Investment Rating - The report maintains an "Overweight" rating for the media industry [1]. Core Insights - AI Applications: OpenAI launched the official version of o1, which is expected to benefit related sectors. The subscription for ChatGPT Pro is priced at $200 per month, allowing unlimited access to OpenAI's most advanced models [11]. - Gaming: Elon Musk announced that xAI will establish an AI gaming studio, which is anticipated to benefit the related industry chain [11]. - Film and Television: The box office for the 2024 New Year season has surpassed 1 billion, indicating potential benefits for related sectors [11]. Market Review - During the week of December 2-6, the A-share media index rose by 5.29%, outperforming the CSI 300 index by 3.85 percentage points and the ChiNext index by 2.71 percentage points [15]. - The performance of the media sub-sectors from highest to lowest was: Education (9.8%), Publishing (7.54%), TV Broadcasting (6.6%), Advertising (6.59%), Film and Television (5.69%), Digital Media (4.98%), and Gaming (3.09%) [17]. Investment Recommendations - The report suggests focusing on the AI application sector, film and television, and gaming sectors. Recommended companies include Tianxiexiu, BlueFocus, Kunlun Wanwei for AI applications; Wanda Film, Light Media, Bona Film, and Maoyan Entertainment for film and television; and 37 Interactive Entertainment, Kaiying Network, and Gibit for gaming [12].
传媒行业周报：OpenAI首发o1正式版，2024贺岁档票房破10亿
Yong Xing Zheng Quan·2024-12-11 00:42