval count for the year [3]. - OpenAI is seeking a new round of financing of 1 billion, with a potential valuation exceeding 100 billion. The anticipated "Strawberry" model is expected to launch in the fall of 2024, which could enhance AI capabilities [3]. Industry Summary 1. Gaming - The gaming sector is rated "Positive" with stable performance from long-term operational products and new game releases boosting monthly revenue [3]. - Key companies to watch include Gigabit, Kaiying Network, and Shenzhou Taiyue [3]. 2. AI - OpenAI's valuation reflects market confidence in its future development and technological potential, with the new model expected to catalyze the overseas AI industry [3]. - In July 2024, global AI product access rankings showed ChatGPT leading with 2.52 billion visits, followed by New Bing and Canva [20][21]. 3. Film - As of August 31, 2024, the total box office for domestic films reached 33.3 billion, with a single-day box office of 118 million, a decrease of 37.23% from the previous week [26]. - The top three films on August 31 were "Alien: Covenant," "Rebirth," and "Grab the Doll" [26]. 4. Television - The top-rated dramas as of August 29, 2024, included "Chang Le Qu," "Nine Prosecutors," and "Du Hua Nian," with viewership ratings of 2.234%, 2.031%, and 2.018% respectively [29]. 5. Variety Shows - The top three variety shows as of August 30, 2024, were "Wonderful Night," "Battle to the Peak Season 3," and "Supernova Sports Meeting Season 5" [34]. 6. Advertising - The advertising market saw a year-on-year increase of 5.0% in spending from April to December 2023, with July showing a similar growth rate [42].