传媒行业周报：阿里发布开源多模态模型Qwen2-VL，多项性能超越GPT-4o

Investment Rating - The report maintains a "Recommended" investment rating for the media industry [1]. Core Insights - Alibaba has released the open-source multimodal model Qwen2-VL, which surpasses GPT-4o in multiple performance metrics. This model supports real-time video dialogue and can understand long videos exceeding 20 minutes [1][16]. - In August, a total of 117 domestic online games were approved, including titles from major companies like Tencent and 37 Interactive Entertainment [10]. - Google's researchers have introduced GameNGen, the first AI game engine capable of real-time simulation without traditional game engine components, achieving over 20 frames per second [13]. Summary by Sections 1. Weekly Market Performance - From August 26 to August 30, the Shenwan Media Index rose by 4.41%. The top five gainers included Guangxi Guangdian, Sanliu Wu, and Fushi Holdings [7]. 2. Industry News - The National Press and Publication Administration announced the approval of 117 domestic online games in August, with various platforms represented [10]. - The National Radio and Television Administration emphasized the need for the micro-short drama industry to evolve from "substandard" to "high-quality" productions [11]. - The 54th Statistical Report on China's Internet Development indicated that as of June 2024, the number of internet users reached 1.1 billion, with short video users accounting for 95.5% of the total [12]. 3. Key Company Announcements - 37 Interactive Entertainment reported a revenue of 9.232 billion yuan for the first half of 2024, a year-on-year increase of 18.96% [14]. - Huayi Brothers announced a revenue of 308 million yuan for the same period, a decrease of 9.05% [14]. - Other companies like Shenzhou Taiyue and Haikan Co. also reported significant revenue growth [15]. 4. Weekly Insights - The continuous iteration and optimization of AI models like Qwen2-VL are expected to expand AI applications across various sectors, particularly in gaming, education, and companies developing AI models [22]. 5. Investment Recommendations - The report suggests focusing on three major AI application scenarios within the media sector: gaming/film industry (recommended companies include 37 Interactive Entertainment, Century Huatong, and Wanda Film), AI education (recommended companies include Zhongwen Media, Phoenix Media, and Shandong Publishing), and companies involved in AI model development [22].