传媒行业点评报告：AI应用热点不断，行业发展持续推进

Investment Rating - The report maintains an "Increase" rating for the media industry, indicating a positive outlook for the sector [1]. Core Insights - The continuous iteration of AI large models both domestically and internationally is expected to lead to ongoing commercialization opportunities, which will further drive the development of the AI infrastructure industry chain [2]. - The report highlights significant growth in user engagement for AI-generated video applications, with a noted 867.41% year-on-year increase in web visits for the application "Hai Luo AI" within a month of its launch [1]. - The report emphasizes the advancements in AI technology, including the introduction of the Claude 3.5 model by Anthropic, which aims to enhance user interaction with desktop applications [1]. Summary by Sections Industry Overview - The media industry is experiencing rapid growth driven by advancements in AI applications, with notable developments in video production and mobile control capabilities [2]. - The report cites that the total computing power in China has reached 246 EFLOPS, placing it among the world's leaders, which supports the digital economy's foundation [1]. Investment Recommendations - The report suggests focusing on companies such as Worth Buying, Kunlun Wanwei, Kaiying Network, 37 Interactive Entertainment, and Shenzhou Taiyue, which are positioned to benefit from the ongoing developments in the AI sector [2].