传媒行业，AI行业周报：OpenAI Tasks新功能诞生， AI Agent迈向新阶段

Investment Rating - The report maintains a "Buy" rating for the media industry [5]. Core Insights - The report highlights the significant advancements in AI technology, particularly with OpenAI's new features, which are expected to enhance the capabilities of AI applications across various sectors [5]. - It emphasizes the potential of AI to empower industries such as gaming, marketing, education, and film, suggesting a focus on companies that are well-positioned to leverage these advancements [5]. Summary by Sections Domestic AI Dynamics Tracking - Recent data shows that the domestic AI large model products have maintained stable web traffic, with Douyin Doubao leading in visits, followed by Kimi and Wenxin Yiyan [11]. - The average daily time spent on platforms like Tiangong AI is around 5 minutes, indicating user engagement levels [11]. - The report provides specific web traffic data for major AI products, with Kimi receiving 735.68 million visits, a decrease of 13.99% week-on-week, while Tencent Yuanbao saw a 19.41% increase [21]. Overseas AI Dynamics Tracking - OpenAI has introduced new features that mark a significant step towards advanced AI agents, enhancing user interaction capabilities [5]. - The report tracks web traffic for overseas AI products, noting that ChatGPT continues to lead in visits, while other models like LLaMa and Claude have seen increases [5]. Investment Recommendations - The report suggests focusing on companies in gaming, marketing, education, and film that are likely to benefit from AI advancements. Specific companies mentioned include Tencent Holdings, NetEase, and Huace Film & TV [5]. - It highlights the potential for AI to improve content generation efficiency in marketing and enhance educational tools through better knowledge comprehension [5].