互联网传媒行业周数据：2024W05周数据跟踪

Investment Rating - The report maintains an "Overweight" rating for the media industry [6]. Core Views - The report emphasizes the importance of selecting targets based on the benefits from the fundamentals, particularly focusing on the AI + text/virtual human sectors, followed by AI + images [7]. - It suggests that investors should consider companies with quality data or content, particularly in the AI + content/IP/copyright sectors [7]. Market Review - In the past week (January 29 to February 4, 2024), the Shanghai Composite Index, Shenzhen Component Index, ChiNext Index, and Media Index fell by 6.19%, 8.06%, 7.85%, and 12.44% respectively [14]. - The top three gainers in the media sector were Zhongshi Media (31.8%), Times Publishing (6.9%), and Zhongnan Media (2.5%), while the biggest losers were Wen Investment Holdings (-33.9%), Huawen Group (-30.0%), and Longban Media (-29.8%) [14]. - In the overseas media sector, the top gainers were Qutoutiao (35.7%), Xindong Company (10.6%), and Aurora (9.7%), while the biggest losers were Fubo Group (-18.2%), Meitu (-13.3%), and Pinduoduo (-12.1%) [14]. Weekly Industry Tracking Film - The top three films by box office in the past week were "Annual Meeting Can't Stop!" (0.91 billion), "Temporary Robbery" (0.37 billion), and "Golden Finger" (0.33 billion) [17]. - The total box office for the week was 2.48 billion, with a significant decrease in audience attendance, down 31.65% week-on-week and 84.40% year-on-year [21]. Television and Variety Shows - The top ten dramas by popularity were "You Should Love," "Xianjian Si," "Pray for Today," "In Blizzard," "Dog Sheng Run," "The Great River's Years," "You Also Have Today," "Blossoms," "Our Translator," and "Happy Friends" [25]. - The top ten variety shows were "Ace vs. Ace Season 8," "Voice of Life: Family Year," "Offer Due Diligence Bureau," "Extreme Challenge Treasure Hunt: Beautiful Countryside Season," "I Want to Sing with You Season 5," "Love's Study Tour," "Happy Old Friends," "Running Man: Ecological Edition," "Unstoppable," and "This! Is Street Dance Season 6" [26]. Gaming - The report highlights the importance of focusing on AI + gaming, recommending companies such as Sheng Tian Network, Yao Ji Technology, and Perfect World [8]. - The top ten mobile games on the iOS free list as of February 4, 2024, included "Yuanmeng Star," "Egg Party," "Douluo Dalu," "Honor of Kings," and "Peace Elite" [58][59].