影视传媒行业周报：《通用大模型评测标准》公布，月之暗面发布Kimi探索版

Investment Rating - The report maintains an investment rating of "Market Perform" for the media industry [1]. Core Insights - The media sector experienced a decline of 8.57% this week, underperforming the ChiNext by approximately 5.15 percentage points and the broader market (CSI 300) by about 5.31 percentage points [7]. - The gaming index (CITIC 005577) fell by 9.25%, while the advertising index (CITIC 005847) decreased by 6.06%. The sports index (CSI 399804) dropped by 7.59%, and the education index (CITIC 005816) declined by 4.67% [9][11][12][14]. - Notable events in the film industry include the announcement of the "International Short Video Competition" by the National Radio and Television Administration and the premiere of the film "The Volunteer Army: The Battle of Life and Death" [25][27]. Summary by Sections 1. Market Review - The media sector's performance was lackluster, with a drop of 8.57% compared to a 3.25% decline in the CSI 300 index [7]. 2. Gaming Industry - The gaming index underperformed the CSI 300 by 6.00%, with the top gainers being Shengxunda and the biggest losers being Sanwu Huli, Dasheng Culture, and Wentou Holdings [9]. - The IOS top-selling games included "Honor of Kings" and "Dungeon & Fighter: Origin" [27]. 3. Sports Industry - The sports index fell by 7.59%, underperforming the CSI 300 by 4.34% [12]. 4. Education Industry - The education index decreased by 4.67%, underperforming the CSI 300 by 1.41%. The Hong Kong education index dropped by 12.36%, underperforming the Hang Seng Index by 5.83% [14]. 5. Investment Recommendations - The report suggests focusing on Mango Super Media (300413) and Shenzhou Taiyue (300002) as potential investment opportunities [25].