封神第二部定档大年初一，夸克发布“灵知”学习大模型

Industry Investment Rating - The report maintains a "Follow the Market" rating for the media and entertainment industry [1] Core Views - The media sector underperformed the broader market, declining 2.77% this week, outperforming the ChiNext Index by 2.38 percentage points but underperforming the CSI 300 by 1.09 percentage points [10] - The gaming sector underperformed the market, with the CITIC Gaming Index falling 2.75%, while the advertising sector outperformed, with the CITIC Advertising Index rising 0.06% [1] - The education sector showed strong performance, with the CITIC Education Index rising 11.66%, significantly outperforming the CSI 300 [1] Sector Performance Summary Gaming Sector - The CITIC Gaming Index fell 2.75%, underperforming the CSI 300 by 1.07 percentage points [1] - Top gainers in A-share gaming companies included Century Huatong, Wintime Entertainment, and Kingnet Network, while top losers were ZQGame, Shanda Games, and Kunlun Tech [11] Advertising Sector - The CITIC Advertising Index rose 0.06%, outperforming the CSI 300 by 1.74 percentage points [1] - Top gainers in A-share advertising companies included Electric Power Media, Enmei Media, and Julong Culture, while top losers were Zitian Technology, Tianlong Group, and XuanYuan International [11] Sports Sector - The CSI Sports Index fell 2.96%, underperforming the CSI 300 by 1.28 percentage points [12] Education Sector - The CITIC Education Index rose 11.66%, outperforming the CSI 300 by 13.34 percentage points [13] - In Hong Kong, the Education Index rose 1.80%, outperforming the Hang Seng Index by 2.21 percentage points [13] Film Industry Highlights - Box office revenue for the week was 525 million yuan, with "Venom: The Last Dance" leading at 215 million yuan [17] - "The Great Journey," a 4K panoramic sound film, officially premiered, showcasing the 100-year history of the Communist Party of China [28] - "Fengshen Part II: Battle of West Qi" is set to release on the first day of the Lunar New Year in 2025 [28] Gaming Industry Highlights - The 2024 China-Japan-Korea Esports Industry Exchange event kicked off in Chengdu, featuring top esports teams from China, Japan, Korea, and Hong Kong [32] - The 20th China Game Industry Annual Conference will be held in Shangrao, Jiangxi, on November 6, 2024 [32] - "Cyberpunk 2077: Ultimate Edition" is set to launch on Mac, featuring advanced technologies like ray tracing and spatial audio [32] AIGC/ChatGPT Industry Highlights - Quark released the "Lingzhi" learning model, which rivals OpenAI's latest o1 model in accuracy and scoring rates for postgraduate math problems [38] - Baichuan Intelligence launched a one-stop large model commercialization solution, achieving a 96% usability rate in specialized tasks across finance, education, and healthcare [38] - OpenAI introduced a search function in ChatGPT, allowing users to access the latest information with relevant web links [38] Sports Industry Highlights - The 2024 Sichuan "Three Big Balls" City League kicked off, featuring 82 teams and over 2,000 athletes [41] - T1 defeated BLG to win their fifth World Championship in the 2024 League of Legends World Finals [41] - China won 6 gold, 4 silver, and 2 bronze medals at the Swimming World Cup Singapore stop [41] Education Industry Highlights - The Ministry of Education and 16 other departments issued the "Home-School-Society Collaborative Education 'Education Alliance' Work Plan," aiming to establish education alliances in 50% of counties by 2025 [43] - The 25th China International Education Annual Meeting opened, attracting over 5,000 participants from 60 countries [43] - The draft of the Preschool Education Law was reviewed, focusing on reducing family childcare costs and protecting children's privacy [43] Investment Recommendations - In the film sector, Mango Excellent Media (300413) is recommended due to its strong self-produced variety shows and state-owned media value [48] - In the gaming sector, Shenzhou Taiyue (300002) is recommended for its rapid growth, overseas game operations, and potential in AI-driven upgrades [48]