传媒互联网行业周报：DeepSeek-V3发布，继续关注AI产业推进

Investment Rating - The report maintains a positive investment rating for the media sector, suggesting continued investment in new channels and content directions [3][11]. Core Insights - The media sector is experiencing a sustained increase in industry prosperity, with recommendations to focus on new channels and innovative content, particularly in light of advancements in hardware like Apple Vision Pro and Meta's VR devices [3][11]. - The launch of new films has not met expectations, indicating potential risks associated with film performance influenced by various factors such as audience reception and consumer spending [4][11]. - The report highlights the performance of the DeepSeek-V3 model, which has been released with significant improvements in training costs and performance metrics compared to other models [11][23][36]. Summary by Sections Industry Performance Tracking - From December 23 to December 27, 2024, the Shanghai Composite Index rose by 0.95%, while the media sector saw a decline of 7.61%, ranking it 31st among all sectors [16][34]. - The top-performing media stocks included Shengtong Co. (+4.71%) and Changjiang Media (+3.77%), while the worst performers were Yue Media (-29.97%) and Vision China (-27.82%) [19][34]. Industry Data Tracking - The report provides insights into the gaming and film sectors, noting the performance of key games and films during the specified period [59][83]. - The approval of 122 domestic online games by the National Press and Publication Administration in December 2024 is also highlighted, indicating ongoing regulatory support for the gaming industry [23][25]. Investment Recommendations - The report advises investors to focus on the gradual implementation of AI applications and to pay attention to the feedback from both B-end and C-end users, emphasizing the importance of understanding the potential of state-owned enterprises in the current market [11][12]. - The report suggests monitoring companies with quality assets and those involved in the development of AI technologies, such as Chinese Online and Guomai Culture [11][25].