传媒行业周报2024年45期：AI应用落地效果积极，关注营销、情感、教育领域

Investment Rating - The report maintains an "Overweight" rating for the media industry, consistent with the previous rating [7]. Core Insights - The application of AI is showing positive results, particularly in marketing, emotional support, and education sectors. Companies like APPLOVIN are leveraging AI technology to enhance their marketing algorithms, resulting in significant performance improvements [7][8]. - The media sector index rose by 2.01%, outperforming other indices, indicating strong performance in the industry [8][12]. - There are notable investment opportunities in vertical segments with sustained high growth potential, with recommended stocks including KYE Network, 37 Interactive Entertainment, and Mango Excellent Media among others [8][12]. Summary by Sections AI Application and Marketing - APPLOVIN has experienced substantial growth, with net profit increasing from $8.004 million in Q2 2023 to $435 million, a 443% increase. The software platform revenue has also shown impressive growth, maintaining a year-on-year increase of 64.5% to 91.2% over five quarters, reaching $835 million in Q3 2024 [8][13][15]. - The AXON advertising engine is a key driver of APPLOVIN's growth, automating and optimizing marketing efforts for developers and advertisers [19]. Emotional Support and Education Applications - In the October 2024 rankings of AI applications, five out of the top ten were emotional support applications, with Talkie AI leading. Educational applications like Gauth and Question.AI also showed strong user engagement, each exceeding 10 million monthly active users [20][21]. - The AI companion product "EVE" has gained significant attention, showcasing advanced interaction capabilities and a 3D avatar, enhancing user experience [22]. Industry and Company News - The media sector is witnessing a robust performance, with key companies reporting strong earnings and growth metrics. For instance, Bilibili reported a net profit of $24 million in Q3 2024, marking its first quarterly profit since going public [25][28]. - Tencent and Alibaba are also making headlines with significant stock buybacks and strong sales growth during promotional events, indicating a healthy competitive landscape in the industry [25][26]. Key Data Updates - The report highlights the performance of various media companies, with notable mentions including Wanda Film and Perfect World, both maintaining an "Overweight" rating [23][24]. - The report also provides insights into box office performance and viewership metrics for recent media releases, reflecting ongoing consumer engagement in the sector [35][38].