传媒互联网行业周报：国内AI商业化快速发展，巨人《超自然行动组》持续火爆-20251225

Investment Rating - The report maintains a strong recommendation for leading companies in various sub-sectors of the media and internet industry, particularly highlighting companies such as Shenzhou Taiyue, Southern Media, and Tencent Holdings [1]. Core Insights - The domestic AI commercialization is rapidly developing, with significant interest in AI applications across various industries. The report emphasizes the need for further exploration of profitable AI application models to support future demand for computing power and paid users [1]. - The gaming sector, particularly Giant Network's "Supernatural Action Group," is performing strongly, with the game achieving a significant revenue increase and expanding into international markets [2]. - The report notes that while the media industry experienced a slight decline of 0.19% recently, it has seen a year-to-date increase of 26.84%, ranking it 8th among all sectors [1][10]. Summary by Sections Media Industry Performance - The media industry index decreased by 0.19% from December 15 to December 21, while the Shanghai Composite Index rose by 0.03% during the same period [10]. - The media sector's year-to-date performance shows a 26.84% increase, ranking it 8th among all sectors [1][10]. Gaming Sector Highlights - Giant Network's "Supernatural Action Group" has continued its strong performance, with a revenue increase of 100% month-over-month, entering the top 10 in China's iOS mobile game revenue rankings [2]. - The game is set to expand into Southeast Asia and Japan in 2026, indicating a strategic move towards internationalization [2]. AI Commercialization - The report identifies a growing trend in AI applications, with notable developments in AI assistants, e-commerce, gaming, and video content. Companies like Tencent and Alibaba are leading in AI assistant and e-commerce innovations [1]. - The report highlights that while current AI application revenues are modest, the commercialization of AI is beginning to take shape in China, with various sectors starting to see profitability [1].