社会服务行业·周观点：OpenAI将持续推出新产品，AI应用再迎强催化

Investment Rating - The industry investment rating is maintained at "Overweight" [1] Core Viewpoints - OpenAI is set to continuously launch new products, catalyzing AI applications. The upcoming 12 live broadcasts will showcase new products, including the long-awaited text-to-video tool Sora and a new reasoning model [29][30] - The ice and snow tourism market is gaining momentum, with unique services driving winter tourism consumption upgrades. Recent data shows a nearly 20% year-on-year increase in ski ticket bookings, indicating a strong recovery in the ice and snow tourism market [42][43] Market Performance Review 1. Market Overview (2024.12.02-2024.12.06) - The social services sector index rose by 4.50%, ranking 6th among 31 first-level industries [20][22] - The performance of various benchmark indices for the week includes: Social Services (4.50%), Shanghai Composite Index (2.33%), ChiNext Index (1.94%), Shenzhen Component Index (1.69%), and CSI 300 (1.44%) [22][23] 2. Sub-industry Performance - The sub-industry performance rankings for the week are as follows: Education (7.65%), Hotel and Catering (6.08%), Tourism and Scenic Spots (4.99%), Professional Services (4.38%), and Sports II (3.06%) [24] 3. Individual Stock Performance - The top five performing stocks in the social services sector are: Zhonggong Education (28.08%), Dalian Shengya (27.70%), Changbaishan (15.89%), Qinsong Shares (15.79%), and Quanjude (15.31%) [24]