互联网行业周报：阿里推出新夸克，米哈游联合创始人首次发布新AI游戏-2025-03-19

Investment Rating - The report maintains a positive investment rating for leading internet companies with strong AI capabilities, such as Tencent Holdings, Kuaishou, NetEase, and Bilibili [1][8]. Core Insights - The internet industry is experiencing continuous iterations in AI models and applications, with a strong recommendation for companies that show stable performance and leadership in AI deployment [1]. - BOSS Zhipin reported a total revenue of 7.356 billion RMB for 2024, a year-on-year increase of 23.6%, with net profit growing by 42.6% to 1.567 billion RMB, and monthly active users increasing by 25.3% to 53 million [2][10]. - Dongfang Caifu achieved total revenue of 11.604 billion RMB in 2024, a growth of 4.72% year-on-year, with net profit attributable to shareholders rising by 17.29% to 9.610 billion RMB [2][10]. Industry Overview - The industry comprises 161 listed companies, with a total market capitalization of 1,811.1 billion RMB and a circulating market capitalization of 1,636.5 billion RMB [4]. - The absolute performance over the last month is -1.4%, with a 56.3% increase over six months and a 17.8% increase over twelve months [6]. Key Company Announcements - Alibaba launched its AI flagship application, New Quark, which integrates advanced AI capabilities to enhance user experience across various scenarios [8][12]. - MiHoYo's co-founder announced the first AI game, "Whispers From The Star," which features real-time voice interaction [8][12]. - Baidu released its Wenxin large model 4.5 and X1, showcasing significant improvements in multimodal understanding and reasoning capabilities [8][12]. Market Performance - The Shanghai Composite Index rose by 1.39%, while the Hang Seng Internet Technology Index fell by 2.69% during the week of March 10-14 [13]. - Notable stock movements include Dongfang Caifu increasing by 4.36% and Tencent Holdings decreasing by 2.25% [17][20].