传媒行业周报：《哪吒》票房破百亿，微信灰测接入Deepseek

Investment Rating - The report maintains a "Buy" rating for the media industry [5] Core Insights - The media industry saw a weekly increase of 9.54%, outperforming the Shanghai Composite Index and other major indices during the same period [12][19] - The film "Nezha" has surpassed 120 billion yuan in box office revenue, setting a new record in Chinese cinema [40][46] - AI applications, particularly DeepSeek, have rapidly gained traction, with over 100 million users in just one week [23][24] Market Performance - The media sector ranked first among sub-industries with a weekly increase of 9.54%, while the Shanghai Composite Index rose by 1.30% [12] - The film and theater sector experienced the highest growth at 35.78%, driven by strong performance during the Spring Festival [12][19] Key Data and Updates AI Applications - DeepSeek reached 100 million users, with a weekly download of 2.088 million on iPhone [23] - ChatGPT's web traffic reached 3.98 billion, with a 4.31% increase [23][24] Gaming - Tencent's games dominated the sales charts, with "Honor of Kings" and "Peacekeeper Elite" leading the top three [33][35] - The game "Endless Winter" continues to perform well in overseas markets, contributing to significant revenue growth [36] Film - The total box office for the week was 4.567 billion yuan, with "Nezha" leading at 3.840 billion yuan, accounting for 84% of the total [40][46] - Upcoming films include "Your Color," directed by renowned Japanese director Naoko Yamada, expected to perform well upon release [47]