传媒互联网周报：OpenAI连续12天举行发布会，AI+、IP+带动板块持续向上

Investment Rating - The report maintains an "Outperform" rating for the media and internet sector [2][5][54] Core Views - The media sector has shown strong performance, with an 8.07% increase, outperforming both the CSI 300 (+2.60%) and the ChiNext Index (+4.48%) during the week of December 2-6 [2][15] - Key drivers include advancements in AI applications and IP industries, with a focus on companies like OpenAI and Meta, which are making significant strides in AI technology [2][54] - The report emphasizes the potential for recovery in the media sector, particularly in gaming and film, as well as growth in advertising due to economic improvements [54] Summary by Sections Weekly Performance Review - The media sector's performance ranked first among all sectors, with notable gains from companies like Liou Co., Fushi Holdings, and Tianyu Media, while companies like Huali Technology and Shengyi Bao faced declines [15][17] Key Focus Areas - OpenAI's 12-day live event and the launch of ChatGPT Pro are highlighted as significant developments in the AI space [2][18] - Meta's introduction of Llama3.370B demonstrates advancements in AI performance and cost reduction [21] - Elon Musk's xAI has raised $6 billion, achieving a valuation exceeding $40 billion, indicating strong investor confidence in AI technologies [22] Industry Data Updates - The film box office for the week of December 2-8 reached 390 million yuan, with "Good Things" leading the box office [23][39] - The gaming sector continues to thrive, with top revenue-generating mobile games including "Whiteout Survival," "PUBG MOBILE," and "Genshin Impact" [39][40] Investment Recommendations - The report suggests focusing on AI applications and IP industries, with a long-term view on recovery in the media sector [54] - Specific recommendations include gaming companies like Kaiying Network and Giant Network, as well as content providers like Light Media and Huace Film [54]