传媒互联网行业周报：OpenAI开启12天新品发布，场景+AI将持续演绎

Investment Rating - Investment rating: Positive (maintained) [1] Core Viewpoints - OpenAI's recent product launch event is expected to continue leading the AI industry development direction, with a focus on the real progress of the scene + AI sector [1][29] - The AI industry is experiencing accelerated global competition, with significant advancements in underlying technology expected to drive the practical implementation of scene + AI applications [1] - The report emphasizes the transformative power of AI as a production tool, which will continue to penetrate and optimize industrial production chains, enhancing cost efficiency and product evolution [1] Industry Performance - From December 2 to December 6, 2024, the A-share market saw the Shanghai Composite Index increase by 2.33%, the Shenzhen Component Index by 1.69%, and the CSI 300 by 1.44%, with the media sector ranking fourth among all industries with a growth of 5.29% [16][19] - The report highlights that the publishing, television broadcasting, and advertising marketing sub-sectors performed well, while the film and television, digital media, and gaming sub-sectors lagged behind [19] Company Recommendations - The report suggests focusing on companies that actively embrace new technologies and possess advantages in data, users, and application scenarios, including Kunlun Wanwei, Focus Technology, and others [1] - In the gaming sector, it is recommended to pay attention to new game product cycles and the performance of key new game products, with specific companies like Tencent, NetEase, and Bilibili highlighted for their strategic value [1][4] Industry News - OpenAI launched a series of innovative products and technology upgrades during its "12 Days" event, including the GPT-o1 and GPT-o1Pro models, which feature multimodal capabilities [1][29] - Visual China and Kuaishou Technology announced a strategic cooperation to develop AI multimodal large models, aiming to enhance visual content creation and monetization [30][31] - Tencent acquired a 51% stake in Kuro Game, ensuring the company's future autonomy in operations [33]