传媒行业周报：ChatGPT升级为AI搜索引擎，GitHub Copilot宣布为开发者引入多模型选择

Investment Rating - The report maintains an "Accumulate" rating for the media industry [2] Core Insights - The media sector experienced a decline of 2.57% during the week of October 28 to November 1, 2024, with mergers and acquisitions expected to be a key focus area due to policy support [1][7] - The report highlights the growing importance of state-owned enterprises in the media sector, suggesting significant investment opportunities in this area [1] - The AI industry is noted for its steady development, with increasing capabilities of domestic models, indicating a positive long-term outlook [1] Summary by Sections 1.1 Market Overview - The media sector's performance was down by 2.57% in the specified week, while real estate, comprehensive, and steel sectors saw gains of 6.20%, 5.09%, and 4.44% respectively [7] - The top five gainers in the media sector included: - Dianguang Media (61.2%) - Simi Media (31.7%) - Ju Li Culture (26.3%) - Visual China (15.5%) - Wanxin Media (14.5%) [8] - The top five losers were: - Tangde Film (-15.9%) - Zhongwen Media (-16.0%) - Tianlong Group (-17.7%) - Zhongqing Treasure (-23.8%) - Zitian Technology (-25.7%) [8] 1.2 Sub-sector Insights - Recommended stocks for mergers and acquisitions include: - Tangde Film, Ciwen Media, Jishi Media, Youzu Network, Shanghai Film [10] - AI-related stocks to watch are: - Kunlun Wanwei, Tom Cat, Wanxing Technology, Shengtian Network, Zhongwen Online, Yidian Tianxia, and Dou Shen Education [10] - In the gaming sector, focus on: - Shenzhou Taiyue, Kaiying Network, and Jibite, with attention to Perfect World for potential turnaround [10] - State-owned enterprises to consider include: - Ciwen Media, Wanxin Media, Zhongwen Media, Southern Media, Kaiwen Education, and Dasheng Culture [10] - Companies with marginal changes include: - Bona Film, Guomai Culture, and Perfect World [10] - In education, recommended stocks are: - Xueda Education and Dou Shen Education [10] - For Hong Kong stocks, focus on: - Tencent Holdings, Pop Mart, and New Oriental [10] 2. Key Events - ChatGPT has upgraded to an AI search engine, enhancing its capabilities across web, mobile, and desktop platforms [12] - GitHub Copilot introduced multi-model options for developers, moving beyond reliance on OpenAI models [12] - The launch of the Thunder Air 3 at a price of 1699 yuan marks a significant shift in the AR industry towards more affordable options [12] 3. Sub-sector Data Tracking - The report includes various data points on gaming and media performance, highlighting trends and shifts in rankings for popular games and films [13][14][15][16][17]