传媒行业周报：关注火山引擎原动力大会，聚焦AI应用及IP商业化行业周报

Investment Rating - The industry investment rating is "Positive" (maintained) [2] Core Insights - The report highlights the ongoing advancements in AI applications and the commercialization of IP, suggesting a strong market potential for AI-driven products and services [5][33] - The gaming sector continues to show resilience with several new game releases performing well, indicating potential revenue growth for companies involved in game development and distribution [6][13] - The report emphasizes the importance of multi-modal AI applications and the competitive landscape among major tech companies, which is expected to drive demand for computational power and related services [5][33] Industry Data Overview - The game "Dragon Soul Traveler" ranked first in the iOS free chart in mainland China, while "Honor of Kings" maintained its position at the top of the iOS revenue chart [13][17] - The film "Mission: Impossible 8: Final Settlement" achieved a weekly box office of 2.05 billion, with a cumulative box office of 3.15 billion [27] - The report notes that the A-share media sector outperformed major indices, indicating a positive trend in the media industry [8] Industry News Summary - AI continues to evolve with breakthroughs in multi-modal reasoning and applications, as demonstrated by recent advancements from companies like OceanBase and Alibaba [33][34] - The report mentions the upcoming ByteDance Volcano Engine conference and Apple's WWDC25, which are expected to showcase significant developments in AI and related technologies [5] - The gaming sector is highlighted with several new titles showing strong performance, suggesting a robust pipeline for revenue generation in the coming months [6][13]