关注AI赋能下的情感陪伴及广告营销应用场景

Investment Rating - The report maintains a "Positive" rating for the advertising sub-industry [2][3]. Core Insights - The AI emotional companionship applications are steadily developing, with a total global access volume of 353 million in October, representing a year-on-year growth of 8.05% [3]. - The integration of AI technology in advertising is expected to reshape traditional workflows, enhancing both effectiveness and efficiency [3]. Industry Overview 1. Industry Performance Review - The Shanghai Composite Index and the media index experienced declines of -1.91% and -1.55% respectively last week [26]. 2. Industry Operating Data 2.1. Gaming - The domestic gaming market achieved actual sales revenue of 29.083 billion in October 2024, marking a year-on-year increase of 14.40% [32]. 2.2. AI - In October 2024, the top three global AI products by access volume were ChatGPT (3.78 billion), New Bing (1.86 billion), and Canva Text to Image (818 million) [44]. 2.3. Film - The total box office for domestic films in 2024 reached 39.8 billion, with a single-day box office of 144 million on November 23, down 31.20% from the previous week [51]. 2.4. Television Series - The top-rated TV series on November 21, 2024, were "Little Alley Family," "Pearl Curtain Jade Curtain," and "Good Reunion," with viewership ratings of 2.684%, 1.963%, and 1.307% respectively [55]. 2.5. Variety Shows - The top three variety shows by broadcast index as of November 22, 2024, were "Goodbye Lover Season 4," "Comedy Conference," and "Flowers and Boys Season 6" [61]. 3. Key Company Announcements - The report suggests focusing on companies in emotional companionship such as Kunlun Wanwei, Kaiying Network, and Aofei Entertainment, as well as advertising companies like Yidian Tianxia and BlueFocus [3].