Investment Rating - Industry Rating: Recommended [5] Core Insights & Investment Recommendations - The release of GPT-5.2 by OpenAI indicates intense competition in the AI large model industry, with a new "three-version segmentation" strategy aimed at enhancing workplace efficiency and targeting specific business scenarios [2][19] - Nvidia's H200 AI chip has been approved for sale in China, which could significantly enhance computing power in the market, despite the trend towards local alternatives [3][20] - Investment opportunities are identified in the following areas: Hong Kong internet leaders, gaming industry, and film and cultural tourism sectors, with specific companies highlighted for potential benefits [20] Industry Data Film Industry - The top three films by box office this week are "Zootopia 2" with a box office of 272.384 million yuan (63.90% market share), "Get Out" with 98.387 million yuan (23.10%), and "Demon Slayer: Infinity Castle" with 13.981 million yuan (3.30%) [21][22] Gaming Industry - The top three iOS games are "Teamfight Tactics," "Honor of Kings," and "Endless Winter," while the top three Android games are "Heart Town," "My Leisure Time," and "Staff Sword Legend" [23][24] TV Series Industry - The top three TV series by broadcasting index are "Big Businessman" (81.2), "Sniper Butterfly" (80.9), and "The Rise of the Hawk" (80.9) [25][26] Variety and Animation - The top variety show is "Now Departing Season 3" with an index of 80.6, while the top animation is "Refining the God of War Season 3" with an index of 255.6 [27][30]
传媒行业周报系列2025 年第 49 周：GPT-5.2发布，英伟达H200对华解禁-20251214
HUAXI Securities·2025-12-14 12:16