行业周报：关注火山引擎原动力大会，聚焦AI应用及IP商业化-20250608

Investment Rating - The industry investment rating is "Positive" (maintained) [2] Core Insights - The report highlights the ongoing competition among global tech giants in multi-modal models, agents, and edge AI, with a notable acceleration in the commercialization of video generation models, which is expected to expand the market space for multi-modal AI applications and drive demand for computing power [5] - The report emphasizes the strong performance of several new games and the potential for IP content and trendy products to enhance the financial performance of related companies [6] Summary by Sections Industry Data Overview - "Dragon Soul Traveler" ranks first in the iOS free chart in mainland China, while "Honor of Kings" holds the top position in the iOS revenue chart [13][17] - The film "Mission: Impossible 8: Final Settlement" achieved the highest box office for the week, grossing 2.05 billion [27] Industry News Overview - The report discusses the continuous breakthroughs and expansions in AI, including the release of new AI models and frameworks by major companies [33][34] - OceanBase has integrated with over 60 AI ecosystem partners, enhancing its capabilities in AI application development [33] - Alibaba's Tongyi Lab introduced a new visual RAG framework, improving multi-modal reasoning capabilities [34] Company Recommendations - Key recommendations include focusing on companies benefiting from AI developments, such as Kuaishou-W, Tencent Holdings, and others in various sectors like AI virtual companionship, AI animation, and AI education [5] - The gaming sector continues to be a focal point, with recommendations for companies like Xindong Company, KAE, and others based on their recent game performances [6]