互联网传媒行业周数据：2024W12周数据跟踪

Investment Rating - The report maintains an "Overweight" rating for the media industry [6]. Core Insights - The report emphasizes the importance of selecting targets based on the benefits from the fundamentals, particularly focusing on the AI + text/virtual human sector, followed by AI + images [7]. - It also highlights the need to choose targets that possess quality data or content, particularly in the AI + content/IP/copyright sector [7]. Market Review - In the past week (March 18-24, 2024), the Shanghai Composite Index, Shenzhen Component Index, and ChiNext Index fell by 0.22%, 0.49%, and 0.79% respectively, while the media sector index rose by 8.92% [14]. - The top three gainers in the media sector were Huace Film & TV (95.4%), Dook Culture (59.7%), and Zhangyue Technology (42.9%) [14]. - In the overseas media sector, the top three gainers were Qutoutiao (122.0%), Pop Mart (18.2%), and Aurora (12.9%) [14]. Weekly Industry Tracking Film - The top three films by box office in the past week were "Kung Fu Panda 4" (0.95 billion), "Zhou Chu Eliminates Three Harms" (0.73 billion), and "Dune 2" (0.49 billion) [18][19]. - The total box office for the week was approximately 360.54 million, with a total of 9.71 million viewers, reflecting a week-on-week decrease of 25.28% and a year-on-year decrease of 29.98% [23][25]. Television and Variety Shows - The top ten TV dramas by popularity included "With the Phoenix" and "Flame" [26]. - The top ten variety shows included "Let's Farm Season 2" and "Detective Season 9" [27]. Online Movies - The top ten online movies by popularity included "Xiangxi Strange Events" and "End of Days Warrior" [28]. Animation - The top ten animations included "Salty Fish Cultivation" and "Translation Diary Season 4" [29]. Game Sector - The report suggests focusing on the gaming sector, recommending companies such as ShengTian Network and Perfect World, while also paying attention to Mingchen Health [8]. - The estimated weekly revenue for key games on iOS was tracked, indicating significant performance metrics [30].