传媒互联网行业周报：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 - 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 with physical toys is enriching the forms of emotional companionship [3]. - AI technology is reshaping the advertising workflow, enhancing both effectiveness and efficiency in ad placements [3]. Industry Overview Emotional Companionship - The number of emotional companionship applications in the top 100 global AI applications remains at 7, with Character.AI leading with approximately 215 million visits [3]. - Domestic applications like MiniMax and Douyin's Cat Box have entered the global top 100 in terms of monthly active users (MAU) [3]. Advertising - AI technology is expected to transform the advertising workflow, improving cost efficiency and effectiveness in ad content generation and placement strategies [3]. - The report suggests focusing on companies such as Yidian Tianxia and BlueFocus in the advertising sector [3]. 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]. - The top three mobile games in the iOS bestsellers list as of November 23, 2024, are "Honor of Kings," "Peacekeeper Elite," and "Gold Shovel Battle" [32]. AI Products - 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]. - The domestic AI product rankings show 360AI Search leading with 28.758 million visits [49]. Film Industry - 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, 2024, down 31.20% from the previous week [51]. - The top three films on November 23, 2024, were "Good Things," "Crayon Shin-chan: Our Dinosaur Diary," and "Winning Hand" [51]. Television - The top-rated dramas on November 21, 2024, were "Little Alley Family," "Beaded Curtain Jade Curtain," and "Good Reunion," with viewership ratings of 2.684%, 1.963%, and 1.307% respectively [55]. - The broadcasting index for dramas as of November 22, 2024, ranked "Little Alley Family," "Eternal Night Star River," and "Beaded Curtain Jade Curtain" as the top three [57]. Variety Shows - The top three variety shows by broadcasting index as of November 22, 2024, were "Goodbye Lover Season 4," "Comedy Conference," and "Flowers and Boys Season 6" [61].