传媒互联网行业周报：OpenClaw持续火爆，GooglePlay下调分成比-20260310

Investment Rating - The report maintains a "Buy" rating for key companies in the media and internet industry, including Giant Network, Perfect World, and others [9][12]. Core Insights - The media industry experienced a decline of 6.97% from March 2 to March 8, 2026, compared to a 1.07% decline in the CSI 300 index [15]. - Google Play announced a reduction in its revenue share, lowering the in-app purchase cut to 20% and subscription fees to 10%, which is expected to benefit game developers [3][37]. - The report highlights significant growth in AI applications, with OpenRouter platform token calls reaching 14.8 trillion, a week-on-week increase of 8.82% [22][25]. Market Performance - The media industry (Shenwan) saw a decline of 6.97% during the week of March 2-8, 2026, while the CSI 300 index fell by 1.07% [15]. - Sub-sectors such as gaming, television broadcasting, and film exhibited declines of 6.04%, 7.38%, and 8.01% respectively [15]. Key Industry Data AI Applications - OpenRouter platform token calls reached 14.8 trillion, with a week-on-week increase of 8.82% [22]. - Domestic AI applications showed significant growth, with Byte's Doubao increasing by 87.38% and Alibaba's Qianwen soaring by 552.83% in active users [25][26]. Gaming - The top five mobile games on iOS in China as of March 7, 2026, were "Honor of Kings," "Peacekeeper Elite," "Delta Force," "Endless Winter," and "Gold Shovel Battle" [27]. - Giant Network's "Supernatural Action Group" ranked between 15-24 on the iOS sales chart during the same week [27]. Film - The total box office for domestic films reached 827 million yuan during the week of March 2-8, 2026, with "Flying Life 3" leading at 348.62 million yuan [33][36]. Industry Events and Announcements - OpenAI released the latest model GPT-5.4, enhancing capabilities in reasoning and programming [37]. - CoreWeave and Perplexity entered a multi-year strategic partnership for AI cloud services [37]. - Google Play's revenue share adjustments are expected to significantly impact the gaming industry [37][38]. Investment Recommendations - The report recommends focusing on themes such as AI applications and cultural exports, particularly in gaming, IP, short dramas, marketing, and publishing sectors [9][39].