传媒行业周报：傲基科技拟登港股 2024第四季度传媒板块如何看

Investment Rating - The report maintains a "Buy" rating for the media industry [5][8]. Core Insights - The media industry is expected to benefit from advancements in AI, cultural experience economy, digital marketing, e-commerce, and the Hainan sector in the fourth quarter of 2024 [4][12]. - The report highlights the potential for improvement in corporate business operations in the third and fourth quarters of 2024 [4][12]. - The report emphasizes the importance of observing quarterly performance improvements and the impact of external policy drivers on the media sector [12][15]. Summary by Sections Industry Overview and Dynamics - The media sector has shown varied performance, with the mobile internet index experiencing smaller declines compared to the influencer economy index [12]. - The report notes that the overall impact on quarterly performance is limited, but there are opportunities for growth driven by AI advancements and the upcoming Double Eleven shopping festival [12][15]. Key Recommendations - The report recommends several stocks within the media sector, including Bilibili, Alibaba, Meitu, and others, highlighting their strategic initiatives and expected performance improvements [5][8]. - Specific companies to watch include: - Bilibili (9626.HK) - preparing for Double Eleven promotions [5]. - Alibaba (9988.HK) - launching a video generation model [5]. - Mango TV (300413.SZ) - focusing on overseas expansion [5]. - Other notable mentions include Huace Film & TV (300133.SZ), Wanda Film (002739.SZ), and BlueFocus Communication Group (300058.SZ) [5][8]. Market Trends - The report discusses the upcoming release of several films, including "Naruto: The Path of the Ninja," which is expected to attract significant audience interest [20]. - The gaming sector is also highlighted, with new game releases scheduled for October, indicating ongoing innovation and competition in the industry [15][17]. E-commerce and Digital Marketing - The report notes the emergence of "quality live streaming" in the e-commerce sector, reflecting a shift towards higher standards and better consumer engagement [18][19]. - The cross-border e-commerce company Aukey is preparing for a Hong Kong listing, showcasing growth potential in the furniture and home goods market [15].